Managers of Wealth

When it comes to financial advisor success, wealth management consultants are key players at RBC Wealth Management

We want to help financial advisors build their business in a way that’s meaningful to them

Liontrust looks to positive times for UK asset managers

Analysts at Panmure Liberum said the company's "direction of travel is changing for the better.

Redemption of two UBS Group AG additional tier 1 instruments

The last trading day of the SGD AT1 instrument will be 2 September 2024.

Three reasons why investing in people matters

Investing in themes like "Diversity and Equality" can also be a way to identify companies focused on employee retention and productivity.

Asset managers increase investment research budgets for first time since MiFID II

Survey by Substantive Research shows ‘trend has turned’ on years of cuts to investment research budgets

Golding’s successful secondaries strategy strengthens its ESG approach and classifies as Article 8 SFDR strategy

Golding Capital Partners has refined its sophisticated ESG screening model and so extended full ESG transparency to its secondary market products.

Wealth managers bullish on equities as elections come and go

The latest manager sentiment survey from Asset Risk Consultants (ARC) shows that positive sentiment towards equities has increased markedly over the past year despite more than 70 countries going to the polls in 2024.

Why the CEO of a woman-focused investing firm is still all-in on remote work

Krawcheck says an all-remote office helped with recruiting, as the firm could pick the best applicants regardless of their location, and also made everyone more effective.

HSBC AM’s Passive Assets Cross $100 Billion

During this period, ETF assets quadrupled to $37 billion while index funds more than doubled to over $63 billion.

BlackRock urges FCA to include corporate access in investment research overhaul

MiFID II changed the rules governing how brokers facilitate meetings between asset managers and company executives

Julius Baer says don't cut Big Tech and investment grade credit

Rival private banks have been turning angsty on the valuations of the US tech titans and high quality corporate bonds, but the Swiss pure-play remains a staunch bull.

Adams Brown recognized for wealth management excellence

Recognized for their excellence, Accounting Today has named Adams Brown Wealth Consultants as a Top Firm by Assets Under Management: Wealth Magnets.

'Wealth managers should collaborate with family offices to serve HNW clients'

The report found UHNWs have increased the number of relationships they have with a wealth management firm from three in 2020 to seven in 2023.

LOIM launches earnings-surprises big data hedge fund

The DataEdge strategy is opened for the first time to external investors and in the Ucits format.

Indosuez Wealth Management launches the 'StartUp Connections' in 4 countries

Developed by the Indosuez Innovation Lab, StartUp Connections lists over 100 international startups in the fundraising phase or in search of business relationships.

Mediobanca strengthens in European advisory services with the opening of a new office in Germany

Corporate and Investment Banking Division Consolidates its Specialization in MID Corporate deals at international level

Schroders publishes its first impact investment report

Schroders Impact Report provides a comprehensive summary of the tangible impacts being delivered by our Impact Driven investment range.

Deutsche Bank division cuts external consultancy spend by 70%

The decision to cut consultancy spending, amounting to a double-digit-million-euro reduction, aligns with the bank’s broader cost-cutting goals, and the strategy to leverage internal expertise to resolve complex and recurring issues.

Broadridge Adds Values-Based Investing Tool into Advisor Platform, Enabling Enhanced Advisor-Client Experiences

Powered by YourStake, Broadridge will enable advisors to offer hyper-personalized data-driven insights aligned to investors’ core values

Jason Fial named partner at Scottsdale’s Wilde Wealth Management Group

Prior to joining Wilde Wealth, he was a financial representative for Country Financial for nearly 15 years and earned his bachelor’s degree from Arizona State University.

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Wealth and Asset Management