Managers of Wealth

Leo Wealth Adds Singapore Office Via Acquisition

In addition, Leo Wealth will also incorporate Jachin Capital’s digital platform, iAdvisor, into its offering to provide clients with access to dynamic, personalized investment portfolios.

17 J.P. Morgan Teams Selected for Forbes Best-in-State Wealth Management Teams Ranking

The ranking was compiled by SHOOK Research.

Matthew Burton named one of 50 Most Influential

The 50 individuals listed were selected by judges based on the achievements that potential candidates made over the past 12 months, considered alongside their reputations.

UK's fund managers post higher assets under management as fund flows improve

After witnessing robust asset growth during the pandemic, fund managers are now struggling with weak investor sentiment, volatile stock markets amid fears over raging inflation and potential recession.

Liverpool adviser sells business to Evelyn Partners

Gavin Tansey is the latest to join Evelyn’s adviser partnership programme.

Liontrust Income Fund Q4 2022 review

Global financial markets were more settled during the last quarter after the turmoil seen throughout most of the year.

The appeal of wealth planning amid increasing mobility

Besides avoiding physical harm and financial losses, the reasons for such relocation range from professional opportunities and business expansion to family requirements or access to a better healthcare system.

Zoe Financial Announces Its New Innovative Wealth Platform

The Zoe Wealth Platform enables clients to gain a greater understanding and control over their wealth

Julius Baer: «It's Going to be a Glorious Year for Bond Investing»

In addition to the end of the ultra-low rate regime, the bank notes that historical trends point to a high likelihood of positive returns for the asset class after two years of losses.

Credit Suisse Transfers Impact Advisory Unit to New Firm

Double Delta is an impact advisory firm founded and set up by Joost Bilkes, Credit Suisse’s head of impact advisory services.

Edinburgh Reforms: signs are positive for UK wealth management

This means that changes are far from guaranteed, and many will not be confirmed until as late as 2024.

10-year forecasts: what returns to expect from major asset classes?

Our latest forecasts for absolute returns from 2023-2032 for various asset classes.

HFMC Wealth bolsters London office with new purchase

R&S advises more than 100 families, many of whom have been clients for decades and, in some cases, over multiple generations.

Bellevue Asset Management launches debut private equity secondaries fund

The fund has a global remit and is primarily active in the US and Europe. Its target return is comparable to primary buyout funds, but the margins of safety are significantly higher.

Cutting Through the Tactical Noise

European and Japanese equities lacked the lustre – or so the investors felt – and were often considered as old, ageing economies.

The opposite of IAM consolidation is happening: Aswm’s Nicole Curti

The Alliance of Swiss Wealth Managers gains two new members, taking the count to 40.

JPMorgan Chase registers 6% rise in Q4 profit

In the fourth quarter of 2022, the company’s AWM unit reported net income of $1.1bn, up 1% compared to the year ago period.

UBS is Lead Partner of Wheel of Good Fortune 2023

Colourful lantern displays, a golden selfie installation, rides and skill games will allow participants to win prizes and enjoy the event.

Schroders receives permission to establish wholly foreign-owned public fund management company in China

As a global asset management company founded in 1804, Schroders appreciates the strategic importance of China.

Bank of America, Wells Fargo, Citi, J.P. Morgan Add Advisors as Assets Fall

Although client assets declined in general—the not-surprising result of the market’s slump in 2022—other metrics were positive.

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Wealth and Asset Management