SMA, the integrated model that combines advanced consulting and management
This is a model that can represent a strategic response to the growth of passive management
Wealth and Asset Management
15215 articles found
FAAA statement on Senate decision to discontinue Inquiry into wealth management companies
“The decision to end the Inquiry seems extraordinary, particularly in the light of recent news about the collapse of Shield and First Guardian, potentially involving over $1 billion in consumer losses from their super.
Why Founders Talk To Wealth Advisors
Say you sell your company for $1 billion, or even a smaller $10-100 million range - where do you want the money sitting 1 week, or 1 month after it hits your primary bank account?
Indosuez Wealth Management finalises the acquisition of Banque Thaler
The acquisition, initially announced on 4 th April 2025, has received approval from the relevant regulatory authorities.
Aberdeen and Titanbay Partner to Unlock Private Markets for UK Wealth Managers
A strategic partnership to streamline operations and scale access to private markets
Survey: Apac wealth managers’ demand for alts rises
Private credit and hedge funds are the most popular in the region.
New Frontier Economics report reveals Guernsey’s expanding role in supporting UK growth through international private capital
Almost 90% of Guernsey-domiciled funds' managed assets are sourced from non-UK investors, supporting FDI into the UK.
Burnout, bonuses and the illusion of success
Wealth managers often assume their clients are successful business leaders, but digging deeper shows many high net worth individuals are highly problematic characters
St James’s Place shares: More to come from this FTSE 100 wealth manager?
The firm beat expectations on funds under management, driven by better than expected inflows and supportive market conditions.
Amundi Expands Income Strategy Availability in Asia
The fund invests in the Amundi Funds Income Opportunities and aims to provide stable, long-term income through dynamic asset allocation and hedging across various asset classes and regions.
Citi wealth boss Andy Sieg denies claims he threw tirades, made execs cry: ‘Not accurate’
“The quality of talent that has risen up inside Citi and joined our part of the business from outside has been phenomenal. So we’re moving ahead full speed.”