09/25/2024
Kingswood U.S. Welcomes $1 Billion Advisory Firm Eudaimonia and its 17 Advisors to its Network
The Nashville-Based Firm Enhances the Growing Kingswood U.S. Fee-Only Business and Asset Management Services for Affiliated Advisors
Wealth and Asset Management
09/25/2024
Ninety-Six Partners is entering a new phase of growth:
Ninety-Six Partners changed its company name and image at the beginning of the year and is now starting a new phase of its growth with the obtaining of a wealth manager license and the strengthening of its governance.
09/25/2024
Win for Collas Crill at the STEP Private Client Awards 2024
The Judges commented that Collas Crill has an impressive multi-disciplinary and multi-jurisdictional practice
09/25/2024
Wealthy Families Increasingly Question Where in the World to Keep Their Assets
Ultra-rich families have often run their wealth from a single-family office located where their business exists, or their money was made, and where most members of their family live.
09/25/2024
Robeco launches multi-asset strategy to beat inflation
Robeco said the strategy will not necessarily follow the usual ‘60-40’ multi-asset mix of many similar funds
09/24/2024
Pictet AM launches sustainable bond fund into China
The Swiss asset manager has brought out its second qualified domestic limited partnership fund for mainland investors.
09/24/2024
Kasikorn AM partners with JP Morgan to launch two feeder funds for Thai clients
The partnership will offer Thai investors access to JP Morgan AM’s active ETFs
09/24/2024
MASECO’s Josh Matthews Shortlisted for Spears HNW Wealth Manager of the Year
This nomination is a testament to his dedication and the trust that clients place in MASECO to manage their wealth with integrity and excellence.
09/24/2024
Envestnet Wins Five 2024 'Wealthies' Awards, Including Advisor Choice Award & Best Unified (All-in-One) System
Now in its 10th year, the WealthManagement.com Industry Awards aims to honor outstanding achievements by companies, organizations and individuals that support financial advisor success.
09/24/2024
Wealth advisers in the UK await new dawn under Labour
The Conservative government’s tenure brought a raft of ever-changing announcements, policies and personnel changes to tackle the threat of inflation and recession.
09/24/2024
Speaker lineup announced for Guernsey Private Wealth Forum
The sold-out event, titled Wealth in Transition, will explore the nature of change within families across the globe.
09/24/2024
Guernsey Trust claims international award
Saffrey was recognized for its "dedication to supporting opportunity" and "enabling success for its clients and staff alike".
09/24/2024
SimplyBiz Mortgages launches high-net-worth support proposition
The HNW proposition also provides access to selected GI insurance partners
09/24/2024
Banks expand wealth management beyond finance
Against this backdrop, managing the assets of high-net-worth individuals has emerged as a key strategy for banks to generate revenues.
09/24/2024
Barclays: Private Markets Annual Report 2024
Welcome to our Private Markets Annual Report 2024
09/24/2024
How to prepare portfolios for the fourth quarter
Market sentiment has also proven fragile, and investors will face a range of challenges in the final quarter of 2024.
09/24/2024
August Benz: Swiss Financial Center Amid Geopolitical Risks
These attributes have enabled the Swiss banking sector to establish itself as a safe haven for investors and companies.
09/24/2024
Schroders Solutions selected by Merseyside Pension Fund to manage £3.8 billion equity protection strategy
The strategy enables the scheme to maintain its equity exposures in order to meet its long-term performance objectives, while effectively managing downside risk.
09/24/2024
High-income segment of fixed income in favour
The outlook for the asset class is supported by the shifting bias of central banks as they start reducing the level of policy restrictiveness.
09/24/2024
Golden Visa Boom: Malta, Spain, Montenegro, Antigua & Barbuda, Grenada attract interest from HNIs for citizenship
The country's appeal is evident in its growing foreign resident population, which exceeded one million in 2023, representing over 10% of the total population.