Managers of Wealth

Silver Linings Even in Adversity

Economists who had only recently been increasing their forecast for fourth-quarter global GDP growth are now cutting back their forecasts for the first half of 2021.

The benefits of wealth management: Does it pay off in the long-run?

Holistic wealth management is a key factor in helping people to reach all of their goals, short-term and long-term

Reasons to be Cheerful in 2021

Pharmaceutical companies are clearly at the centre of public attention at present, with news on vaccines encouraging markets and the global population to look forward to a better 2021.

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.

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Wealth and Asset Management