Managers of Wealth

Schroders UK Financial Adviser Survey 2024: Advisers anticipate move to equities as investors reduce cash holdings

The current survey reveals a significant shift from holding cash back to investing.

Political crises in France and South Korea aren’t market crises

Both look like political rather than financial market crises.

Foster Denovo acquires £300m AUA adviser firm

This latest deal marks the national firm’s sixth acquisition in 12 months

Nedbank seeks to calm nerves of unprepared heirs

People don’t tend to realise philanthropy can benefit them

Future-Proofing Wealth Management: An In-Depth Interview with FNZ’s Group President Roman Regelman

Roman discussed FNZ’s commitment to “opening up wealth” by creating an end-to-end wealth management platform that integrates modern technology, business and investment operations.

From Banking to Construction: New Investment Opportunities

Panattoni, Europe’s largest industrial and logistics property developer, was looking for an opportunity to offer private investors a well-diversified platform.

Wealth manager Q&A with Dr Sarah Ruggins: Diversification discipline

Dr Sarah Ruggins, head of investment specialists at St. James’s Place, on cognitive diversity, financial inclusion and the avoidance of group-

Madness. Madness!

"No matter how much you like grilled cheese… I can’t see this as a reasonable valuation."

Cathay eyes DPM launch in HK and SG private banking push

The Taiwanese institution is looking to build its private banking teams in Singapore and Hong Kong and broaden the range of investment services it offers clients.

Schroders Capital Global Private Equity Semi-Liquid Fund surpasses $2bn milestone

The fund focuses on buyouts of small and medium companies from Western economies and Asian growth opportunities.

Amati AIM VCT drops Paul Jourdan after 19 years and hires Maven

The £111m venture capital trust ends strategic review by serving notice on smaller companies fund manager Amati, appointing Maven Capital Partners to broaden its strategy.

Germans' interest in the topic of inheritance continues to decline

Deutsche Bank study on inheritance says 64 percent of Germans are reluctant to deal with the topic

DBS Partners With Japanese Financial Firm for Connectivity

Under this partnership, DBS will provide financing support for Japanese SMEs expanding into mainland China, Hong Kong, India, Indonesia, Singapore and Taiwan.

‘We expect the Spanish economy to grow at a fast pace’ – an interview with Michael Strobaek, our Global CIO

Strobaek, who arrived from Credit Suisse where he was on the board of directors, says the US is one of the Swiss bank's favoured geographies for the year ahead.

Warren Buffett suggests all parents do one thing before they die, whether they have ‘modest or staggering wealth’

Warren Buffett has advice for all parents: let your adult children read your will before you sign it.

Private markets benefit from huge inflows

For private investors*, ‘evergreen’ vehicles have become private equity’s preferred point of entry.

James Neville: Embracing the EV opportunity with Roadchef and beyond

Macquarie is a significant investor in transport infrastructure, helping to improve essential transport links across Britain.

Tabono Capital Announces Strategic Partnership with Invesco to Deliver Enhanced Investment Solutions for UHNW Clients

This collaboration enables Tabono Capital's clients to benefit from the extensive resources and scale of Invesco's capabilities.

UBS Looks to Rich Women After Long Australian Wealth Hiatus

“UBS should never have left,” Michael Marr says in interview

High net worth individuals are increasingly cutting spending on luxury goods

Latest research from financial planning firm Saltus shows 17% of high net worth individuals have cut down on luxury items and designer clothes specifically

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