Managers of Wealth

Barometer: Let the rally continue

Ample monetary and fiscal stimulus should provide a strong boost to the economy and corporate profits.

Leading Out of Lockdown: The Seven Traits of Leaders Who Are Fit for the Challenges of the Future

General Stan McChrystal ran the joint operations for the allied forces in Iraq and Afghanistan and commanded the mission to capture Saddam Hussein.

Family Offices Like Archegos Take Big Risks Like Hedge Funds

Shift in behavior at these below-the-radar institutions has raised concerns on Wall Street

The focus of the IRS global high-wealth group

The IRS recognizes that these notable shifts are occurring in conjunction with a greater concentration of wealth in fewer individuals and families, particularly those who are both globally mobile and savvy cross-border investors.

S.P. Hinduja Banque Privée Adds Two New ESG-Compliant Funds

The Climate Action Portfolio focuses on stocks that are part of the global battle against climate change. Its stocks focus on alternative energy, energy efficiency, sustainable mobility, "green" real estate, and sustainable water.

Three Truths Turning The Financial Advice Industry On Its Head

Ryan George, Chief Marketing Officer at Docupace says taking the lead on positive client engagement, robust financial planning and fiduciary will reap the benefit of loyalty

Standard Chartered Bank wins IDC's "2021 Smartest Bank in Asia" award with SAS solution

Partnering with SAS, Standard Chartered Bank builds scenario-based analytics platform for robust stress testing

Last Chance for Credit Suisse

The disaster pile-up by Credit Suisse causing billions in losses leads to a single conclusion: the Swiss bank needs a major strategy overhaul under new oversight.

Sustainable Investment Report 2020: "people want to see change"

In a foreword to our annual Sustainable Investment Report, our group chief executive Peter Harrison explains how 2020 changed the way people feel about sustainability.

Utmost Group announces the proposed acquisition of Quilter International from Quilter plc for £483m

Quilter International will become a part of Utmost International, the international life assurance business of Utmost Group

James Hay ramps up Nucleus bid by changing takeover strategy

James Hay is set to acquire Nucleus by way of a recommended takeover offer, as opposed to its original plan of using a scheme of arrangement, in order to increase its chance of snapping up the rival platform.

New Kingswood boss outlines future acquisitions

Kingswood has acquired five advice companies in the past two years, backed by the capital of its private equity backers, who hold a stake.

HNW investors' demand for private equity growing

HNW investors’ growing private equity allocations

JPMAM China wealth partnership launches fund

A week after the asset manager took a 10% stake in the Shenzhen-based firm

Schroders publishes its fifth consecutive Gender Pay Gap Report

The pay gap is predominantly the result of a role gap driven by lack of women in senior management and other higher-paid roles, particularly in the investment side of the business.

EFG International publishes the agenda for its Annual General Meeting and announces the closing of the transfer of its Ticino-based retail business

Safeguarding the health and safety of our shareholders and employees is our top priority.

Envestnet | PMC's Private Wealth Consulting Service Enables Advisors to Outsource Portfolio Management for High-Net-Worth Clients

PMC Broadens Suite of Services for High-Net-Worth Clientele with High-Touch, Customized Portfolio Solutions & Overlay Features

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Wealth and Asset Management