Managers of Wealth

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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.

Sygnum raises more than USD 40 million in interim close of oversubscribed financing round

As of the completion of this interim close the company’s post-money valuation stands at USD 900 million.

Stifel's wealth management unit thrives, even as overall profits tumble

For the whole year, the company's profits totaled $485.3 million, 22.3% less than the year before.

J.P. Morgan Wealth Plan Named #1 New Tool among Online Brokers

Wealth Plan recognized by StockBrokers.com for bringing planning to J.P. Morgan Self-Directed Investing customers

SJP reports record FUA but inflows fall by almost half

This largely came from significant growth in its pensions arm, which grew by over £6bn in the final quarter of the year

UBS to Get the Supervision it Deserves

He has few illusions about their ability to avoid crises, making him an ideal fit to watch over the new UBS.

Schroders boss: Advice guidance proposals ‘will not solve advice gap’

The FCA published its advice guidance plans last month.

‘It is an interesting time to be active asset management CEO’

The passive push, the advent of active ETFs, the all-round cost-cutting – Kamal Bhatia takes the reins of Principal AM at a pivotal point for the industry.

Observers expect massively higher provisions at Julius Baer

So far, the institute has set aside 70 million francs on this item.

Excellence: the way for private banks to stand out

A million dollars of short-term deposits is very different to a million dollars invested actively through a discretionary mandate.

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Wealth and Asset Management