Managers of Wealth

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.

Morgan Stanley beats estimates on better-than-expected Wall Street and wealth management results

Revenue of $13.64 billion was more than $2 billion beyond the $11.54 billion estimate.

Close Brothers assets rebound after virus turmoil

Total client assets increased to £15bn, up from £13.7bn five months prior, which Close Brothers primarily attributed to favourable market movements.

A 'bit' risky

Bitcoins, money, and portfolio diversification

Deutsche PB prepares for a ‘new reality’

Changing personal and business behaviour, structural shifts and rising inequality shape the bank’s investment strategy in 2021.

Estate planning for celebrities and UHNWIs

It’s not disorganisation or a lack of desire that stops people planning their estate.

IW Long Reads: Up In The Clouds? How Vertically Integrated Firms Are Shaping Up In 2021

Are wealth managers offering financial advice going to become the norm?

UBP: Net New Money Doubled in Year of Corona

Compared to the previous year, net new money inflows doubled to 8.97 billion francs.

Annual results 2020

These large inflows offset the negative exchange rate effects (CHF 7.3 billion) over the year.

How overseas operations can help HNWs mitigate tax liabilities

Investors look to European countries for ‘a superior quality of life and a safe haven for assets’

Mourant Senior Associate wins Gold at Citywealth Magic Circle Awards

Citywealth's flagship Magic Circle Awards, celebrates the world's leading advisors and managers in the wealth industry, acknowledging the achievements of both individuals and companies.

Liechtenstein alts boutique partners with AM to launch fund

The Mikro Kapital fund A gives investors exposure to developed and emerging countries along the silk road, a statement released by the firms reads.

Profile was accredited with 22301 & 14001 ISO certificates

This is a certificate that Profile holds for almost 20 years.

Compliance at home - The new normal

As we enter the latest lockdown, Newgate is working with clients to ensure their policies, procedures and risk assessments have been updated to take into account these significant changes to working practices.

Brewin Dolphin to pay out after client hit with £60k tax bill

Brewin Dolphin recommended he invest the £160,000 funds into a Sipp on the basis that Mr B had not contributed to a pension in the past three years and so had built up his annual allowance.

Blow to Hong Kong as leading US hedge fund Elliott Management exits

Founded in 1977 by the billionaire Paul Singer, the American firm has become one of the most influential and feared hedge funds in the financial world.

Philanthropy: Fun, Fulfilling And Fundamental

Supporting causes you care about could really brighten up your 2021.

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Wealth and Asset Management