Managers of Wealth

Standard Chartered PLC Q1’24 Result

A reconciliation of restructuring and other items

Mirabaud banker takes senior post at Top 50 IAM

Flavio Castello Branco has spent over 40 years working in finance, including a stint at Credit Suisse.

StratiFi and Altruist form strategic alliance

Tech platforms collaborate to enhance wealth managers' practices.

Sanctuary Wealth acquires Tru Independence

Sanctuary Wealth redefines its RIA channel with their latest purchase.

Private banks dipping toes into semi-liquid funds but platforms fail to attract

It’s challenging to build a diversified portfolio solely with semi-liquid assets, but European private banks are already using them to complement listed equities and bonds.

Five Arrows announces reset of European CLO, Contego X

This reset transaction attracted strong demand from a wide investor base.

Coutts prepares to dump £2.7bn of UK shares in funds ‘recalibration‘

Coutts CIO Fahad Kamal says that traditionally high allocations to UK shares in portfolios are an ‘anachronism’.

“Coutts were streets ahead of any other bank“ – how we helped USA based clients come home to the UK

Our clients detail how “excellent and truly personalised service” helped them and their family get set up in the UK.

Key considerations for scaling your company in a new market

ZEDRA’s corporate team spends most of its time working with ambitious, high growth companies expanding into new markets.

Wealth clients consider switching amid complex investment needs

Use of independent financial advisers is also expected to increase from 20 per cent in 2021 to 27 per cent, while usage of alternative investment firms or full-service institutions is set to decline.

Dubai's 120 richest families and individuals own $1trln in wealth

The emirate is home to 68,500 millionaires with at least $1 million in liquid assets and 206 centi-millionaires

Stephens Announces New Shreveport Location for Its Private Wealth Management Group

The new office at 7600 Fern Ave, Building 1300, is home to a dedicated team of Stephens financial advisors with deep roots in Louisiana.

AIA Singapore unveils wealth strategy and ambitious plans to be the top insurer in the wealth segment

The increase in regional and domestic wealth primes AIA Singapore's wealth strategy with the launch of AIA Wealth Centre to provide bespoke experiences for customers in Singapore.

More from Fewer: The Growing Role of Ultra-Wealthy Donors

The Altrata report defines “ultra-wealthy” or “ultra-high-net worth” (UHNW) donors as having a net worth of $30 million or more.

Integrating ESG in practice for charities

Many charities view ESG investment as a combination of risk management and values-based investing because a lot of charities conflate ESG investing with ethical investing. But the two are not the same thing.

Ardevora four return with new funds business

Ben Fitchew is one of the quartet of fund managers launching Hueristik Capital a few months after their former employer Ardevora shut down.

Engaging The Next Generation Of Women In Wealth Management

This is in addition to the $10 trillion in total US household financial assets women already control.

Private equity boom in the UK’s wealth management sector

Private equity could be the right product answer for the wealthy in the UK according to some experts in the field.

ADIB Recognized as UAE’s Best Bank for High-Net-Worth Individuals in Euromoney Global Private Banking Awards 2024

The Euromoney Private Banking Awards, renowned in the global private banking and wealth management domain, spotlight institutions that demonstrate exceptional commitment to meeting the evolving needs of their customers.

Asset managers show signs of shift towards investor-centric strategies

The survey conducted by WBR Insights for Northern Trust has revealed evolving priorities within the asset management industry.

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Wealth and Asset Management