Managers of Wealth

US Treasury Scrutinizes Private Credit

At this point, although it is too early to tell what the consequences of closer scrutiny are even though a larger factor may already be out there having a deeper impact on activity.

Morgan Stanley’s Portfolio Risk Platform Wins 2024 Digital Wealth Management Impact Innovation Award

The Firm’s Portfolio Risk Platform has been recognized by Datos Insights for Advisor Enablement

Wealth Beyond Borders: Standard Chartered Private Bank’s Global Approach to Wealth Management

Demir Avigdor, head of private banking UK at Standard Chartered, on sustainable solutions for UHNW clients.

Canaccord Wealth marks two decades of supporting local charities

Launched in 2004, it has made over 350 donations to 200 charities - based in Guernsey, Jersey and the Isle of Man - amounting to more than £462,000.

“Diversify judiciously,” urge speakers at the Guernsey Private Wealth Forum 2024

Guest introductory speaker Edwin Smith, Editor in Chief of Spear’s Magazine, then unpacked the most important forces shaping the world of wealth

Brookfield’s emerging markets transition fund eyes private wealth

The Catalytic Transition fund has raised $2.4bn so far, with a $1bn anchor commitment designed to serve as a ‘return enhancement lever’.

Thorntons Wealth’s assets near £1bn following Robson Macintosh deal

One additional benefit of the increased scale of the enlarged Thorntons Wealth business will be a reduction in service costs for the vast majority of Robson Macintosh’s clients.

Global investors look through election uncertainties to double down on global equities and private equity

Specifically, in terms of national policymaking, investors said global alliances on politics and trade (44%), as well as high levels of government borrowing (35%), would most likely impact their investment positioning.

The Future is Private

Companies are staying private longer and by the time they go public (if they do it at all), most of their growth is behind them.

Wealth managers must navigate choppy crypto waters

It is also evident that participating in the digital asset space is demanding for industry actors.

Rathbones ups cost savings after Investec merger

Wealth managers continue to hunt for ‘synergies’ amid rampant consolidation

St James’s Place: Analysts back UK’s largest wealth manager

By the end of the quarter, funds under management had swelled to £184.4bn, up from £181.9bn the quarter before and also ahead of consensus.

CMU OmniClear Limited and SIX cooperate to open up further cross-border investment opportunities

They will also intensify their working relationship and maintain channels for the exchange of information.

Brooks Macdonald flags how adviser acquisitions ‘demonstrate pace’ of unfolding strategy

During the first quarter of the financial year, the group saw net outflows of £0.1bn

Infrastructure investments with impact

Companies participating in the infrastructure boom benefit from an unprecedented pipeline.

Exploring wholesale digital payments: Deutsche Börse Group at the ECB trials

Together with leading institutions, infrastructures and fintech businesses, Deutsche Börse Group contributes to this transformative endeavour with its Clearstream and Eurex Clearing businesses.

Former Executives from Reyl and UBP Establish Their Own Firm

They are receiving support from Natalia Souto Rodríguez, a former partner at Prime Partners.

Apollo CEO Rowan Sees Private and Public Markets Converging

Competition and liquidity will boost demand for private assets, Apollo's CEO said at the CAIS Alternative Investment Summit.

InvestCloud Revolutionizes Wealth Management for FirstCape with Multi-Stage Digital Transformation

InvestCloud’s fully integrated platform set to significantly boost advisor efficiency, enable growth and scale for New Zealand’s premier advisory and asset management firm, enhancing client engagement at every stage of the investment lifecycle

Citizens Private Bank welcomes team in Boca Raton

A team at Citizens Private Bank is added to the workforce in Boca Raton.

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Wealth and Asset Management