Managers of Wealth

Brookfield’s emerging markets transition fund eyes private wealth

The Catalytic Transition fund has raised $2.4bn so far, with a $1bn anchor commitment designed to serve as a ‘return enhancement lever’.

Thorntons Wealth’s assets near £1bn following Robson Macintosh deal

One additional benefit of the increased scale of the enlarged Thorntons Wealth business will be a reduction in service costs for the vast majority of Robson Macintosh’s clients.

Global investors look through election uncertainties to double down on global equities and private equity

Specifically, in terms of national policymaking, investors said global alliances on politics and trade (44%), as well as high levels of government borrowing (35%), would most likely impact their investment positioning.

The Future is Private

Companies are staying private longer and by the time they go public (if they do it at all), most of their growth is behind them.

Wealth managers must navigate choppy crypto waters

It is also evident that participating in the digital asset space is demanding for industry actors.

Rathbones ups cost savings after Investec merger

Wealth managers continue to hunt for ‘synergies’ amid rampant consolidation

St James’s Place: Analysts back UK’s largest wealth manager

By the end of the quarter, funds under management had swelled to £184.4bn, up from £181.9bn the quarter before and also ahead of consensus.

CMU OmniClear Limited and SIX cooperate to open up further cross-border investment opportunities

They will also intensify their working relationship and maintain channels for the exchange of information.

Brooks Macdonald flags how adviser acquisitions ‘demonstrate pace’ of unfolding strategy

During the first quarter of the financial year, the group saw net outflows of £0.1bn

Infrastructure investments with impact

Companies participating in the infrastructure boom benefit from an unprecedented pipeline.

Exploring wholesale digital payments: Deutsche Börse Group at the ECB trials

Together with leading institutions, infrastructures and fintech businesses, Deutsche Börse Group contributes to this transformative endeavour with its Clearstream and Eurex Clearing businesses.

Former Executives from Reyl and UBP Establish Their Own Firm

They are receiving support from Natalia Souto Rodríguez, a former partner at Prime Partners.

Apollo CEO Rowan Sees Private and Public Markets Converging

Competition and liquidity will boost demand for private assets, Apollo's CEO said at the CAIS Alternative Investment Summit.

InvestCloud Revolutionizes Wealth Management for FirstCape with Multi-Stage Digital Transformation

InvestCloud’s fully integrated platform set to significantly boost advisor efficiency, enable growth and scale for New Zealand’s premier advisory and asset management firm, enhancing client engagement at every stage of the investment lifecycle

Citizens Private Bank welcomes team in Boca Raton

A team at Citizens Private Bank is added to the workforce in Boca Raton.

deVere Group Secures Family Office Licence, Marking New Era in Elite Wealth Management

The newly secured Family Office Licence allows deVere to cater to the most complex financial needs of ultra-high-net-worth individuals (UHNWIs) and families, setting it apart from competitors.

Are the good years in asset management over?

The asset management industry is under pressure.

Rathbones Group PLC Third Quarter Trading Update

Net flows in the quarter reflected the resilience of gross inflows despite the impacts of managing a significant client consent process.

SJP records net inflows of £890m in last quarter

The UK’s largest wealth manager also recorded gross inflows of £4.4bn in the third quarter, 20% higher compared to the same period last year.

Liontrust shares fall after fund manager suffers £1.1 billion of outflows

Active fund manager hit by economic and political uncertainty ahead of Budget

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Wealth and Asset Management