Managers of Wealth

Money in motion: preserving legacy during generational wealth transfer

Predicting and preparing for the future is one of the most challenging aspects of being a trustee.

Protecting the legacy of the new generation of wealth generators

A recent Harvard business review article described creators as ‘change agents’, and estimated the creator economy capable of affecting $130billion of purchasing decisions annually.

UBS tech chief says Credit Suisse integration is on track after test run

Ermotti said in May that any delay to the IT integration would hit the Swiss banking giant's promised cost savings.

Liontrust blames outflows on Budget 'speculation and uncertainty'

For the three months to September 30, net outflows were £1.1bn, a slight drop from the £1.6bn recorded in the same period in 2023.

Brooks Macdonald to acquire Lift for £45m

Lift is headquartered in Greater Manchester, with offices in London and Edinburgh.

Brookfield Oaktree Wealth Solutions Survey Highlights Investor Demand for Alternative Investments and Critical Role of Financial Advisors

New data from “The Alts Institute” provides key insights into the value of alternatives in end investor portfolios

Clarion Wealth Planning announces management buyout

Now, the management team will acquire a majority stake in Clarion, while Walker will remain i the firm for at least five more years.

Russell Investments launches evergreen private credit fund

The investment firm has set up a multi-manager solution and is targeting 8% net annualised returns.

J.P. Morgan Asset Management Enhances Morgan Money with Expanded Access to Diverse Asset Classes

Collaboration with GLMX to offer clients a broader range of money market instruments

Van Lanschot Kempen partners with Collective Action to strengthen impact proposition

The partnership will strengthen Van Lanschot Kempen’s advisory services

Titan Wealth Group announces the creation of Titan Settlement & Custody

The newly created division underpins the Titan Wealth Group’s capability in custody and settlement services

Sustainability Award | Digital Accessibility: A Step Towards More Inclusion

For the sixth time in a row, the HWZ, in collaboration with UBS, is awarding the Sustainability Prize for outstanding bachelor's theses.

Redefining wealth management: How family offices can lead the charge in responsible investing

Family offices have traditionally been seen as guardians of wealth, focused on preserving and growing assets for future generations.

BlackRock and J.P. Morgan Back Wealth Management Solutions Provider Dynasty

The company’s offerings include integrated technology, services, turnkey asset management program, digital lead generation services, capital solutions and investment bank

BOS sees rising ‘non-dom’ flows from UK to Singapore

Non-dom describes a UK resident whose permanent home – or domicile – for tax purposes is outside the UK.

Northern Trust AM to Grow Fixed Income in EMEA

As a result, in April this year Northern Trust Asset Management announced that Christian Roth has been hired as chief investment officer of global fixed income.

LPL Financial Welcomes Morristown Wealth Management

They reported having served approximately $340 million in advisory and retirement plan assets* and join LPL from Raymond James Financial Services.

Wealth Management Industry Awards: On the Red Carpet with Peter Nolan

At the 10th Annual Wealth Management Industry Awards, Peter Nolan, EVP, Strategic Sales & Partnerships, Pontera discusses how his firm allows advisors to provide their clients with integrated advice

Brooks Macdonald Group to acquire UK chartered financial planner LIFT for £45m

As at 31 December 2023, assets under advice were c. £1.6bn

UK financial planner Clarion WP bought by management team after nearly 40 years

Founder Ron Walker has sold 60% of his shareholding in the Alderley Edge-based practice

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Wealth and Asset Management