01/08/2020
The launch of the Luxemburg-domiciled UCITS vehicle is the culmination of over two years of in-depth research following over a decade of actual investing in alternative risk premia.
01/08/2020
The family office business has been the subject of much back and forth: briefly housed in the investment bank, it is frequently fraught with internal politics over revenue-splitting with the securities unit.
01/08/2020
Under the new reporting structure, the investment management division has been renamed asset management and will exclude wealth management and most lending revenue.
01/08/2020
Firm says it will continue to pursue more deals in 2020 and is already being approached
01/08/2020
In uncertain times such as these, the ability to move quickly is critical, particularly for HNW clients.
01/08/2020
The consequences of the situation can ripple throughout the family. And this is where the incredible, life-enhancing work of Rainbow Trust comes in.
01/08/2020
Having predominantly catered to a historically male audience, wealth managers and their services have evolved over the years in a way which is often unappealing to women.
01/08/2020
Impax Asset Management reported a 112% surge in net inflows in the fourth quarter, saying client demand for sustainability investment strategies has ‘never been stronger’.
01/08/2020
From computer hackers to resentful relatives, more money can mean more problems. The good news: You can do something about it.
01/08/2020
The scandal also implicates Guy Lachappelle, who became president of Raiffeisen in 2018 after eight years at BKB
01/08/2020
The lead manager will be Edward Robertson, a seasoned emerging markets investor and one of the co-founders of Somerset Capital Management.
01/07/2020
The next generation of clients, with their need, desire and drive to make a difference, look set to bring to the wealth management industry the disruption that technology has yet to trigger.
01/07/2020
The jurisdictions covered in the update are Hong Kong, Singapore, China, Taiwan, Japan, India, Malaysia, Indonesia, Thailand and the Philippines.
01/07/2020
Peel Hunt expects the market to wake up to the potential of Brooks Macdonald, identifying the AIM listed wealth firm among its top growth stocks for 2020.
01/07/2020
The asset manager said it wants to offer clients a straightforward fee structure
01/07/2020
ZEDRA delivers tailored high quality diversified active-wealth solutions to its clients, which include high net worth individuals and their families, as well as medium to large sized companies, asset managers and their investors.
01/07/2020
The partnership builds on ambitious global growth from Wealth Dynamix that has seen the firm open up offices in North America, Europe and Asia in recent months and sign-up a major global French financial institution and two private banks in the UK and Gen
01/07/2020
Investors tend to be rewarded for their patience and staying invested
01/07/2020
"we have recognised the demand from HNW clients for faster remortgages and we can now make use of a no search indemnity policy"
01/06/2020
Wealth creation is aspirational for Indians today. Our $5-trillion GDP aspiration will be tough to achieve without enabling business-creation opportunities: Cred's Kunal Shah