Managers of Wealth

Former Octopus Investments duo launch own advice firm

While at Octopus, Wood ran London City, managing a team of 11, while Payne looked after distribution in the South East of England.

Bellevue reports market-driven decrease of net profit

Although the global financial markets were remarkably positive, Bellevue’s key market in the healthcare sector generated once again a below-average market performance.

EQT raises €22bn for PE flagship boosted by private wealth interest

The 10th iteration of the firm’s private equity fund managed to raise 40% more capital than its predecessor.

Abrdn CEO defends turnaround plan: ‘Headwinds have been stronger than I anticipated’

Bird, who dubbed himself the 'reset guy' when he became Abrdn CEO in 2020, said the asset manager was better diversified than it was three years ago

Personalized Financial Outreach Wins More Clients, per Broadridge

The company’s general manager, Kevin Darlington, explains how personalized messages—sometimes aided by AI—produce proven results for investor engagement.

Nikko AM wins 'Top ETF Issuer 2023' award from SGX

The firm has been launching ETF solutions that have long-term relevance for a broad base of investors.

Wintrust Financial Corporation and LPL Financial Announce Strategic Relationship

Wintrust Plans to Transition Two of its Wealth Management Businesses to LPL’s Institution Services Platform.

Octopus duo set up firm through M&G Wealth academy

Octopus Investments sales managers Tom Wood and Joe Payne have retrained as advisers and formed Fortify Wealth under the M&G academy.

HSBC: Wealth Management Connect expansion drives investment

Around two-thirds of respondents to HSBC's survey said they plan to boost investment via WMC on the back of today's enhancements.

UBP seeks to double Middle East business in five years

To meet the growing demand for sharia-compliant products, the Bank has formed its own sharia board and is focusing on offerings for institutions, private clients, and family offices.

Gold prices should consolidate

This means that as the USD weakens in the second half of the year, gold will rise given longstanding negative correlations with the greenback.

Blackstone CEO Schwarzman collected $1.4b last year

Blackstone slowed its pace of cashing out of deals last year, as would-be buyers stayed on the sidelines and high interest rates curbed valuations.

Square Mile CEO steps up to lead Titan AM as FCA approves acquisition

Square Mile’s Richard Romer-Lee has joined Paul Hunt as co-chief executive of Titan Asset Management after the acquisition has received regulatory approval.

UBS: High-yield bonds in euros are attractive

This should help keep defaults not only below long-term averages

The wealth of generations

These phenomena are often linked to the secular decline in interest rates and labour income shares, and are connected to the life-cycle behaviour of consecutive generations.

LLB Group significantly increases profits

The LLB Group was able to maintain its growth momentum in the 2023 financial year.

Greater Bay Area: HSBC, Standard Chartered increase Wealth Management Connect products amid drive to promote cross-border investment

It comes a month after the PBOC and HKMA announced six measures to strengthen financial cooperation between the mainland and Hong Kong

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Wealth and Asset Management