12/27/2024
The great wealth transfer
Big inheritances are set to transform economies, markets and society
Wealth and Asset Management
12/24/2024
Season's Greetings from Managers of Wealth
Thank you for your trust and support
12/24/2024
Wealth managers must be smooth operators in 2025
This highlighted intense polarisation of global political powers, industrial relations and societal viewpoints.
12/24/2024
Monthly update: trump’s return fuels growth expectations
Stock markets rallied in response to Trump’s presidential victory.
12/24/2024
BNP Paribas enters deal to acquire AXAInvestment Managers
The merger is set to create a ‘leading’ asset manager in Europe with €1.5tn in assets under management.
12/24/2024
Multi-Jurisdictional Wealth Management and B2B Solutions for Global Client Retention
As private wealth surged to $454.4 trillion globally in 2022, the limitations of single-jurisdiction wealth management have become impossible to ignore.
12/23/2024
WealthTech and Wealth Management in 2025: Key Trends Shaping the Future of Finance
As neobanks expand their services into wealth management and new regulatory frameworks take shape, wealth managers are being challenged to innovate.
12/23/2024
UK regulator reportedly restrains FNZ, makes platform precedent
Earlier this year the UK financial regulator handed FNZ a so-called ‘section 166’ notice, triggering a review by an independent ‘skilled person’.
12/23/2024
2 Zodiac Signs Predestined To Attract Great Wealth In 2025
In the realm of monetary gains, these zodiac signs have an astrological advantage in 2025.
12/23/2024
Canaccord Wealth expands Birmingham office and team
Together, the new team bolsters Canaccord’s ability to deliver exceptional wealth management services in the region.
12/23/2024
75% of private banks lack digitalisation skills needed for transformation
They’re also more likely to lack in-house skills to support digital transformation projects.
12/23/2024
CI Financial’s Bold Move. A Game Changer in Wealth Management?
This move seeks to enhance its competitive edge in an increasingly digital consumer landscape.
12/23/2024
Questions raised over business model of Goldman’s ETF Accelerator
The platform secured its first client last year but the bank is now assessing long-term options
12/23/2024
Hsiao Ching Tang, Managing Director at Azalea Investment Management, on democratization of private assets in Asia Pacific
The discussion, hosted by Giovanni Amodeo, covered various aspects of private equity, wealth management, and innovative financial solutions.
12/23/2024
Elevating your investment strategy: How a discretionary fund manager adds value Case studies
Financial advisers who wish to concentrate on building and nurturing their client relationships are increasingly choosing to partner with a discretionary fund manager (DFM) for portfolio investment management.
12/23/2024
How Fintech is Redefining Wealth Management and Personal Finance
With mobile applications, robo advisory, and artificial intelligence, fintech makes investment solutions and monitoring and planning of personal finances possible.
12/23/2024
Focus partner firms Brownlie & Braden and Prairie Capital merge
The merger will provide Brownlie & Braden's team with access to Prairie's planning and investment resources.
12/20/2024
HSBC Chairman Seeks to Improve UK-China Ties
HSBC chairman Mark Tucker will lead a British business delegation to China in January 2025
12/20/2024
Building Bridges 2024: integrating nature into financial decision-making
2023 has been the most expensive year in modern human history due to extreme weather events – droughts, floods, heatwaves, storms, and fires – costing over USD 200 billion globally.”
12/20/2024
Orion Lands Deal to Acquire Summit Wealth
As part of the deal, serial entrepreneur Reed Colley will join Orion from Summit as president of its technology unit.