Managers of Wealth

Guardian WM is reborn as Skybound WM

International financial advisory firm Guardian Wealth Management has unveiled its new name, Skybound Wealth Management, following the company's acquisition by the Skybound Capital Group.

ESG moves into the mainstream for alternative assets

Investors globally are becoming increasingly convinced that ESG integrated portfolios will generate long-term sustainable alpha, if there is good quality ESG data and analytics.

In the midst of uncertainty families are putting their houses in order

A family-wide understanding of their collective purpose, both of the business and of their wealth, supported by the Next Generation should be the starting point.

2021 US Wealth Management Outlook: Becoming “Essential” Financial Advisers

For some advisers and firms that may mean continuing to hold virtual meetings with clients.

Structured products platform to launch for European WMs with Zurich office

It will build a Swiss team and wants to offer more wealth managers and private banks access to its services.

Geneva firm kicks off soccer debt fund

The news marks the firm's first proprietary fund launch and will invest in loans offered to soccer teams around the world.

Diary of a Fund Manager- Imagine

Back in business for the first full week of the year, investors had plenty of news to react to.

Credit Suisse's American Temptation

Several big U.S. bank CEOs are desperate for growth, especially in lucrative, steadier wealth management activities.

Liontrust chief on the competitive edge of small asset managers

John Ions has built momentum with a string of acquisitions but argues size isn’t everything in the fund industry

LGT Vestra's Sustainable Model Portfolio Service added to two new platforms

The SMPS is a discretionary investment service offering a range of diversified portfolios, which meet a variety of objectives across five risk profiles.

UBS' Top Private Bank Strategist Advances

A top adviser to UBS private bank co-head Iqbal Khan won a major promotion as part of a shake-up of the Swiss bank's strategy and corporate development team, finews.asia can reveal.

Review of the week: A Christmas like no other

Breakthroughs on Brexit and COVID-19 collided with political strife and big moves in bond yields.

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.

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Wealth and Asset Management