Managers of Wealth

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

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.

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

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.

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

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.

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.

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.

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.

Guernsey Trust claims international award

Saffrey was recognized for its "dedication to supporting opportunity" and "enabling success for its clients and staff alike".

SimplyBiz Mortgages launches high-net-worth support proposition

The HNW proposition also provides access to selected GI insurance partners

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.

Barclays: Private Markets Annual Report 2024

Welcome to our Private Markets Annual Report 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.

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.

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.

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.

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.

Revolut Chair, Others Eye Buying Monaco’s Banque Havilland

Murphy said the investors aim to “restore the trust” of the bank’s clients and staff after last month’s news of the license forfeiture.

Hong Kong's DL Holdings looks to acquire $2.6bn Singaporean wealth firm

The unnamed target firm is founded in 2008 and has over 400 clients to date, with significant presence in Singapore and Dubai.

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Wealth and Asset Management