07/14/2022
A successful move into the market would see Barclays join a string of other Western financial firms who have started or are in the process of launching operations in China’s lucrative $4.3tn bank-dominated asset management market.
07/14/2022
At the end of 2021, Standard Bank boasted R122 billion ($7.7 billion) in total wealth and investment assets under management in discretionary portfolios.
07/14/2022
Chief executive officer Jamie Dimon was optimistic about the asset and wealth management business, however, noting that it "delivered solid results as the impact of higher rates and loan and deposit balances more than offset the decline in market lev
07/14/2022
It went from CHF 1.5tn at the end of 2021 to CHF 1.3tn
07/13/2022
He ranked #1 in the Los Angeles Private Wealth Management category and has appeared on the Forbes/SHOOK Best-In-State Wealth Advisors list for five consecutive years.
07/13/2022
Four Stonehage Fleming representatives will complete the judging panel.
07/13/2022
The fund launch was scheduled for the fourth quarter of 2022 and the group said it is nearly ready.
07/13/2022
Almost three in four (71%) advisers anticipate the demand for wealth transfer advice to increase in the next three years, according to recent research from M&G Wealth, conducted by NextWealth.
07/13/2022
The gold comes from small mines that are actively committed to improving their environmental and social sustainability.
07/13/2022
Financial markets sharply corrected in the period under review, with shortfalls witnessed in most asset classes.
07/13/2022
Each of the three new fund managers will aim to reduce the fund’s carbon intensity by 50% against the benchmark.
07/13/2022
Under the latest amendment to MiFID II, wealth managers will need to proactively assess their clients’ sustainability preferences in the same way that risk tolerance and investment knowledge are measured currently.
07/13/2022
Investment to accelerate Sanctuary Wealth's growth and reshape the wealth management industry
07/13/2022
Series C Funding Round Anchored by Navis Capital Partners to Support Eton Solutions Product Development, its Rapid Growth Trajectory, and International Expansion.
07/13/2022
The survey of 1,000 high-net-worth (HNW) Millennials found that 84% think frequently about their financial security, but many are unsure of what they need to do to attain it.
07/12/2022
Industry aims to attract rising tide of younger DIY customers coming into inheritances but who need assistance
07/12/2022
Asset allocators had to make some tough decisions in the first half as inflation, exacerbated by the Ukraine war, turned the market on its head.
07/12/2022
As such, choosing the right partner to help investors manage their assets and wealth has become increasingly important.
07/12/2022
The bank’s chief investment officer warns that the global economic outlook could deteriorate further before it improves.
07/12/2022
The insurance broker remains authorised and regulated by the FCA.