Managers of Wealth

Carey Olsen named Offshore Law Firm of the Year at Chambers High Net Worth Awards 2024

Carey Olsen has been named Offshore Law Firm of the Year at the Chambers High Net Worth Awards for the second year in a row.

Steady fund flows have bolstered Hong Kong’s asset, wealth hub status, SFC study finds

Hong Kong-domiciled funds saw net fund inflows of HK$33 billion (US$4.2 billion) in the first quarter

Söderberg & Partners invests in three more IFA firms

In April, Söderberg & Partners announced it had made investments in four IFA firms: Courtney Havers; Bespoke-Advice Ltd; Clear Financial Advice; and Bigmore Associates.

Global Wealth Report 2024

Wealth is steadily growing throughout the world – albeit at different speeds – with very few exceptions.

Dynasty Financial Partners Surpasses $100 Billion in Platform Assets

Milestone Achievement Underscores Firm’s Unrelenting Growth, Incomparable Platform, and Superior Service

$7.8bn Perigon signs on to use Zoe Financial’s digital wealth platform

The Constellation Wealth Capital-backed RIA will place new advisory clients — gained both organically and inorganically — on the Zoe Wealth platform.

Mergers and acquisitions in wealth management: exploring the key transaction models

The impact of regulatory change, coming on top of an already fragile business model, could accelerate the consolidation of EAM companies over the next three years.

Wealth Management Association Launches Technology Initiative

Good IT solution is crucial for wealth managers.

Bridging wealth and sustainability

A curiosity-driven approach which emphasises active listening and understanding helps engage family offices and different generations.

UBP House View - July 2024

Momentum has been propelled by earnings growth and the “Magnificent 7”

Listed UK fund groups see more than £2bn wiped from market value

Asset managers have seen share prices decline further since the start of 2024

Bitcoin ETF launches transform crypto investing: Nickel Digital Asset Management

Its study with organisations already invested in the sector found 77 per cent expect the flow of funds into bitcoin ETFs to increase over the next 12 months with 13 per cent predicting dramatic increases.

PIMFA Wealthtech and EY Announce the Publication of our Report New Technology And Client Expectations in the Wealth Management Industry

The report outlines the changing expectations of clients in the wealth management industry

“Upholding values is non-negotiable”

The Saffery Trust core values – integrity, enthusiasm, excellence, and collegiality – underpin both client service and the organisation’s employee value proposition

Positioning portfolios for a likely pickup in volatility

US equities started the week at fresh record highs, with the S&P 500 and the Nasdaq rising amid increased market confidence of a Federal Reserve rate cut in the coming months.

Global Financial Wealth Rebounds by 7% in 2023, Driven by Buoyant Equity Markets

Over the next five years, an estimated $92 trillion of financial wealth will be created.

Huntington Private Bank wins two Wealth for Good Awards

Huntington's wealth-management business recognized for inclusion and thought leadership

Impax to acquire European-based high yield assets and expand fixed income team in agreement with SKY Harbor Capital Management, LLC

The acquisition marks an important step in Impax’s strategy to expand its fixed income business and follows Impax’s agreement to acquire the assets of Copenhagen-based Absalon Capital Management (“Absalon”).

Oxfordshire-based CMS Wealth snaps up UHNW firm

CMS is aiming to raise its profile with the deal to become a leading player in the financial planning sector.

ZKB puts Swiss banks through their paces

Even if the exceptional year is unlikely to be repeated, the earnings prospects are quite favorable.

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Wealth and Asset Management