Managers of Wealth

China’s super-wealthy women demand more

Women’s wealth tends to be much more varied than the traditional tech connections of self-made men.

MENA wealth management remains resilient

‘Concepts such as ESG/sustainable investing, and green sukuk are also rising in prominence and gaining investor interest’

Wealth preservation takes centre stage in Latin America

Domestic and foreign investors alike are hungry to invest in infrastructure projects, with the potential for job creation, economic stability and favourable returns.

Wealth management firms are doubling down on efforts to make their advisor ranks more diverse. Here are the strategies they’re using

“We took a hard look on where we were and we knew that we needed to do more”

G+E Wealth Management acquires Yorkshire wealth management firm

The acquisition was supported by leading alternative finance provider to mid-sized SMEs, ThinCats, led by Ben Kimball.

China’s Lufax Teams Up With Schroders As Part Of Push Into Wealth Management In Singapore

Schroders will bring asset management know-how while Lu International, or LUI, will bring digital capabilities, according to a press release.

UBP to acquire Geneva private bank

The onboarding of Millennium Banque Privée’s teams will contribute to broadening UBP’s footprint in selected countries

Fairstone Partner with James Ryan Thornhill Under its DBO Programme

The deal brings more than 1,000 clients, five advisers and eight support staff to the wider business as well as gross annual fee income of around £1.2 million and funds under management of over £160m.

PraxisIFM puts ESG at the top of its business agenda

The Environmental Business Operations Framework is an international benchmark and serves as an environmental management system to measure, manage and minimise an organisation’s environmental impact.

Manulife Financial to Focus on Asia, Global Wealth Asset Management Businesses for Growth

We have entered a new phase of our strategy

Record partners with UBS unit to launch sustainable finance fund

Record shares were trading 2.6% higher in London

UBS to let two-thirds of staff mix working from home and office permanently

The move by UBS sets a stark contrast between the Swiss lender and many of its US rivals.

LaTrobe Financial’s wealth arm the focus for bidders

As the LaTrobe Financial strategic review heads for the pointy end, it’s the group’s asset management arm that’s become the focus for bidders.

UK wealth manager open to M&A talks with advice firms globally

It is already ‘in exclusive due diligence on two potential deals in two international markets’

JTC Wins In Private Client Excellence Awards

The company’s commitment to becoming carbon neutral by the end of the year was also commended along with its charitable initiatives.

Gilbert’s AssetCo collects £30.9m to spend on M&A strategy

The litigation award stemmed from a Court of Appeal ruling against accountancy firm Grant Thornton after it was held liable for negligence when it failed to expose a fraud at AssetCo.

HSBC sole European bank in global top ten listing for tenth year running

HSBC is the only European bank in the global top ten list for the tenth year running, according to the latest rankings from The Banker.

Wealth Manager becomes first bank to automate ETF trading with Bloomberg Rule Builder

The strength of our solution is that it allows firms to deploy automation quickly and easily, by writing automation rules directly on the Bloomberg Terminal

Independent wealth management firm launches venture capital-focused fund of funds

Independent wealth management firm launches new strategy designed to unlock opportunities providing greater returns than both public and private markets.

How Raymond James is offering its radical employee plan

Extensive due diligence is carried out on every company that wishes to join Raymond James under any one of the four options available.

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Wealth and Asset Management