Managers of Wealth

Bristol Planner named SJP Chartered Award winner

She was one of five Chartered Financial Planners shortlisted for the award, which recognises professional standards and commitment.

UniCredit to offer Apollo Clean Transition Equity ELTIF to wealth and private clients

UniCredit becomes the first bank in Italy to offer the ACT Equity ELTIF and one of the first in Europe to provide its clients with investment solutions according the new ELTIF 2.0 directive

Observers Expect Massive Provision Increase at Julius Baer

The bankruptcy proceedings for the various Signa companies are progressing.

Claire Machin Picks Up Editor’s Choice Award

The Awards are now in their 14th year and recognise excellence from across the international private wealth sector.

WealthTrust Asset Management Launches AI-Powered Tactical Strategies, Giving Investors’ Portfolios a Technological Edge

WealthTrust Asset Management harnesses reactive AI technology to determine in real time the most promising asset classes for its tactical investment strategies.

Four trends in wealth management

Immerse yourself in the future of wealth management with Futora’s advanced tech ecosystem.

Wealth Enhancement Group Announces the Addition of the Shawn M. Scott Team with Over $136 Million in Client Assets

As expansion continues, this acquisition brings Wealth Enhancement Group's total client assets to more than $75.1 billion.

Churchill Asset Management Completes $400 Million Middle Market CLO Offering

The transaction represents the third CLO that Churchill priced in 2023 and the eighth outstanding CLO under management, bringing CLO assets under management to approximately $3.5 billion.

TISE raises £18,000 for Priaulx Premature Baby Foundation

It supports families from the Channel Islands with premature babies and sick children in a range of ways, including compassionate housing.

Julius Baer and the Elephant in the Room

Reading between the lines, that is likely to be the Signa business empire founded by Austrian investor René Benko.

Guernsey-based Funds Channel Additional £13 billion into UK Economy

The report shows that a significant proportion of this investment into the UK would not have occurred if these funds were domiciled elsewhere.

China’s gold imports surge to record high as appetite increases, middle class seek wealth security

China’s middle class are seen to be attempting to preserve their dwindling fortunes caused by the property market crisis and slumping stock market

SJP announces chartered award winners

The new responsible business award was created to celebrate businesses that "aim to have a positive and lasting impact on society".

Mourant achieves joint top spot in Private Client Global Elite Directory with 17 lawyers recognised

In addition, eight Mourant lawyers have been awarded Private Client Global Excellence accolades.

Private bank CIOs are ill at ease using semi-liquid funds

Semi-liquid funds are often seen as key to unlocking broader private markets adoption, but wealth management firms themselves have issues explaining these structures to clients.

Asia Pacific Wealth Management Market to Reach USD 33 Trillion by 2028 - New Analysis Highlights Growth Trends and Forecasts

The market is rapidly adapting to meet burgeoning client demands for sustainable investment strategies, despite previously lagging globally in this area.

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Wealth and Asset Management