04/10/2025
As the number of high-net-worth individuals, keen for sophisticated investment strategies, increases in the region, a joint statement said services resulting from the collaboration would be available from this month.
04/10/2025
Now with over 1 million users — 92% women and 70% Gen Z — Alinea hit 6x revenue growth last year, reaching a $6M run rate with a team of just 10 people.
04/10/2025
Enables Advisors to Meet Growing Demands for Portfolio Customization at Scale
04/10/2025
With the stock markets spooked, leading to their worst day since the pandemic, there are American fears that restrictions could stop the country's wealthiest from moving money overseas.
04/09/2025
This is completely natural given the uncertainty of what is happening and what could come next.
04/09/2025
The data collection, financial modelling and back-testing was run independently by the Saïd Business School to ensure methodological independence and rigour.
04/09/2025
While it’s unclear exactly what prompted the move, changes in the non-dom structure could have played a role
04/09/2025
Following its debut in Hong Kong and subsequent launch in India, Singapore marks the next phase of the global rollout, with further expansion planned across key wealth hubs across Asia.
04/09/2025
Impax's AUM fell by about a quarter to £25.3bn in the quarter ending March
04/09/2025
As markets continue to plummet, three wealth managers from the Top 100 share how they're hedging client portfolios.
04/09/2025
The inclusion of Schroders into the Jupiter UK Dynamic Equity Fund is just one in a series of changes Alex Savvides has made since taking over in October.
04/09/2025
While an opportunity, this impending avalanche has the potential to shake the foundations of the wealth industry, but also to consume private banks and wealth managers unable to adapt.
04/09/2025
All of LGT's employees were recently given access to a secure internal chatbot, based on ChatGPT.
04/09/2025
With nine wins, including Best Private Bank in Malawi, Tanzania, and Zambia, Standard Bank cemented its leadership in private banking across Africa
04/09/2025
The alternative asset manager’s range of evergreen funds is to be made available to Bergos’ clients.
04/08/2025
This launch represents a significant step forward in making Lazard’s sophisticated investment solutions accessible to more investors
04/08/2025
This marks the second consecutive year of growth following a 21.3 percent increase in 2023.
04/08/2025
First Horizon Advisors, which has about 110 financial advisors across $16 billion of client assets, will transition to LPL’s Institution Services platform in the second half of this year.
04/08/2025
Despite slower economic growth and a deep property crisis, China is seen as having long-term potential for wealth managers.
04/08/2025
The acquisition of Yodelar, which combines fund and portfolio research with an advice arm, will bring MKC's AUM to £2.5bn.