Managers of Wealth

Questions raised over business model of Goldman’s ETF Accelerator

The platform secured its first client last year but the bank is now assessing long-term options

Hsiao Ching Tang, Managing Director at Azalea Investment Management, on democratization of private assets in Asia Pacific

The discussion, hosted by Giovanni Amodeo, covered various aspects of private equity, wealth management, and innovative financial solutions.

Elevating your investment strategy: How a discretionary fund manager adds value Case studies

Financial advisers who wish to concentrate on building and nurturing their client relationships are increasingly choosing to partner with a discretionary fund manager (DFM) for portfolio investment management.

How Fintech is Redefining Wealth Management and Personal Finance

With mobile applications, robo advisory, and artificial intelligence, fintech makes investment solutions and monitoring and planning of personal finances possible.

Focus partner firms Brownlie & Braden and Prairie Capital merge

The merger will provide Brownlie & Braden's team with access to Prairie's planning and investment resources.

HSBC Chairman Seeks to Improve UK-China Ties

HSBC chairman Mark Tucker will lead a British business delegation to China in January 2025

Building Bridges 2024: integrating nature into financial decision-making

2023 has been the most expensive year in modern human history due to extreme weather events – droughts, floods, heatwaves, storms, and fires – costing over USD 200 billion globally.”

Orion Lands Deal to Acquire Summit Wealth

As part of the deal, serial entrepreneur Reed Colley will join Orion from Summit as president of its technology unit.

InvestCloud Introduces Private Markets Account™: A Wealth Management First

Enabling Alternative Investments To Be Held in a Fully Dedicated Sleeve Within the Managed Account Structure Represents Seismic Shift in Wealth Management

Wealth managers seek to break down philanthropy barriers

Philanthropy plays a unique role by fostering innovation and amplifying nonprofit efforts

Citigroup’s co-head of Iberia Revuelta to depart the US bank

The Wall Street bank has continued to shake up its senior dealmaking ranks

Five top tax-saving tips for 2025

These are our five top tax-saving tips for 2025 to help you make the most of your money.

Zurich-Based Financial Boutique Records Significant Growth in RFPs

Zwei Wealth has recorded a substantial surge in demand in the Request-for-Proposal business.

Close Brothers Group investors are sitting on a loss of 82% if they invested five years ago

The recent bounce might mean the long decline is over, but we are not confident.

Where Is Wealth Management Heading?

This approach, inspired by Jeff Bezos’ framework for building resilient businesses, helps us understand how certain elements of the industry will remain stable despite whatever the future brings.

Intesa Sanpaolo aids Italian Exhibition Group development

Italian Exhibition Group is an Italian company in the organisation of international trade fair events.

Frontier Asset Management Selects SEI to Launch Active ETFs

Advisors' Inner Circle Fund Trust Powers Growth for Asset Managers

New Inheritance Law Boosts Swiss Hub

While this arrangement may seem straightforward, it often posed challenges in complex cases.

SJP’s rollercoaster year, Evelyn’s takeover: FN’s top wealth management stories of 2024

From SJP’s tumultuous year to the sector’s biggest M&A deals and sit-downs with private banking bosses, FN looks back at our biggest stories this year

St James’s Place International joins AILO

St James’s Place re-joined the FTSE 100 earlier this month

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Wealth and Asset Management