Managers of Wealth

Darlington financial planning firm acquired by wealth management group

This acquisition further strengthens our national network giving us an additional local office in the important Darlington, Teesside and North Yorkshire region.

Everything is up by Rathbone Brothers

Markets have had a stellar run, despite mixed news on inoculations. It’s in everyone’s interests for asset prices to remain high, but that’s no guarantee they will stay that way. As always, diversification is key.

Act big

The CIO’s view of the week ahead.

Credit Suisse launches meta thematic fund

The new fund will tap existing strategies such as security, robotics, digital health, edutainment, environmental impact and infrastructure.

The language of banking: how to best communicate with your clients

They’re interested in how their lives will be improved by using a new financial offering, not with which complicated-sounding technology it’s achieving that.

NKB achieves solid annual results for 2020

The bank recorded encouraging growth in operating business.

Vast wealth management potential in Malaysia but players need to restructure operating model

Emerging markets charted a 9.3% compound annual growth rate (CAGR) from 2014 to 2019, whereas mature markets charted a 4.5% CAGR in the same period.

IQ-EQ’s Jennifer Le Chevalier shortlisted in 2021 Powerwomen Awards

The Powerwomen Awards aim to champion women in the wealth sector and highlight the female leaders of today and tomorrow.

The ErlebnisGarten has canceled

A large part of the already produced or existing buildings will continue to be used in the sense of circular economy and sustainability in cooperation with various organizations and associations.

Convicted London Trader Forfeits $5.4 Million in Profits

The confiscation comes after the pair lost a bid to overturn their conviction last month.

Vontobel: General Counsel Passed Away

The Board of Directors, the Global Executive Board and all employees are deeply saddened by his death and extend their deepest sympathy to his family.

”The finance industry needs to embrace the green revolution”

Environmental, social and governance (ESG) investing is becoming increasingly mainstream.

The Indexing Dilemma

Let us start by taking a step back and remind ourselves the purpose of indices.

Ten Trends That Will Impact Private Wealth And Family Offices In 2021

This strengthens their capacity to be resilient, minimize risk and leverage opportunity.

Lombard Int'l Assurance expands wealth planning solutions to Greek tax residents

Lombard International Assurance's new offering, for affluent Greek tax residents, provides access to benefits including asset and investor protection, tax deferral, international portability and asset allocation.

Sustainability and responsible investment drives growth in Thailand’s asset management sector

Leading Asian asset manager UOB Asset Management (Thailand) has enjoyed two years of robust growth thanks to its tailor-made investment solutions and products

Labuan IBFC partners with RAM Ratings agency

Labuan Entity Corporate Assessment has enhance intra and inter-Labuan cross business as the Labuan IBFC jurisdiction grows from strength to strength.

Fidelity says it is not out to eat advisers’ lunch with wealth management push

Latest venture would be an expansion of Fidelity Personal Investing service for D2C customers and would not compete with its adviser users

Canaccord Genuity Group Inc. Access to Third Quarter Fiscal 2021 Results Information

Interested parties are invited to listen to Canaccord Genuity's third quarter results conference call via live webcast or a toll-free number.

Mattioli Woods invests in firm behind SaaS wealth management platform

The investment sees the Company take an initial shareholding of 4%, through a subscription of new shares in Tiller, with the potential to increase this holding in the future.

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Wealth and Asset Management