Managers of Wealth

Ten Trends That Will Impact Private Wealth And Family Offices In 2021

This strengthens their capacity to be resilient, minimize risk and leverage opportunity.

Lombard Int'l Assurance expands wealth planning solutions to Greek tax residents

Lombard International Assurance's new offering, for affluent Greek tax residents, provides access to benefits including asset and investor protection, tax deferral, international portability and asset allocation.

Sustainability and responsible investment drives growth in Thailand’s asset management sector

Leading Asian asset manager UOB Asset Management (Thailand) has enjoyed two years of robust growth thanks to its tailor-made investment solutions and products

Labuan IBFC partners with RAM Ratings agency

Labuan Entity Corporate Assessment has enhance intra and inter-Labuan cross business as the Labuan IBFC jurisdiction grows from strength to strength.

Fidelity says it is not out to eat advisers’ lunch with wealth management push

Latest venture would be an expansion of Fidelity Personal Investing service for D2C customers and would not compete with its adviser users

Canaccord Genuity Group Inc. Access to Third Quarter Fiscal 2021 Results Information

Interested parties are invited to listen to Canaccord Genuity's third quarter results conference call via live webcast or a toll-free number.

Mattioli Woods invests in firm behind SaaS wealth management platform

The investment sees the Company take an initial shareholding of 4%, through a subscription of new shares in Tiller, with the potential to increase this holding in the future.

Morgan Stanley beats estimates on better-than-expected Wall Street and wealth management results

Revenue of $13.64 billion was more than $2 billion beyond the $11.54 billion estimate.

Close Brothers assets rebound after virus turmoil

Total client assets increased to £15bn, up from £13.7bn five months prior, which Close Brothers primarily attributed to favourable market movements.

A 'bit' risky

Bitcoins, money, and portfolio diversification

Deutsche PB prepares for a ‘new reality’

Changing personal and business behaviour, structural shifts and rising inequality shape the bank’s investment strategy in 2021.

Estate planning for celebrities and UHNWIs

It’s not disorganisation or a lack of desire that stops people planning their estate.

IW Long Reads: Up In The Clouds? How Vertically Integrated Firms Are Shaping Up In 2021

Are wealth managers offering financial advice going to become the norm?

UBP: Net New Money Doubled in Year of Corona

Compared to the previous year, net new money inflows doubled to 8.97 billion francs.

Annual results 2020

These large inflows offset the negative exchange rate effects (CHF 7.3 billion) over the year.

How overseas operations can help HNWs mitigate tax liabilities

Investors look to European countries for ‘a superior quality of life and a safe haven for assets’

Mourant Senior Associate wins Gold at Citywealth Magic Circle Awards

Citywealth's flagship Magic Circle Awards, celebrates the world's leading advisors and managers in the wealth industry, acknowledging the achievements of both individuals and companies.

Liechtenstein alts boutique partners with AM to launch fund

The Mikro Kapital fund A gives investors exposure to developed and emerging countries along the silk road, a statement released by the firms reads.

Profile was accredited with 22301 & 14001 ISO certificates

This is a certificate that Profile holds for almost 20 years.

1
2
3
…
736
737
738
739
740
741
742
743
744
745
746
…
1691
1692
1693

Wealth and Asset Management