05/22/2024
The annual LGT Wealth Management Charity Dodgeball Tournament raises over £69k for
LGT has supported Demelza as their charity partner for three years, running various fundraising initiatives, including the Dodgeball Tournament.
Wealth and Asset Management
05/21/2024
Farrer & Co shortlisted in four categories at the 2024 Chambers High Net Worth Awards
The Chambers High Net Worth Awards recognise law firms around the world, based on their independent research for the Chambers High Net Worth Guide.
05/21/2024
Wealth managers key to boosting donations as UHNWs give less
UHNWs in the UK are giving less than they did last year – and wealth managers are key to turning the trend around
05/21/2024
Managing Ultra-Wealthy Clients' Most Unusual Financial Requests
Geller’s main lines of business include investment management, strategic wealth planning, tax advisory and Personal CFO Services.
05/21/2024
Bowmore Wealth snaps up firm taking assets above £400mn
The deal adds £50mn to Bowmore Financial Planning’s assets under advice and brings the total for Bowmore Group to above £400mn.
05/21/2024
EFG Hermes acquires minority stake in Danish fintech Kenzi Wealth
EFG Hermes says it will push the technology to its client base across the Mena region. providing customers with a more efficient and personalised investment experience.
05/21/2024
The Future of Wealth Management: A Client-led Revolution
Technological advancements and demographic changes are unquestionably reshaping the landscape of wealth management.
05/21/2024
Lazard AM adds AI-enhanced US small-cap equity fund to UCITS range
The fund will typically hold 350 to 400 stocks
05/21/2024
Goldman Sachs leads bullish chorus on Chinese stocks, as Morgan Stanley and JPMorgan’s private bank remain cautious
JPMorgan Private Bank calls an end to the rebound and advises investors to sell Chinese stocks, particularly offshore shares
05/21/2024
Odey Asset Management closed in a crisis. Two of its former funds are now top performers.
The Odey Absolute Return Focus Fund and the CF Odey Absolute Return Fund both ranked in the top 10 in April, having achieved gains of 16.7% and 9.61% respectively, figures from Societe Generale show.
05/21/2024
Goldman Sachs PWM's Campos on growing ME families' direct private investments
Goldman Sachs is seeing an uptick in private credit and private equity interest as family offices grow more sophisticated in their needs.
05/20/2024
Singapore: An Increasingly Isolated Outpost of Wealth
What a trip Singapore is on.
05/20/2024
BNPP WM's Peter on the talent war in Thailand
The French private bank plans to triple both its Thai client assets and relationship manager head count over the next three years.
05/20/2024
Citywealth Magic Circle Awards Channel Islands winners announced
Nine awards in total were handed out to Channel Island based individuals and companies with offices in the crown territories.
05/20/2024
ABN Amro to sell its stake in life insurance joint venture Neuflize Vie
The transaction will marginally affect ABN AMRO’s profitability and RWAs, resulting in a minor positive impact on ABN AMRO’s CET1 capital ratio.
05/20/2024
Not another one? Abrdn property trust moves to shutter
It cited its small size and low share liquidity, which it said had deterred some potential investors, as well as its “materially uncovered” dividend.
05/20/2024
Vanguard defends dominance of US equities in EU-domiciled funds
Response follows warnings of ‘unintended consequences’ of passive funds shunning EU corporations
05/20/2024
Overhyped, but ignore at your peril: AI in Wealth Management and Private Banking
This isn’t changing the world, but it will eke out a few basis points efficiency, similar to how the digital trend eked out incremental benefits but not brought revolution.
05/17/2024
Why Schroders Capital is now going for wealth clients
Georg Wunderlin, head of private assets at the firm, is ready to push into the wealth space, even though adoption continues to be slow.
05/17/2024
How a Swedish wealth manager tailored its MPS to UK investors
The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.