09/08/2023
Defining Wealth Management—And How Training Programs Can Help
That body also defines the training and work experience required to earn the CFP designation.
Wealth and Asset Management
09/08/2023
Ultra-rich hate ‘trust fund monsters’ more than taxes, study shows
Clients with $25 million-plus require the most hand-holding from financial advisors.
09/08/2023
Schroders named 2023 signatory to UK Stewardship Code
The aim is to support the creation of long-term value for clients, leading to sustainable benefits for the economy, the environment and society.
09/08/2023
JTC Shortlisted Twice In The 2024 Citywealth IFC Awards
JTC won one of these accolades, ‘Trust Company of the Year – Caribbean’, at the 2023 IFC awards.
09/08/2023
Why wealth managers are targeting the not-so-wealthy
Markus Habbel, a consultant at Bain, explains why 250m people might soon be in need of a wealth manager.
09/08/2023
Close Brothers unveils new regional hub
Cheltenham office opened in August
09/08/2023
The reorganization of UBS-IT comes at the wrong time in Zurich
The unemployment rate remained stable at 1.7 percent in August.
09/08/2023
Shattering Glass Ceilings: Augmenting wealth management for women
In an ever-evolving world where women’s wealth is growing faster than men, there is an increasing urgency to shatter the glass ceilings between women and wealth.
09/08/2023
“Athlete” family office joins forces with Zug boutique
In future they will appear on the market under the name Fase Wealth Zurich.
09/08/2023
EFG International announces buyback of own registered shares
The Board of Directors of EFG International has decided to buy back up to a maximum of 6 million own registered shares with a nominal value of CHF 0.50 each.
09/08/2023
Quilter Cheviot launches Internship Programme to kick-start careers in investment management
University degrees were not a requirement for the programme to support Quilter Cheviot’s ambitions to increase diversity within the industry.
09/08/2023
71% of investors want to increase impact allocations: Vontobel
However, how they plan to allocate to impact investing and their reasons for doing so differ.
09/08/2023
Wealth portfolios slip on inflationary tightrope
ARC’s latest estimates suggest that all four of its private client indices were in the red in August as investment managers tried to second-guess the direction of inflation.
09/07/2023
Rathbones declares second interim dividend before Investec merger
Investec and Rathbones back in April entered into a definitive agreement to merge Rathbones with Investec Wealth & Investment.
09/07/2023
Why Wealth Managers Are Choosing These Crypto Accounts
Separately managed accounts have seen explosive growth in TradFi, and there are benefits in crypto, too.
09/07/2023
Altrata: Asia Records Sharpest UHNW Decline in 2022
This was attributed to lockdowns, the Ukraine war, disrupted supply chains, financial market performance and a stronger dollar.
09/07/2023
Broadridge Named a Leader in Digital Experience Platforms for Asset and Wealth Management Products by Everest Group
Everest Group PEAK Matrix® highlights Broadridge's strength in digital platforms for regulatory investor communications and top rating for value delivered and technology capability
09/07/2023
Financial Planning announces honorees for the 2023 Rising Stars awards, celebrating the future leaders of wealth management
The annual list honors 10 exceptional individuals from organizations of various sizes and concentrations including ACE Advisors, Carson Group and Childfree Wealth.
09/07/2023
Singapore’s wealth boom hits most sensitive phase
Three weeks since authorities busted the illicit money operation, it remains the talk of the town.
09/07/2023
Society of Later Life Advisers partners with CGWM
In a bid to raise standards in the later life investment sector