10/24/2022
The awards were created last year by PIMFA to shine a light on the excellent, often untold, stories that exist across organisations and among individuals in wealth management and advice industry
10/21/2022
AMP Bank’s total loan book grew by A$0.6 billion to A$23.3 billion in Q3 22.
10/21/2022
The strategy aims to generate alpha through its short positions and manage portfolio risk via long exposure to passive indices.
10/21/2022
A new unit focusing on financial technology products, dubbed Platform Solutions, will make up its third operating segment.
10/21/2022
A total of almost 54 million Allfunds shares are to be sold via accelerated book building to institutional investors.
10/21/2022
Net inflows during the third quarter contracted by 15% to GBP2.19 billion from GBP2.59 billion a year before.
10/21/2022
One fund to merge
10/21/2022
As of June 30, 2022, LGT managed assets of $ 297.4 billion for wealthy private individuals and institutional clients.
10/20/2022
Danielle Lau Joins as Managing Director to Invest in Real Estate Secondary Market Opportunities
10/20/2022
Total client balances decreased 12% to $3.2tn due to lower market valuations and net client flows.
10/20/2022
The third quarter is typically a seasonally slow quarter, with this exacerbated by increasing market volatility and cost-of-living pressures, reducing gross flows.
10/20/2022
The handover, which has been in preparation for some time, will be completed in the next few months.
10/20/2022
With the addition of the $600 million firm, Kestra is on track for its "best year ever."
10/20/2022
The latest changes come after the asset management arm’s revenues dropped 71% in the year to date.
10/20/2022
There is less optimism about the future of wealth management in Hong Kong this year, according to a report jointly authored by the Private Wealth Management Association and KPMG China.
10/20/2022
Challenging market conditions continue to impact GAM’s assets under management
10/20/2022
With so many wealth managers available, it would seem to be a foregone conclusion that more investors would have at least some basic plan in place.
10/20/2022
Schroders said the fall in its AUM was partly driven by a decline in its Solutions segment and a 5% decline in its Mutual funds unit.
10/20/2022
This has underpinned gross inflows of £4.05 billion, only modestly lower versus a record comparative period in 2021.
10/19/2022
Advisers at Howard Wright can blend the funds for their clients