12/11/2024
An unprecedented shift of wealth is underway across the world as baby boomers prepare to hand over their assets to the next generation.
12/11/2024
The UK is a large market with client investable assets totaling some 3.5 trillion pounds
12/11/2024
The lender hired seven new bankers in what it call its 'priority market'
12/11/2024
These funds are predominantly used in the Quilter managed portfolio service, WealthSelect.
12/11/2024
Confidence in a positive or at least stable economic situation is considered a good breeding ground for high M&A activity.
12/11/2024
The transaction will confirm Utmost International as a leading global provider of insurance-based wealth solutions
12/11/2024
Integration of BNY Pershing’s Wove Platform Allows Sanctuary Partner Firms to Elevate Client Experience
12/11/2024
This will enable decisions to be made more quickly and a better response to customer needs will be possible.
12/11/2024
This evolution is more than a technological shift—it’s an opportunity to redefine access, efficiency, and growth in a sector long dominated by traditional models.
12/11/2024
Winners will be announced at a gala dinner on 14th May 2025 in London.
12/11/2024
Investors into the platform will benefit from exposure to a collection of strategies leveraging the new ELTIF 2.0 wrapper across private equity, multi-alternatives, infrastructure, private debt and real estate.
12/11/2024
The firm outlined plans last year to double revenue and earnings by the end of the decade by boosting performance at its investment-banking and asset-management businesses.
12/11/2024
Yousefian said expectations of rate cuts during 2025 were driving a return to conditions where bonds will once again be safe-haven assets compared to higher-risk equities and alternatives.
12/10/2024
Head of institutional sales Frank Doyle will also exit the firm in March next year
12/10/2024
Dow and Macquarie Asset Management expect to close the transaction in the first half of 2025
12/10/2024
Experienced alternatives expert to meet increased demand for alternatives thought leadership
12/10/2024
World’s second-biggest asset manager will break advice business into separate unit
12/10/2024
He has over 20 years of experience
12/10/2024
Chief operating officer Robert Kitchen will assume the role on an interim basis on 1 January.
12/10/2024
The seminar also included performance reviews of Oakglen Wealth’s diversified investment strategies.