Managers of Wealth

Mercer Advisors Acquires McGee Wealth Management, Inc.

Acquisition of McGee Wealth Management, Inc. (Registered Investment Adviser), Expands Mercer Advisors' Presence in Oregon and Pacific Northwest

The Road to Enhanced Wealth Management Services in the New Normal World

The firm’s focus is on evolving bank and customer needs for digitalisation in a secure, personalised manner, at the same time providing a seamless user experience.

Schroders pledges its allegiance to the Terra Carta to build a sustainable future

Schroders is proud to confirm its support for the Terra Carta, the new global business proposition launched today by His Royal Highness The Prince of Wales and founder of the Sustainable Markets Initiative (SMI).

Global Market Insights: December 2020 by WHIreland Wealth Management

The very high valuation of fixed interest securities globally is also helping to drive share prices higher, in particular the price of government bonds such as UK Gilts.

Canaccord Genuity lights the path for entrepreneurial women

The Canaccord Genuity Advisory Programme is open to any female entrepreneur who wants to develop the tools to take her business to the next level.

Credit Suisse strengthens wealth management services in Saudi Arabia

Credit Suisse has had a presence in the Middle East since 1967

Smith & Williamson adds BlackRock Gold & General to MPS range

The team has therefore added the BlackRock Gold & General fund across the portfolios in the MPS range

Citigroup’s UAE Wealth-Management Unit Plans to Triple Assets

As part of the strategy, Citibank UAE is targeting to quadruple the number of affluent clients in the country, the company said in an emailed statement.

UBS to close a sixth of its Swiss branches

The closures will affect 44 of the bank’s 239 branches in the country, mainly smaller ones, UBS confirmed on Tuesday.

Geneva boutique to launch Sharia trade finance fund

The group said it was launched in response to growing demand from GCC investors.

GAM opens Copenhagen branch

The head of the Copenhagen branch and client director for Northern Europe, Gianluca Cerami, will drive growth in the region.

Guardian WM is reborn as Skybound WM

International financial advisory firm Guardian Wealth Management has unveiled its new name, Skybound Wealth Management, following the company's acquisition by the Skybound Capital Group.

ESG moves into the mainstream for alternative assets

Investors globally are becoming increasingly convinced that ESG integrated portfolios will generate long-term sustainable alpha, if there is good quality ESG data and analytics.

In the midst of uncertainty families are putting their houses in order

A family-wide understanding of their collective purpose, both of the business and of their wealth, supported by the Next Generation should be the starting point.

2021 US Wealth Management Outlook: Becoming “Essential” Financial Advisers

For some advisers and firms that may mean continuing to hold virtual meetings with clients.

Structured products platform to launch for European WMs with Zurich office

It will build a Swiss team and wants to offer more wealth managers and private banks access to its services.

Geneva firm kicks off soccer debt fund

The news marks the firm's first proprietary fund launch and will invest in loans offered to soccer teams around the world.

Diary of a Fund Manager- Imagine

Back in business for the first full week of the year, investors had plenty of news to react to.

Credit Suisse's American Temptation

Several big U.S. bank CEOs are desperate for growth, especially in lucrative, steadier wealth management activities.

Liontrust chief on the competitive edge of small asset managers

John Ions has built momentum with a string of acquisitions but argues size isn’t everything in the fund industry

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Wealth and Asset Management