09/19/2024
LTAFs are vehicles designed to enable UK investors with longer-term horizons to invest in more illiquid assets, allowing them to take advantage of the robust returns and diversification benefits of private markets.
09/19/2024
One of the key lessons of economic history is that technology alone cannot determine investment performance
09/18/2024
Stability, Flexibility, and Dedicated Service Deepen Strategic Partnership
09/18/2024
It now appears that this figure is approaching 10 billion francs.
09/18/2024
The Italian bank’s high-net-worth clients will have access to Partners Group’s evergreen private equity strategy that’s been running for 17 years.
09/18/2024
Independent asset manager Corum has acquired Menziken-based Sensusplus.
09/18/2024
EQ Investors and Quilter do not have immediate plans to follow rival Hawkmoor’s move and temporarily suspend sustainable services to new clients due to lack of SDR clarity.
09/18/2024
The term means that most private-client wealth is held by clients who need income more than capital gains.
09/18/2024
Ratio of women in asset management declines with seniority
09/18/2024
Centimillionaires are now flocking to US wealth hubs, including New York and San Francisco’s Bay Area, as well as China, London and Paris, a new study from Henley & Partners has found
09/17/2024
Their core offerings were tools for portfolio analytics, client onboarding including suitability checks, and advisory recommendations via multi-factor portfolio optimization.
09/17/2024
New location in Hudson Yards deepens firm’s presence in New York City and reaffirms commitment to tech advancements to enhance client and employee experience
09/17/2024
Revealing the winners and finalists of the 2024 Wealth Management Awards at Business Awards UK.
09/17/2024
Alts Bridge creates a powerful solution for investors, advisors, and the home office.
09/17/2024
His appointment aims to implement a consistent strategy across all markets
09/17/2024
Long-standing relationship culminating in acquisition
09/17/2024
In an increasingly globalized world, individuals face immense challenges in not only protecting and growing their wealth, but also finding the right banking partners to support them internationally.
09/17/2024
At this year's GFO Summit, WMI announced that it has exceeded its target of 5,000 enrolments in family office education programmes, achieving this milestone ahead of the 2025 schedule.
09/17/2024
One of the most pressing challenges that the wealth management sector is facing is the shortage of skilled talent.
09/17/2024
It allows DBS to sell professional investors products that were previously exclusive to institutional investors.