Managers of Wealth

Söderberg & Partners invests in four more IFA firms

Cheltenham IFA Ltd has a wealth management proposition at its core and builds long-lasting relationships with its clients that regularly progress to the next generation.

Where can wealth managers find opportunity when assets are in flux?

Firms will come under increasing pressure to deliver best-in-class client experiences

Top 3 Société Générale Private Wealth Management Interview Questions

While it’s always a bit surprising to see an investment bank purposefully shrink its wealth management division, this approach by Krupa seems sensible.

Future Growth Capital secures landmark approval for first UK-dedicated multi-asset LTAF

The UK LTAF is the first multi-asset LTAF to be dedicated to the UK market.

Aberdeen firm is financial group’s latest acquisition

This acquisition brings Fairstone’s funds under management to more than £17 billion, with a client base exceeding 125,000 across the group.

Amex to acquire UBS’s 50% stake in Swisscard

American Express is to become the sole holder of Swisscard.

Janus Henderson joins European active ETF foray

The British-American asset manager targets Japanese equity through subsidiary’s new active ETF strategy.

US Treasury Scrutinizes Private Credit

At this point, although it is too early to tell what the consequences of closer scrutiny are even though a larger factor may already be out there having a deeper impact on activity.

Morgan Stanley’s Portfolio Risk Platform Wins 2024 Digital Wealth Management Impact Innovation Award

The Firm’s Portfolio Risk Platform has been recognized by Datos Insights for Advisor Enablement

Wealth Beyond Borders: Standard Chartered Private Bank’s Global Approach to Wealth Management

Demir Avigdor, head of private banking UK at Standard Chartered, on sustainable solutions for UHNW clients.

Canaccord Wealth marks two decades of supporting local charities

Launched in 2004, it has made over 350 donations to 200 charities - based in Guernsey, Jersey and the Isle of Man - amounting to more than £462,000.

“Diversify judiciously,” urge speakers at the Guernsey Private Wealth Forum 2024

Guest introductory speaker Edwin Smith, Editor in Chief of Spear’s Magazine, then unpacked the most important forces shaping the world of wealth

Brookfield’s emerging markets transition fund eyes private wealth

The Catalytic Transition fund has raised $2.4bn so far, with a $1bn anchor commitment designed to serve as a ‘return enhancement lever’.

Thorntons Wealth’s assets near £1bn following Robson Macintosh deal

One additional benefit of the increased scale of the enlarged Thorntons Wealth business will be a reduction in service costs for the vast majority of Robson Macintosh’s clients.

Global investors look through election uncertainties to double down on global equities and private equity

Specifically, in terms of national policymaking, investors said global alliances on politics and trade (44%), as well as high levels of government borrowing (35%), would most likely impact their investment positioning.

The Future is Private

Companies are staying private longer and by the time they go public (if they do it at all), most of their growth is behind them.

Wealth managers must navigate choppy crypto waters

It is also evident that participating in the digital asset space is demanding for industry actors.

Rathbones ups cost savings after Investec merger

Wealth managers continue to hunt for ‘synergies’ amid rampant consolidation

St James’s Place: Analysts back UK’s largest wealth manager

By the end of the quarter, funds under management had swelled to £184.4bn, up from £181.9bn the quarter before and also ahead of consensus.

CMU OmniClear Limited and SIX cooperate to open up further cross-border investment opportunities

They will also intensify their working relationship and maintain channels for the exchange of information.

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Wealth and Asset Management