Managers of Wealth

Wealth management comes of age in Germany

But still the wealth management industry is in its relative infancy.

Australian wealth fintech company targets Ireland

Consumers are increasingly using digital tools for many of their daily banking, shopping and entertainment needs.

HNW Investors Lean To Alternatives

The survey, which asked 500 high-net-worth investors about their current holdings and future investment strategies, showed that 47 percent of participants invested in individual stocks in the past year, a 10 percent decline compared to last year.

St James's Place acquires protection specialist

The new arrangement sees Future Proof become part of the St. James’s Place Group, supporting the wealth manager’s Partnership through the provision of specialist protection advice.¹

Singapore private banks target Middle East, NRI clients

DBS plans to expand in the Middle East by doubling the number of private bankers there over the next five years, from more than 20 now, the bank said.

Investing in the Asian Credit Markets in a Smarter Way

The fund has a moderate number of holdings of around 70 positions and is A rated on Citywire as well as followed by Morningstar.

Value Idea Contest: Credit Suisse as a Value Investment?

Credit Suisse is the second largest bank in Switzerland and is famous for being a safe haven in the money world

Alfa-Bank owners discuss sale with VTB and UniCredit, sources say

Proprietors including Mikhail Fridman deny attempt to sell Russia’s largest private bank

Credit Suisse capital return plans risk disappointing investors

Bank will commit to ‘significant’ buyback but amount ‘nowhere near’ analysts’ estimate for next year

Wealth Management firm plans for growth

A strong financial performance in recent years has enabled us to reinvest and develop our team which includes chartered financial advisers and para planners.

LOIM launches UCITs version of TerreNeuve strategy

The UCITS Fund will target high single digit net returns, with a volatility of approximately 6-7%.

Citi Private Bank Law Firm Group and Hildebrandt Consulting Issue 2019 Citi Hildebrandt Client Advisory

U.S. Law Firm Industry is Seeing Strongest Growth in Almost a Decade

Syz Group launches private markets investment unit

The new unit will have two core pillars. One of them is a multi-manager fund that will evaluate absolute and relative value opportunities leveraging a proprietary asset allocation model.

Lombard Odier offers sustainable market neutral fund

Fund manager Arnaud Langlois joined Swiss fund house in February

UBS AM and APG join to target Japanese residential market

The club will undertake a primarily build-to-core investment strategy with some allocation to the re-positioning of income-producing operating assets, it said.

A Sudden Windfall: BMO Wealth Management Report Reveals a Shift in Canadians' Financial Priorities After Receiving Wealth Unexpectedly

While the sudden acquisition of wealth can be exciting, it is important to remain calm and think about how a windfall will influence your financial goals.

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Wealth and Asset Management