Managers of Wealth

New report highlights evolving investment suitability practices in Canada

The study, conducted by Canada’s Financial Wellness Lab in collaboration with Ortec Finance, provides insights into current industry practices, challenges, and areas for improvement.

Shaw and Partners Financial Services Expands into New Zealand with Strategic Acquisition

ISG’s funds under management are fully annuitized, providing a strong base of recurring revenue and a solid platform for future growth.

Rickie Chan: «We Want to be the Ferrari of Private Banking»

One of the main reasons is the cost efficiencies that can be realized through various efforts such as mass product launches or shared back office expenses.

Global art trends viewed by Guillaume Cerutti, Chairman of Christie’s International

Collectibles are often illiquid and follow trends of their own, thereby providing precious sources of diversification to the rest of investment portfolios.

Organic Growth Will Be a Defining Advantage as Financial Wealth Hits Record-High $305 Trillion

What defines winners today is no longer exposure to market performance or the ability to poach senior bankers

Citi and CREATE-Research Report Highlights Shifts Transforming the Global Asset Management Industry

269 asset managers share their views on future business and operating models against a backdrop of industry challenges, new growth drivers and the adoption of AI and GenAI technologies

Canada appears to be losing appeal for millionaires, report reveals

Demand weakens along with other traditional destinations for wealth migrants

Millionaires to flee UK in record numbers

An estimated 16,500 millionaires are set to leave the country in the coming 12 months

BNY Approached Northern Trust for Merger Talks, WSJ Says

The chief executives of the banks had at least one conversation

Bank of China ( Television Broadcasts Limited (“TVB”) “Wealth Management Expo 2025” was successfully held

Driving Economic Momentum, Leading Trends with Mega Events

What is behind Neil Woodford’s latest venture?

The similarities extend to the colours and fonts being used on the new venture’s website, and the structure of the investment portfolios.

Britain must welcome the rich: they will help to support our working class

The social contract between the rich and the poor is at an all-time low.

Why Elon Musk’s US$34 billion loss wasn’t really that – and what it tells us about the philanthropy of the ultra-wealthy

Gaining or losing even 0.001% of that wealth would be life-changing for most people.

As IHT receipts hit £1.5 billion, St. James’s Place outlines key gifting strategies to reduce the potential tax burden

The annual exemption allows individuals to give away £3,000 each year, plus the previous year’s exemption if not already used.

Stefan Mäder: “Blatten is in our heads – whether we like it or not”

There was not much destruction to property. Tragically, the rockslide also claimed a human life.

Envestnet Expands Access to Alternative with Integrated Models and Advisor-Traded Capabilities

New Functionality, Model Portfolios, And Integrations Democratize Access to Alternative Investments at Scale with Leading Asset Managers – BlackRock, Fidelity Investments, Franklin Templeton and State Street

Why choosing ZEDRA for escrow and paying agent solutions is a strategic advantage

ZEDRA stands as a premier provider in this space, offering fast, secure, and scalable solutions that deliver unparalleled peace of mind.

SNB: A negative interest rate would only be a small surprise

Given the unusually high level of uncertainty this time, explanations of risk management could be helpful in monetary policy decision-making.

David Ostojitsch: When advice works, the whole economy benefits

The regulatory burden is also a sticking point.

UBS employee data ends up on the darknet

Among the data sets offered on the dark web is a list with information on approximately 130,000 employees of the major bank.

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