Managers of Wealth

3 reasons to consider launching a European private market fund

Strategic growth is often synonymous with new products and distribution channels.

Winning by not losing

“No warning on Earth can save people determined to grow suddenly rich.”

Generational Wealth Divide: Younger High Net Worth Americans May Reshape How Wealth Is Transferred to Future Generations According to New Schwab Survey

They’re also planning a more prescriptive approach to how their wealth is used.

India’s Top 100 Richest: Wealth Reaches Record-Breaking $1.1 Trillion

In the past year alone, India’s wealthiest added $316 billion to their combined net worth, marking a 40% surge.

Allianz pauses talks with Amundi over control of asset manager

The two sides were unable to agree on a deal structure

2024 in Review: Helen Kan on Trends, Challenges, and Strategies Shaping Asia’s Wealth Management Landscape

Next year, wealth management industry continues to face economic uncertainty

Ray Dalio’s Latest Project: An Online Training Course for Investors

The Wealth Management Institute of Singapore in September launched the Dalio Market Principles Program in Strategic Investing for Family Offices program

Why time in the market beats timing the market

As an investor, you would no doubt be concerned.

Schroders UK Financial Adviser Survey 2024: Advisers anticipate move to equities as investors reduce cash holdings

The current survey reveals a significant shift from holding cash back to investing.

Political crises in France and South Korea aren’t market crises

Both look like political rather than financial market crises.

Foster Denovo acquires £300m AUA adviser firm

This latest deal marks the national firm’s sixth acquisition in 12 months

Nedbank seeks to calm nerves of unprepared heirs

People don’t tend to realise philanthropy can benefit them

Future-Proofing Wealth Management: An In-Depth Interview with FNZ’s Group President Roman Regelman

Roman discussed FNZ’s commitment to “opening up wealth” by creating an end-to-end wealth management platform that integrates modern technology, business and investment operations.

From Banking to Construction: New Investment Opportunities

Panattoni, Europe’s largest industrial and logistics property developer, was looking for an opportunity to offer private investors a well-diversified platform.

Wealth manager Q&A with Dr Sarah Ruggins: Diversification discipline

Dr Sarah Ruggins, head of investment specialists at St. James’s Place, on cognitive diversity, financial inclusion and the avoidance of group-

Madness. Madness!

"No matter how much you like grilled cheese… I can’t see this as a reasonable valuation."

Cathay eyes DPM launch in HK and SG private banking push

The Taiwanese institution is looking to build its private banking teams in Singapore and Hong Kong and broaden the range of investment services it offers clients.

Schroders Capital Global Private Equity Semi-Liquid Fund surpasses $2bn milestone

The fund focuses on buyouts of small and medium companies from Western economies and Asian growth opportunities.

Amati AIM VCT drops Paul Jourdan after 19 years and hires Maven

The £111m venture capital trust ends strategic review by serving notice on smaller companies fund manager Amati, appointing Maven Capital Partners to broaden its strategy.

Germans' interest in the topic of inheritance continues to decline

Deutsche Bank study on inheritance says 64 percent of Germans are reluctant to deal with the topic

Comment & Analysis