06/19/2024
Middle East unrest and its influence on markets
Henrietta Walker, Head of Investment Specialists, discusses the ramifications of the recent market volatility and how that informs our asset allocation views.
Wealth and Asset Management
06/19/2024
BofA Private Bank Study of Wealthy Americans Finds Generational Divide in Investing, Giving and Preserving Wealth
Millennials and Gen Z Allocate Three Times More of Their Investment Portfolios to Alternative Investments than Older Generations
06/19/2024
Wealth firm Paragon raises $38m in first close for global real estate fund
Paragon and RealVantage have launched a global private equity real estate fund with overall target returns of 12-15% and a quarterly distribution.
06/19/2024
The Henley Private Wealth Migration Report 2024
Head of Research at New World Wealth, Andrew Amoils, says the benefits of this migration of wealth and talent to these destination countries are significant and wide ranging.
06/19/2024
JTC to acquire specialist fiduciary business FFP, Cayman Islands BVI and Dubai
The acquisition of FFP forms part of this strategic initiative focused on the provision of a suite of specialist services designed to ensure effective management, oversight and decision-making within the Group’s client base.
06/19/2024
Impact investing: looking for diversification in emerging markets
These factors have had a significant impact on the currency, particularly in April.
06/19/2024
EFG International: the Deal After the Deal
The reality is that EFG, which is controlled by the Greek-Swiss Latsis shipping family, is in a very strong position.
06/19/2024
Wealth managers look beyond falling rates and rising tensions
Clients’ investment portfolios are being designed to be resilient across multiple economic cycles
06/19/2024
Study reveals insights into the retirement plans of IFAs and financial planners
On average, the research found they will retire when they turn 52 years old although as many as one third (35%) intend to retire before they turn 50.
06/19/2024
Indosuez Wealth Management launches first Article 9 bond fund
The fund comprises around 60 securities across various sectors and regions
06/19/2024
Hawksford wins trust company category at 2024 eprivateclient Excellence Awards
Now in their fourth year, the eprivateclient Excellence Awards are designed to recognise outstanding achievements across the UK and offshore private client landscape
06/19/2024
Maybank Singapore to lead regional wealth management business with value
During a wide-ranging interview, he emphasised the increasing demand for wealth management services in the region due to rising affluence and globalisation.
06/19/2024
BNP Paribas WM remains overweight global equities
A soft landing for the US economy will support asset prices despite a pause on interest rate cuts, according to the firm’s Asia CIO.
06/19/2024
Asset Manager: First three places in environmental study remain empty
Greenpeace Switzerland , which commissioned the study, is calling on asset managers to adopt stricter stewardship practices.
06/18/2024
Wealth Management Firms in Asia Embrace AI to Serve the Region’s Ultra-Wealthy
Wealth management firms navigate a complex landscape as they confront macroeconomic headwinds, regulatory changes, and rising operating costs.
06/18/2024
Scalability in UK Wealth Management: Turning Challenges into Opportunities
The conversation started with a clear consensus: the industry is grappling with scalability. As costs climb and revenues plateau, firms are compelled to enhance their scalability, both in the short and long term.
06/18/2024
Indosuez Wealth Management announces the launch of the Indosuez Funds - Impact* fund
Indosuez Funds - Impact is a solution offered to equity investors looking for meaningful routes and keen to include ESG issues in their choices.
06/18/2024
Advisory teams may have advantages in wealth transfer
Canaccord Genuity CEO & Head of Private Client Group explain why advisory teams can win as clients trim their service providers
06/18/2024
GBST and Wipro announce strategic partnership to transform superannuation and wealth administration services
This collaboration addresses a critical need within the industry, where organisations often face challenges in managing legacy IT systems and multiple service providers simultaneously.
06/18/2024
French wealth management startup Ramify raises €11m
The firm's team of quantitative finance researchers, developers, and financial experts promises to offer seamlessly integrated finance, technology, and human expertise to deliver a premium client experience.