Klaus Wellershoff opens asset manager to retail investors
DV8 Investment Solutions sees a Wellershoff trinity bring their new ultra-simplified investment firm to a wider audience.
Wealth and Asset Management
15046 articles found
Why tech is key to managing the great wealth transfer
These staggering inheritance figures, from a report by Vanguard, should be a golden opportunity for the industry.
Morgan Stanley Investment Management Closes North Haven Venture Capital Opportunities Fund I With Over $280 Million
Investors encompass institutions from a wide range of geographies and include public pensions, corporations, foundations, and family offices.
Sanctuary Wealth Lands Former Bank of Montreal Advisor Who Managed $580M In Assets
Advisor Bernard Reed has launched Velorum Wealth Management and aligned it with Sanctuary’s partnered independence model.
StanChart PB cancels client event in Thailand on compliance concerns
The British lender, like many rivals, serves Thai clients from Singapore, where it books assets.
HSBC spends £3.5m on its first UK wealth centre
The centre, based in St James, is the latest in a series of initiatives aimed at capturing a greater slice of the mass affluent market.
The European asset management industry: Navigating volatile times
Macroeconomic uncertainty and weaker profits are forcing the industry to rethink its business and operating models.
Partners Group opens office in Miami
The Miami office is Partners Group's sixth office in the Americas and brings the firm's total number of offices worldwide to 23.
PIMCO Announces New Partnership with Aditum in the United Arab Emirates
Aditum Launches Two Funds Offering Access to PIMCO Strategies
Chase de Vere’s profits up £32m as firm eyes further acquisitions
Pre-tax profits mark a 24.2% increase from £25.7m in 2023.
Nutmeg losses hit £40m in 2024 despite £2bn asset boost
Robo-adviser's owner JP Morgan backs company with £100m injection and new portfolio launches.
French group acquires Kaleido Private Bank
This acquisition increases the group's assets under management to approximately €10bn.