Managers of Wealth

Count sees 104% FUA growth in ‘transformative’ FY24

It also reported $34.2 billion in funds under advice (FUA), which is up 104 per cent from $16.8 billion in FY23.

HSBC Asset Management expands private credit capabilities

These initiatives mark expansions in response to growing institutional interest in the private credit market.

Brown Shipley suffers £2.5m writedown on 2019 buy

The impairment charge was linked to the wealth firm’s purchase of Cambridge-based NW Brown and attributed to a ‘fall in assets under management’.

SJP appoints Centrick Invest to oversee Asian property investment

The wealth manager has appointed Centrick Invest to its panel as a property partner after “significant due diligence”.

Asset manager M&A masks a struggling sector

The latest round of earnings updates highlights wider issues in a sector that needs more than mega deals to recover

Claire Barker: Are women about to take control of global wealth?

This lack of confidence is not necessarily tied to a lack of ability, as women who do invest generally see better returns than men.

Melbourne Capital Group Broadens Malaysian Wealth Management Offering with Strategic Acquisition of Licensed Local Company

The deal sees all employees and clients transfer to Melbourne Capital Group, with operations moving to their offices in UOA Corporate Tower, Bangsar South, Kuala Lumpur.

Sequoia Financial Group and Top 20 Accounting Firm Eide Bailly Form Wealth Management Partnership

The firms expect the transaction to close in the fourth quarter.

M/HQ Ranked Top for Private Wealth Management in Chambers Global 2024 Guide; Yann Mrazek Achieves Band 1 Ranking for 7th Consecutive Year

Clients also praise Yann for being ‘acutely aware of international market trends and the way UAE platforms provide useful solutions for clients.’

The affluentisation of wealth management: enhancing the client experience

As the total addressable market size for fee revenue in the affluent segment is estimated to be up to USD 40 billion annually, this presents a significant opportunity to wealth managers.

Wealth management professionals from Jersey join awards judging panel

Now in their fourteenth year, these awards were established to highlight the excellence of the advisors and managers in the private wealth sector

Lombard Odier reports half-year 2024 results and announces evolution in the Partnership

Lombard Odier’s balance sheet remains strong, liquid and conservatively invested, and totalled CHF 13 billion at end-June 2024.

How AI Can Transform Wealth Management Contact Centres

Against this backdrop, managers must reconcile inbound calls and staff rotas to ensure key call centre metrics, such as customer satisfaction targets, Average Handling Times (AHT) and abandonment rates are met.

Interest Business Weighs on Bank Frick's Profit

The balance sheet total stood at 2.5 billion francs at the end of June.

Wealth managers go west with acquisition

Glasgow base helps Tweed Wealth Management cover the nation

Evelyn Partners adds 2 funds to Sustainable MPS in rebalance

The team also added to its positions in the FTGF ClearBridge US Equity Sustainability Leaders and Brown US Sustainable Growth funds.

Wealth managers warn investors of upcoming UK government tax raid

The stark warning from wealth managers follows UK Chancellor Rachel Reeves refusing to rule out tax rises and after Sir Keir Starmer warned the autumn budget will be ‘painful.’

BNP Paribas Asset Management launches fixed maturity ETFs

The portfolio typically has a short to medium-term maturity such as three or five years, depending on the investment horizon.

Steward Partners Celebrates Advisor Partners Named to 2024 Forbes/SHOOK Best-In-State Next-Gen Wealth Advisors List

Three Steward advisors earn place on prestigious list honoring advisors under 40

U.S. has more 401(k) millionaires than ever, report shows

Nearly 399,000 Americans also have a least $1 million in an individual retirement account.

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Wealth and Asset Management