Managers of Wealth

Liontrust renames Dowey fund to reflect innovation conviction

The Global Equity fund will be renamed the Liontrust Global Innovation fund in October.

StrateFi Wealth Management Launches

The advisors reported having served approximately $235 million in advisory, brokerage and retirement plan assets*.

Wechter Feldman Wealth Management To Join Focus Partner Firm GYL Financial Synergies Transaction Will Increase GYL's Scale and Enhance Its East Coast Presence

Once the transaction closes, GYL's institutional and private client services in West Hartford, Westport, and Parsippany will move forward together under one brand name, GYL Financial Synergies.

Bupa Global unveils UHNW private client operation

It ‘bridges a gap in the market for premium health insurance, health management and wellness’

UBS Polishes Offers for Private Bankers with Upfront Cash

UBS has had an established track record for hiring advisors from private banks, nabbing the vast majority of around a dozen large teams that have exited from J.P. Morgan Private Bank over the past year.

Swiss-Asia’s Singapore Leader on Riding the Wave of Private Wealth Expansion in Asia

Hubbis met with Steve recently by video call to learn of the firm’s recent progress since the pandemic struck.

Diary of a Fund Manager - Fickle Friend

At ground level for investors are the companies we may choose to invest in.

China’s coming era of ‘common prosperity’ – and what it means for the rich

In the few years that he had been studying abroad, the economic structure had changed dramatically, and people in the emerging private sector were earning more than those with fixed incomes, irrespective of their contribution to society.

Waverton Multi-Asset Income Fund receives FE 5 Crown rating

They are frequently used by professional advisers to screen for the best performing funds in a sector and at a factsheet level are used as part of an adviser's paper trail to show thorough and rigorous research has been undertaken.

BMO Financial Group Reports Third Quarter 2021 Results

Our consistent financial performance enables us to deliver on our vision for a sustainable future.

SEI Expands ETF Strategy Line-up

Strategies Support Goals-Based Approach with Greater Investment Flexibility

Credit Suisse launches EMD corporate short-duration fund with A-rated PM

The strategy qualifies for Article 8 of the EU Sustainable Finance Disclosure Regulation.

RBC Wealth Management Cuts Asia Ex-Japan Exposure On China Worries

The combination of Chinese regulatory fervor and the increased threat posed by the Delta variant has led us to reduce our long-recommended allocation of stocks from Asia ex Japan from overweight to market weight.

Deutsche Expands Wealth Unit in Southeast Asia

Based in Singapore, Concepcion will work closely with clients and relationship managers from the southeast Asia market which is headed by Shang-Wei Chow.

Saudi wealth fund PIF buys stake in Italian supercar maker Pagani

The companies didn't disclose either the size or the value of the stake

Credit Suisse Broken by Rule Breaking

Three of these cases are well documented.

One Swiss Bank records net loss after merger with PB

This originated mostly from the amortisation expense of CHF 2.5m related to goodwill from the merger and will be amortised over five years.

Hong Kong FinTech - forward into the future

Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Benjamin Quinlan, Chairman, FinTech Association of Hong Kong and CEO at Quinlan & Associates

Goldman Sachs to buy Dutch asset manager

Offers a broad range of equity and fixed income products, with a strong Environmental, Social and Governance (ESG) integration across its business.

Boris Collardi Blackballed by Pictet «Club»

The the scrappy, young, driven Boris Collardi with an impeccable network of the world’s wealthy and Pictet

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Wealth and Asset Management