Managers of Wealth

Liechtenstein Family Foundation for German Succession Planning and Asset Protection

Liechtenstein foundations provide robust asset protection, shielding real estate from personal creditors, legal claims, and family disputes.

Wealth Management Connect revamp sent cross-border investment skyrocketing, says ICBC

The amount of money traded under the scheme quadrupled to 50.7 billion yuan (US$7 billion) in the first four months of the year, according to government data

FNB and RMB Private Bank scoop 6 awards at the Krutham top private banks and wealth managers awards

In addition, RMB Private Bank was crowned 1st place for the Executive archetype award.

Things are looking up for hedge funds

At the beginning of this century, hedge funds enjoyed huge popularity, particularly as they represented a significant element of diversification in portfolios and offered attractive performances that were decorrelated from traditional assets.

Mirabaud and Regnan funds gain Square Mile rating

While FSSA Japan Focus was stripped of its ‘Responsible A’ rating

ANZ, Blackstone launch new wealth management fund in Australia

The new investment vehicle, named Graphene Alternative Fund, will be managed by Blackstone and will adopt an absolute return strategy, aiming to attract the nation's richest families.

Endowus Private Wealth offers HK investors a built-it-yourself fund platform

Over 400 fund strategies are made available to Endowus clients.

Social media hampering wealth managers’ advice, says new study

Just 4% say they aren’t particularly influenced by social media activity around the stock market and stocks and only 1% say they aren’t at all influenced by it.

Verdi - Agreement reached in wage dispute at German private banks

Salaries for junior staff are to increase by a total of 250 euros.

Utmost Group announces the proposed acquisition of Lombard International

The Acquisition encompasses Lombard International’s leading European business. Lombard International will become a part of Utmost International, the international life assurance business of Utmost Group.

REYL Intesa Sanpaolo and Villars Institute partner to promote a nature-positive, net-zero economy

The partnership will have a particular focus on communities at the forefront of biodiversity loss and climate change.

Hong Kong is emerging as the GBA’s wealth management ‘super connector’

Initially launched in 2021, the WMC aims to connect capital markets within the GBA.

LLB acquires Zürcher Kantonalbank Österreich AG

This transaction aligns with the LLB Group’s strategy and will see it increase its business volume by around CHF 3 billion.

Evidence continues to support a start to Fed easing later this year

US 10-year yields fell 15 basis points in June, following a drop of 17 basis points in May.

UBS Advisor David Schachter Named to the Forbes Best-In-State Wealth Advisors list

He is a hard-working, tireless advocate for his clients who will stop at nothing to provide the best of UBS to his clients.

UBS Loses Prestige Mandate After 26 Years

The decision was made by the board of directors of Compenswiss last December.

Are team-based advisory practices better positioned for growth?

This trend is even more pronounced among the largest advisory practices: 94.5% of practices with more than $500 million in AUM operate in a team-based structure, compared to only 5.5% that are solo practitioners.

Futu Announces Its Wealth Management Business Surpassing $10 billion in AUM

Futu’s fully-owned subsidiary, Moomoo Securities Malaysia Sdn. Bhd., has recently received approval for Institutional UTS Adviser registration

FCA approves PE takeover of Mattioli Woods

Pollen Street’s takeover of the AIM-listed advice and wealth

Wealth managers expect inflows surge into ‘extremely cheap’ UK equities

The survey revealed 88% of wealth managers and financial advisers believe UK retail investors will increase allocations to the asset class in the next six months.

1
2
3
…
66
67
68
69
70
71
72
73
74
75
76
…
1463
1464
1465

Wealth and Asset Management