03/26/2021
Kestra Seeks to Integrate Trust Services Into Its Wealth Businesses
Kestra is looking for better ways to prevent trust assets from going out the door, with the help of its in-house trust company, Arden.
Wealth and Asset Management
03/26/2021
Challenges and Chances for Wealth Managers to Thrive in 2021
Other factors that have already started to impact on the wealth management sector, in North America and globally – such as fee compression and wealth transfer towards the younger generations of investors – will further spread their effects.
03/25/2021
Julius Baer successfully places a CHF 260 million domestic senior unsecured bond
An application for provisional admission to trading on the SIX Swiss Exchange will be made.
03/25/2021
The Mauritius foundation: charitable giving built on strong foundations
Mauritius continues to attract the attention of a growing regional high-net-worth market segment thanks to its innovative private wealth offerings, robust regulatory landscape and compelling domestic and international tax regime.
03/25/2021
In 2020 the ultra-rich got richer. Now they're bracing for the backlash
"The fundamental problem is this gross inequality that's getting worse."
03/25/2021
7 Hightower Advisors Honored on Forbes' 2021 List of Top Women Wealth Advisors
All the advisors named to this year's list have at least seven years of experience in the industry and were nominated by their firms.
03/25/2021
Vincent Taupin: «Edmond de Rothschild Doesn't Need New Shareholders»
The private bank had a strong year in terms of both asset raising – 2 billion Swiss francs – and performance of clients’ portfolios.
03/25/2021
Sanctuary Wealth's Elizabeth Evans Named to Forbes' 2021 Top Women Wealth Advisors List
Managing Partner of Evans May Wealth was named a Best-in-State Wealth Advisor earlier this year
03/25/2021
Michelle Marquez Named to Forbes’ List of Top Women Wealth Advisors
This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience.
03/25/2021
UK wealth firm says it’s ‘often challenging to get deals’ done
Advice M&A market is ‘incredibly active and competitive’ with ‘principals that genuinely want to sell’
03/25/2021
Back to the future: inflation scenarios for equities
History doesn’t repeat, but we believe the current environment rhymes with the 1950-1965 period.
03/25/2021
Q&A with Martin Gilbert: The future of wealth & asset management, the legacy of Covid-19 and lessons from Woodford
How will the industry shape up post-pandemic?
03/25/2021
Why are private fund structures so attractive to HNWI and family offices?
Family offices, high net worth individuals and wealthy families are increasingly considering private fund structures to hold their investments.
03/25/2021
Are you meeting the needs of vulnerable clients?
Recent studies have shown that vulnerability can be exacerbated by the processes of firms if it isn’t taken into account.
03/25/2021
Should we call impact investing what it really is? Philanthropy.
Today in a complex regulatory market, Donor Advised Funds provide enormous flexibility around donations, possible tax reliefs and the onward distribution of investment of that gift.
03/25/2021
Lugano AM teams up with wealth manager to manage fund
BlueStar will work with House of Wealth to manage a long-short European equity fund.
03/24/2021
Fairstone's PE Backing Named Deal Of The Month
The investment from TA Associates will support the company's growth plans alongside current backer Synova.
03/24/2021
Hong Kong managers back Wealth Management Connect
A further 63% of respondents said that the WMC would positively impact their business and 20% of those respondents expect their business to grow between 10 and 20% as a result of the initiative.
03/24/2021
Credit Suisse to exit domestic Austrian wealth management
The transition is expected to begin in the second quarter, the Swiss bank said.
03/24/2021
Citi Launches Automated Securities Lending Solution for Wealth Managers
Partnering with Sharegain allows us to provide a digital securities lending solution that is flexible, scalable and easily integrates with our clients’ existing systems.