07/26/2024
Multigenerational wealth – how to keep it in the family
The statistics are regularly quoted, probably because the warnings Roy Williams gave alongside the findings have still not been heeded.
Wealth and Asset Management
07/26/2024
Top 1 percent bags over $40 trillion in new wealth during past decade as taxes on the rich reach historic lows
This week G20 Finance Ministers are expected to lay the foundations of a groundbreaking global deal to increase taxes on the super-rich.
07/26/2024
Future Leaders Awards Shortlist 2024
Accountant of the Year – Associate
07/26/2024
Risk Management in Consulting and Wealth Management: Adequacy and Portfolio Analysis
One of the most impacted aspects is portfolio risk management . Regulation requires rigorous monitoring of market, credit and liquidity risks for the assets of private clients advised.
07/26/2024
Vontobel delivers strong profitability, stabilizes institutional flows and advances strategic priorities
This transaction marks a milestone in Vontobel’s private markets strategy and provides investment capabilities in the fast-growing private infrastructure segment.
07/26/2024
Franklin Templeton and SBI Form JV For Digital Assets
Franklin Templeton and SBI Holdings have signed a Memorandum of Understanding to establish a joint venture in Japan
07/26/2024
China's third plenum: private banks expected more clarity
The plenum saw top Chinese officials discuss policies to raise consumption, boost innovation and the local property market.
07/26/2024
Man Group Half year results
We were also pleased to record net inflows of $0.9 billion during another challenging period for asset raising in the industry.
07/26/2024
UBS to sell the Credit Suisse Insurance Linked Strategies Ltd business to its management team
Upon closing, CSILS will operate independently from UBS under a new name and will continue to manage the funds and single investor fund mandates.
07/26/2024
Jupiter investors accelerate exodus over departure of star stock-picker
Pre-tax profits meanwhile rose 11 per cent per cent to £38.7m.
07/25/2024
Sygnum Posts Profit and Sets Stage for MiCA-compliant expanded EU Market Entry
Business performance is enabled by expanded trading features and platform, strategic partnerships with leading digital asset and TradFi financial institutions, and a diverse, international team now over 250-strong.
07/25/2024
Asia wealth firms target doubling of assets under management to US$260 trillion by 2026
About 11 per cent of Asian high-net-worth clients’ assets are currently invested outside their home markets
07/25/2024
Amundi launches two multi-asset funds in Thailand
Amundi and Kasikorn Asset Management have raised €153m following the launch of two multi-asset funds.
07/25/2024
Ellevest’s Sallie Krawcheck: Looking at the ‘great wealth transfer’ through a gender lens
The industry overlooks the gender lens at its peril: women are expected to gain control of most of that wealth
07/25/2024
Presentation of the 2024 half-year results for the Julius Baer Group
Julius Baer is now regaining its momentum.
07/25/2024
Bellevue Group reports net profit
Half-year results for 2024
07/25/2024
Wealth management is rife with conflicts of interest. Fee-based investment is the way forward
The challenge lies with the need for consumers to distinguish the services worth paying for.
07/25/2024
Alternative Assets: Objectway Client Portal Debuts with Sagitta Sgr
The new tool developed by Objectway
07/24/2024
Credent Wealth Management to Accelerate Growth with Capital Infusion from Crestline Investors
Investment to Drive Further M&A Activity and Growth for the Leading RIA
07/24/2024
DBS partners BlackRock for exclusive bond fund launch
The three-year bond fund, only open to DBS and POSB customers, will look to deliver a higher income than cash through holding a portfolio of short-dated investment grade bonds run by BlackRock.