Managers of Wealth

How Can I Miss You if You Won’t Go Away?

Sometimes it takes more than the turn of the calendar page to escape the prior year’s legacy

Carey Olsen advises Sun Venture on Jersey Private Fund facilitating the UK's largest real estate acquisition of 2020

The Carey Olsen corporate team was led by Jersey partner, Chris Griffin, assisted by Singaporean-based senior associate, Susan McKinstray.

Young American Adults Top $10 Trillion in Assets for First Time

Younger Americans hold $800 billion in private-business equity

Xi’s push against Jack Ma sparks new threat for China tech

U.S. authorities are now debating whether to ban investments in Alibaba and Tencent, according to people familiar with the matter, in what would be a dramatic blow to two of the companies whose shares are most widely held by global investors.

Wealth managers end 2020 rollercoaster in the black

After one of the biggest drawdowns in history, wealth portfolios ended the year in positive territory as markets surged back, according to Asset Risk Consultants.

The super-rich are building bunkers to ride out the apocalypse

Our man is in a dilemma.

Concord Wealth Partners Launches Concord Asset Management

Institutional Quality Services available to individual investors

Wells Fargo to close international wealth management business

The decision is set to impact the group’s near 330 international financial advisors that are based in its offices Miami, New York, Texas and California.

Odey Asset Management performance fee revenue shrinks to just £900k

Results do not cover the period during which Crispin Odey was charged with alleged sexual assault

Credit Suisse to add $850m to US provisions

Swiss bank to post a fourth-quarter loss after extra charge for US litigation

VP Bank Luxembourg completes acquisition

This transaction in the form of an asset deal was successfully completed as planned on 1 January 2021.

Ten Trends to Impact Wealth Management in 2021

Among the biggest developments set to influence advisors’ businesses this year include consolidation among wealth management firms, the rise of ESG investing, a renewed focus on prospecting and changes to advisor compensation models.

Quilter offers bonus for moving assets onto ‘matrix’

This was cross-examined by a High Court judge, and Quilter did not dispute the finding that it offered a “matrix bonus” of 0.065 per cent of moved clients’ assets into its Core Investment Proposition.

Captrust Snaps Up $2.6 Billion Arizona Wealth Manager

Firm Launches New Service Offering: Tax Consulting

Puhui Wealth Investment Management Expands into Asia

The Company's goal is to maximize the benefits of holding Hong Kong securities licenses that it acquired as part of the acquisition of Granville Financial Services Company Ltd.

Credit Suisse Cuts Ties With Some Venezuelan Wealth Clients

Assets decline by more than half as bank steps up compliance

Centurion Wealth Management Named a Top Wealth Management Firm by AdvisoryHQ

Through this process, AdvisoryHQ created a ranking list of the 12 best financial advisory firms in the area.

Asset managers jumping at investors’ need for income

Funds launched to source yield from Asian equities and high-yield bonds

Maybank Private Head Carolyn Leng Surveys the Malaysian Wealth Management Scene

She has been rather successful this far – having joined only in 2019, she managed to grow the bank’s AUM and built the RM force, with plans to refine and expand ahead. Hubbis was fortunate to ‘meet’ up with her recently for an enga

BLKB committed to the elderly

In the Basel area, the statistical office expects the number of very old people to double by 2045.

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Wealth and Asset Management