09/08/2023
Wealth portfolios slip on inflationary tightrope
ARC’s latest estimates suggest that all four of its private client indices were in the red in August as investment managers tried to second-guess the direction of inflation.
Wealth and Asset Management
09/07/2023
Rathbones declares second interim dividend before Investec merger
Investec and Rathbones back in April entered into a definitive agreement to merge Rathbones with Investec Wealth & Investment.
09/07/2023
Why Wealth Managers Are Choosing These Crypto Accounts
Separately managed accounts have seen explosive growth in TradFi, and there are benefits in crypto, too.
09/07/2023
Altrata: Asia Records Sharpest UHNW Decline in 2022
This was attributed to lockdowns, the Ukraine war, disrupted supply chains, financial market performance and a stronger dollar.
09/07/2023
Broadridge Named a Leader in Digital Experience Platforms for Asset and Wealth Management Products by Everest Group
Everest Group PEAK Matrix® highlights Broadridge's strength in digital platforms for regulatory investor communications and top rating for value delivered and technology capability
09/07/2023
Financial Planning announces honorees for the 2023 Rising Stars awards, celebrating the future leaders of wealth management
The annual list honors 10 exceptional individuals from organizations of various sizes and concentrations including ACE Advisors, Carson Group and Childfree Wealth.
09/07/2023
Singapore’s wealth boom hits most sensitive phase
Three weeks since authorities busted the illicit money operation, it remains the talk of the town.
09/07/2023
Society of Later Life Advisers partners with CGWM
In a bid to raise standards in the later life investment sector
09/07/2023
Nucleus Financial acquires Curtis Bank
The acquisition was approved by Curtis Banks shareholders in February and remains subject to a court sanction hearing.
09/07/2023
Crypto has created 182 centi-millionaires, world’s first Crypto Wealth Report finds
In the global super-rich league, there are now 182 crypto HNWIs with crypto holdings of $100 million, inaugural Henley & Partners report finds
09/06/2023
$4.5 Billion Private Banking Team Chooses Independence with Fidelis Capital to Solve Complex Issues for UHNW Clients
The five-person wealth management team has over 70 years of collective experience serving individuals and families, family offices, and institutions
09/06/2023
LGIM Opens New Singapore Office
Legal & General Investment Management (LGIM) has opened a Singapore office as part of broader plans to grow across APAC
09/06/2023
Goldman Sachs Asset Management wins UK’s largest OCIO mandate with BAE Systems
The move will see the scheme's in-house investment management team join GSAM towards the end of 2023
09/06/2023
Partners Group reports revenue growth of 19% supported by solid performance fee development
Performance fees increased to CHF 265 million and accounted for 25% of total revenues
09/06/2023
GAM convenes Extraordinary General Meeting of Shareholders
The current GAM Board proposes to approve Rock’s proposals and urges shareholders to vote accordingly.
09/06/2023
Swiss Life increases both operating profit and net profit on a comparable basis in the first half of 2023
Operating and net profit increased on a comparable basis, fee business subdued The Swiss Life Group achieved an operating profit of CHF 836 million in the first half of 2023.
09/06/2023
Atomos acquires IFA business Equanimity
The firm has 12 employees, offering advice to predominantly female, high-net-worth clients and business owners across financial planning, wealth management, and financial protection.
09/06/2023
Evelyn Partners sign deal for new Bracknell office
The new offices in Western Road will house the firm’s 210-strong Bracknell team in a modern development that is on track to become one of the most sustainable business parks in the Thames Valley
09/05/2023
WM Investment Performance Awards 2023: The shortlists revealed!
Our annual awards recognise the wealth firms that have delivered strong returns for clients in these challenging market conditions.
09/05/2023
ARC: Wealth managers warming to equities but shun UK
While sentiment strongest on bonds, according to August investment manager survey