Managers of Wealth

Financial advisers should prepare for ‘surge in new clients’

Overall, 19% of respondents said they do not have time to manage their investments or admit to doing a bad job and needing help.

Dubai ranks 12th in Julius Baer’s Global Wealth and Lifestyle Report as relative ‘cost of living’ remains competitive compared to major global cities

Dubai is the 6th most expensive city in Europe, Middle East, and Africa (EMEA) and 12th in the global ranking of the Lifestyle index

Tatton Asset Management announces audited final results for the year ending 31 March 2024

The Group exceeded its three-year ‘Roadmap to Growth’ strategy, which set an ambitious target of £15.0bn AUM/AUI3 by 31 March 2024

Macquarie Asset Management announces final close of global opportunistic real estate fund

Macquarie Asset Management’s Real Estate division is a global real estate investment business with a track record of identifying and investing in sectors backed by global megatrends.

Two former UBS asset managers want to show the big players

There they gained practical know-how in the areas of risk modeling, optimization and portfolio construction before taking the step into self-employment.

Objectway secures Eleventh Consecutive Award – Sixth Straight “Best Wealth Management System” Title – from Goodacre UK

The unwavering leadership is a tangible outcome of the long-standing and ongoing recognition from clients and market experts.

HarbourVest opens first Swiss office under ex-UBS private equity head

The new Zurich office will be led by Simon Jennings, who has also worked as global head of private equity at HSBC.

Canada Life Asset Management Appoints Northern Trust for Asset Servicing Solutions

Supports Manager’s Focus on Operating Model Efficiency and Data Quality as Strategic Asset Servicing Provider

Asset managers increasingly integrating tech into operations, survey finds

The investment management community at large is doubling-down on strategies underpinned by a data-driven approach and supported by integrated technologies.

Praxis shortlisted for Trust Company of the Year in prestigious STEP Awards

At Praxis, we continuously strive to maintain the highest standards of service, and to nurture the current and future generations of practitioners.’

Artificial intelligence in wealth management: friend or foe?

Demir Avigdor, head of UK Private Banking, Standard Chartered, examines the impact of AI on the client experience

BNP Paribas Wealth Management CIO says private debt is 'money for old rope'

The private credit market, where investment funds lend private equity portfolio businesses and other companies money, has boomed in recent years

Oakglen Wealth launches IHT Solution in partnership with Toscafund AM LLP

In this piece we bring to you the exciting news of Oakglen Wealth partnering with the specialist investment manager Toscafund Asset Management LLP, to launch our new AIM Inheritance Tax Service.

Wealth.com Launches New Family Office Suite, Strengthens Legal Team With Addition of David Haughton, JD, CPWA

New estate planning offering focuses on driving productivity and efficiency for advisors and wealth strategists serving high-net-worth and ultra-high-net-worth clients

Slate Asset Management Completes Approximately €425 Million of Senior Debt Refinancings for Its European Essential Real Estate Portfolio Year to Date

Slate completed the refinancings at five- and seven-year terms at compelling rates, which were also more favorable than initial underwriting.

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Wealth and Asset Management