05/18/2022
This aligns with Schroders’ recent adviser survey which revealed that 75% of advisers saw an increase in the number of clients asking for sustainable investment options in 2021.
05/18/2022
Helping clients develop a framework for their philanthropic giving
05/18/2022
Cazenove Capital and the Schroders Wealth international businesses enjoyed a very successful 2021, with organic net flows from new and existing clients of over £3 billion.
05/18/2022
Demand for credit was good and both the mortgage and corporate loan books grew.
05/18/2022
Apex Group announces major acquisition
This strategic acquisition adds $200bn of Assets under Administration and $17bn of Assets under Management to the Apex platform.
05/18/2022
Ninety One proposed a final dividend of 7.7 pence, resulting in the full-year dividend increasing 16 percent to 14.6 pence a share.
05/18/2022
The awards look to celebrate the achievements of firms and individuals over the past 12 months by recognising outstanding work, impressive strategic growth and excellence in client service.
05/18/2022
Fast-Growing Independent Wealth Management Firms Utilize Technology and Tools to Drive Scalable Growth
05/18/2022
Winners were revealed at last night’s black tie gala dinner in London
05/17/2022
South African wealth firm aims to ‘disrupt’ UK advice market
South Africa is a well-established market, and it has a lot of positives from an investment perspective.
05/17/2022
Independent firm adds new advisor talent to its roster
Two practices bring with them combined assets of $335 million
05/17/2022
Interview: Singapore-based robo-advisory firm StashAway eyes MENA expansion
Zawya talks to Ramzi Khleif, General Manager – MENA of robo-advisory firm, StashAway, about the emerging investment trends in the region
05/17/2022
4 reasons for South Africa’s shrinking private wealth
“In particular, a large number of South African billionaires have left the country over the past 10 to 20 years."
05/17/2022
PKB Privatbank Adds Banking Veteran to Top Ranks
Malnati who heads human resources at the private bank since October 2021 began her professional career at UBS in 1998.
05/17/2022
Vontobel study finds institutional investors and discretionary wealth managers turning to emerging markets fixed income
The top three reasons that institutional investors globally cite for increasing their allocations included: diversification benefit versus current holdings (56 per cent), highly liquid market (48 per cent) and favorable ESG prospects (47 per cent).
05/17/2022
abrdn launches JISA on Wrap
The JISA will have access to the full open architecture suite of funds currently available to Wrap users and can also accept transfers of funds currently on the platform.
05/17/2022
The road to generational wealth starts with a plan
Building wealth is a priority for many people, and estate planning is a critical component of managing that wealth by ensuring your money is passed on in ways that align with your values.
05/17/2022
SJP makes changes to fund range
The wealth manager said this will increase diversification and reduce manager-specific risk.
05/17/2022
Pictet AM reduces exposure to Chinese equities
The country’s worst covid outbreak is causing disruption to the economy.
05/17/2022
He is currently in talks with private equity firms about Wildcat’s expansion plans.