01/18/2023
17 J.P. Morgan Teams Selected for Forbes Best-in-State Wealth Management Teams Ranking
The ranking was compiled by SHOOK Research.
Wealth and Asset Management
01/18/2023
Matthew Burton named one of 50 Most Influential
The 50 individuals listed were selected by judges based on the achievements that potential candidates made over the past 12 months, considered alongside their reputations.
01/18/2023
UK's fund managers post higher assets under management as fund flows improve
After witnessing robust asset growth during the pandemic, fund managers are now struggling with weak investor sentiment, volatile stock markets amid fears over raging inflation and potential recession.
01/18/2023
Liverpool adviser sells business to Evelyn Partners
Gavin Tansey is the latest to join Evelyn’s adviser partnership programme.
01/18/2023
Liontrust Income Fund Q4 2022 review
Global financial markets were more settled during the last quarter after the turmoil seen throughout most of the year.
01/18/2023
The appeal of wealth planning amid increasing mobility
Besides avoiding physical harm and financial losses, the reasons for such relocation range from professional opportunities and business expansion to family requirements or access to a better healthcare system.
01/18/2023
Zoe Financial Announces Its New Innovative Wealth Platform
The Zoe Wealth Platform enables clients to gain a greater understanding and control over their wealth
01/17/2023
Julius Baer: «It's Going to be a Glorious Year for Bond Investing»
In addition to the end of the ultra-low rate regime, the bank notes that historical trends point to a high likelihood of positive returns for the asset class after two years of losses.
01/17/2023
Credit Suisse Transfers Impact Advisory Unit to New Firm
Double Delta is an impact advisory firm founded and set up by Joost Bilkes, Credit Suisse’s head of impact advisory services.
01/17/2023
Edinburgh Reforms: signs are positive for UK wealth management
This means that changes are far from guaranteed, and many will not be confirmed until as late as 2024.
01/17/2023
10-year forecasts: what returns to expect from major asset classes?
Our latest forecasts for absolute returns from 2023-2032 for various asset classes.
01/17/2023
HFMC Wealth bolsters London office with new purchase
R&S advises more than 100 families, many of whom have been clients for decades and, in some cases, over multiple generations.
01/17/2023
Bellevue Asset Management launches debut private equity secondaries fund
The fund has a global remit and is primarily active in the US and Europe. Its target return is comparable to primary buyout funds, but the margins of safety are significantly higher.
01/17/2023
Cutting Through the Tactical Noise
European and Japanese equities lacked the lustre – or so the investors felt – and were often considered as old, ageing economies.
01/17/2023
The opposite of IAM consolidation is happening: Aswm’s Nicole Curti
The Alliance of Swiss Wealth Managers gains two new members, taking the count to 40.
01/17/2023
JPMorgan Chase registers 6% rise in Q4 profit
In the fourth quarter of 2022, the company’s AWM unit reported net income of $1.1bn, up 1% compared to the year ago period.
01/16/2023
UBS is Lead Partner of Wheel of Good Fortune 2023
Colourful lantern displays, a golden selfie installation, rides and skill games will allow participants to win prizes and enjoy the event.
01/16/2023
Schroders receives permission to establish wholly foreign-owned public fund management company in China
As a global asset management company founded in 1804, Schroders appreciates the strategic importance of China.
01/16/2023
Bank of America, Wells Fargo, Citi, J.P. Morgan Add Advisors as Assets Fall
Although client assets declined in general—the not-surprising result of the market’s slump in 2022—other metrics were positive.
01/16/2023
RBC Global Asset Management Inc. announces December sales results for RBC Funds, PH&N Funds and BlueBay Funds
Mutual fund sales results information is based on preliminary data from the Investment Funds Institute of Canada and only include Canadian prospectus qualified mutual funds.