Managers of Wealth

Schroders could raise £3.2bn from ‘radical’ asset management sale

Offloading its asset management business could raise more than £3bn and would help Schroders focus on becoming a leading wealth management firm

Moneyfarm expands UK footprint with Willis Owen purchase

This acquisition, which brings Moneyfarm’s group total assets to over £5bn, is the firm’s third in the UK over the past three years.

Dynasty Financial Partners and Nasdaq Private Market Announce Partnership to Connect Private Company Shareholders to Top Wealth Managers

This partnership will help NPM clients participating in private company secondary liquidity events have access to comprehensive investment and tax planning services to promote better financial futures for them and their families.

UBS: Billionaire Wealth Stagnates in Asia

Not only did APAC record the slowest growth but it was also the only region that did not surpass its last peak in 2021, which saw a total of $4.6 trillion in billionaire wealth.

Federated Hermes bets on Asian structural growth in wealth

More sophisticated family offices demand more complex products.

Wealth managers and financial advisers globally dial-up private markets allocations in response to shifting market dynamics

Two-thirds of wealth manager and financial adviser respondents highlight that the potential for higher returns than public markets is the most important benefit for investing in private markets for their clients

Praemium partnership expands access to alternative assets

Users will also be able to utilise comprehensive resources to improve understanding and application of structured products in client portfolios, ensuring they are able to maximise the benefits of these investment options for their clients.

M&G helps ex-RBC Brewin Dolphin press head launch advice business

Former press officer Richard Janes is one of the latest to qualify as an adviser after passing through the M&G Academy.

Moneyhub teams up with Marygold & Co UK to innovate wealth management

Moneyhub partners with Marygold & Co. UK to power an upcoming app that simplifies savings, offers competitive interest, and enhances financial oversight.

UBS Stunned by Mafia Analogy at Whistleblower Pressure Trial

Forissier’s lawyer, William Bourdon, later asked Turrini whether he thought his client had been right to blow the whistle.

Schroders finds new home in Zurich

This is also a commitment to Switzerland as a business location.

Deutsche Bank: Two major changes in Switzerland

He will remain based in Zurich.

Broadridge Tailored Shareholder Report Solution Wins Nicsa NOVA Innovation in Operations Award

The awards recognize best-in-class initiatives, technologies and leadership in the asset and wealth management industry.

Pictet WM moves ETF coverage to active fund analysts

The Swiss bank has moved the coverage of exchange traded funds to its active fund analysts, who can now compare the products alongside each other.

WealthKernel joins forces with Griffin to offer savings accounts

Digital investment infrastructure provider WealthKernel is partnering with Griffin to enable fintech’s and wealth managers to embed savings accounts into their services.

Chubb's 2024 Wealth Report: Affluent Households Name Climate, Cyber and Collectibles Risks as Top Threats to Building and Maintaining Wealth

With 90% of respondents citing climate change as a leading concern, 92% fearing liability lawsuits, 81% of collectors worrying about theft, and a substantial insurance protection gap across critical areas

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Wealth and Asset Management