05/01/2024
Use of independent financial advisers is also expected to increase from 20 per cent in 2021 to 27 per cent, while usage of alternative investment firms or full-service institutions is set to decline.
05/01/2024
The emirate is home to 68,500 millionaires with at least $1 million in liquid assets and 206 centi-millionaires
05/01/2024
The new office at 7600 Fern Ave, Building 1300, is home to a dedicated team of Stephens financial advisors with deep roots in Louisiana.
05/01/2024
The increase in regional and domestic wealth primes AIA Singapore's wealth strategy with the launch of AIA Wealth Centre to provide bespoke experiences for customers in Singapore.
05/01/2024
The Altrata report defines “ultra-wealthy” or “ultra-high-net worth” (UHNW) donors as having a net worth of $30 million or more.
05/01/2024
Many charities view ESG investment as a combination of risk management and values-based investing because a lot of charities conflate ESG investing with ethical investing. But the two are not the same thing.
05/01/2024
Ben Fitchew is one of the quartet of fund managers launching Hueristik Capital a few months after their former employer Ardevora shut down.
05/01/2024
This is in addition to the $10 trillion in total US household financial assets women already control.
05/01/2024
Private equity could be the right product answer for the wealthy in the UK according to some experts in the field.
05/01/2024
The Euromoney Private Banking Awards, renowned in the global private banking and wealth management domain, spotlight institutions that demonstrate exceptional commitment to meeting the evolving needs of their customers.
05/01/2024
The survey conducted by WBR Insights for Northern Trust has revealed evolving priorities within the asset management industry.
05/01/2024
The Coutts Diversifying Alternatives Multi-Manager fund seeks to deliver returns with minimal sensitivity to traditional markets.
05/01/2024
The regulator is consulting on plans to name firms under enforcement investigation when it is in the public interest, but the industry is fiercely opposed.
05/01/2024
First, the underperformance needs to be contextualised against the global equity landscape.
04/30/2024
The asset manager sells the division to Nasdaq-listed alts specialist Patria Investments in a €117m deal.
04/30/2024
Annualised ECL as a percentage of gross loans and advances to customers was 30bps in 1Q24, including held for sale balances.
04/30/2024
The purchase is being executed through open market purchases in a market-sensitive manner by a third party.
04/30/2024
Both programmes are proceeding in line with our plans and expectations, and the financial guidance associated with each of these remains unchanged.
04/30/2024
The wealth management arm of Morgan Stanley recorded net revenues of $6.9bn in Q1 2024, up from $6.55bn year-on-year.
04/30/2024
Given those challenges, some observers thought M&A would suffer mightily.