Wealth and Asset Management

14895 articles found

Wealth and Asset Management

A Turning Point for Women in Wealth Management

Wealth management has undergone a meaningful shift over the past decade, and one of the most important changes has been the steady rise of women advisors. What was once a heavily male-dominated field is evolving into a more balanced, more inclusive profession—and that shift is creating real opportunity.   Women advisors are gaining ground not […]
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Wealth and Asset Management

RBC Wealth Management: Setting Up Advisors for Success in Serving the Ultra Wealthy

As the number of ultra-wealthy Americans has grown steadily in recent years, wealth management firms are evolving to better serve the distinctive needs of this client segment.     To win over these sophisticated and discerning families, wealth management firms need advisors who have the right mix of experience, specialized know-how, and access to a variety […]
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Wealth and Asset Management

Marsh strengthens Mercer’s investments leadership to drive client impact

Mercer has announced changes to its investments leadership designed to accelerate client impact, help clients continue to navigate uncertainty, and build long-term growth amid a rapidly-shifting investments landscape.   "These leadership changes position Mercer to continue to partner with our institutional investor clients to deliver integrated, outcome-focused advice and solutions for their evolving needs," said […]
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Wealth and Asset Management

Stonehage Fleming emphasises time, patience and discipline for successful investing

Stonehage Fleming believes financial markets currently present investors with a rare confluence of risks: geopolitical fragmentation, structural economic disruption and the growing uncertainty of a multipolar world, highlighting the case for investor caution.   Yet, amid this global friction – just as transformative innovations emerged during past upheavals – AI is gathering pace, offering the […]
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Wealth and Asset Management

$2.4B UBS breakaways launches Evertern Wealth to target UHNW families with family office model

A veteran advisory team overseeing roughly $2.4 billion in client assets has launched a new independent wealth and family office firm in Florida, the latest sign of continued breakaway momentum among experienced advisors.   Evertern Wealth officially opened this week in Naples supported by Dynasty Wealth Partners and led by industry veterans Jason Stephens and […]
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Wealth and Asset Management

Two Sydney-based wealth managers merge

Edney Ryan Group’s wealth management business has split off and merged with Minchin Moore Private Wealth as the former turns its focus on other professional services.    Headquartered in Sydney’s Mosman, Minchin Moore is led by managing partner Mark Minchin and specialises in delivering private wealth advice.    Driving growth at the firm, Edney Ryan […]
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Wealth and Asset Management

Wealth by generation: Which age group is the most financially successful?

There’s a reason financial success is such a universal aspiration. Being financially successful gives you freedom, security, and options.   But depending on which generation you belong to, you may have different views about what, exactly, constitutes financial success. You’ve also faced unique circumstances that have helped or hindered your ability to build wealth.   […]
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Wealth and Asset Management

Asian families are moving faster than their wealth plans

Asia’s wealthy families are more global, mobile and internationally connected than ever before.   Residency is increasingly fluid, with families dispersed across the region and more widely across the world.   Assets themselves are spread across public markets, private investments, property and operating businesses located in multiple countries.   In this context, single-jurisdiction planning based […]
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Wealth and Asset Management

Wealth management’s overlooked client base

Smaller accounts were never really a question of demand. They were a question of delivery.   For most advisory firms, the challenge was not whether younger or less wealthy investors wanted professional portfolio management. It was whether the firm could provide it without absorbing the same operational burden required for far larger households.   Onboarding, […]
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