Managers of Wealth

Billionaire wealth grows despite regional and sectoral shifts

The number of billionaires globally increased from 1,757 to 2,682, with a peak of 2,686 in 2021.

Global wealth management group GSB launches FutureOf fund

Beth Bell has joined to run the fund

Active ETFs gain ground on more passive benchmark trackers

Global assets have tripled since 2018 as many consider they show greater promise than more traditional mutual funds

Schroders: Asia wealth managers gorge on private markets

Financial advisers and wealth managers in Asia are seeing private markets allocation rise in response to shifting market dynamics.

Delving into the small and mid-cap market after the election

But remember that with Donald Trump, nothing is certain and things can change very quickly.

Changes In The Wealth Advisory Industry Heading Into 2025 And Beyond

For generations, ultra-high-net-worth families have relied on private family offices.

BCGE strengthens its strategic partnership with Finnova

This long-term commitment highlights the importance for BCGE of working closely with one of Switzerland’s leading banking software providers.

Billionaire Ambitions Report 2024

The bank also conducted an online survey of the views of a sample of UBS billionaire clients across the world’s main regions.

Potential for growth with low margins

The success in German-speaking countries was also made possible by the 2021 takeover of Die Software from Ebersberg in Bavaria

Choreo unveils tax platform to shift wealth management

New automated solution enhances tax-aware investment strategies, saving time for advisers and maximising benefits for clients.

J.P. Morgan’s data platform to incorporate FactSet analytics

The move helps clients focus on investment insights and alpha generation while leveraging modern data management.

Supporting UHNW families for sustainable wealth growth and preservation

As UHNW individuals and UHNW families become increasingly sophisticated in their approach to wealth management, their needs are evolving.

Schroders could raise £3.2bn from ‘radical’ asset management sale

Offloading its asset management business could raise more than £3bn and would help Schroders focus on becoming a leading wealth management firm

Moneyfarm expands UK footprint with Willis Owen purchase

This acquisition, which brings Moneyfarm’s group total assets to over £5bn, is the firm’s third in the UK over the past three years.

Dynasty Financial Partners and Nasdaq Private Market Announce Partnership to Connect Private Company Shareholders to Top Wealth Managers

This partnership will help NPM clients participating in private company secondary liquidity events have access to comprehensive investment and tax planning services to promote better financial futures for them and their families.

UBS: Billionaire Wealth Stagnates in Asia

Not only did APAC record the slowest growth but it was also the only region that did not surpass its last peak in 2021, which saw a total of $4.6 trillion in billionaire wealth.

Federated Hermes bets on Asian structural growth in wealth

More sophisticated family offices demand more complex products.

Wealth managers and financial advisers globally dial-up private markets allocations in response to shifting market dynamics

Two-thirds of wealth manager and financial adviser respondents highlight that the potential for higher returns than public markets is the most important benefit for investing in private markets for their clients

Praemium partnership expands access to alternative assets

Users will also be able to utilise comprehensive resources to improve understanding and application of structured products in client portfolios, ensuring they are able to maximise the benefits of these investment options for their clients.

M&G helps ex-RBC Brewin Dolphin press head launch advice business

Former press officer Richard Janes is one of the latest to qualify as an adviser after passing through the M&G Academy.

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Wealth and Asset Management