Mark Dampier: Should wealth managers do more to justify their fees?
Now, I’m not one to throw stones from a glass house, but one friend’s portfolio gave me pause.
Wealth and Asset Management
15426 articles found
Swiss National Bank Plans New Cash Logistics Center
The new cash logistics center is expected to go into operation in the early 2030s.
Zurich Asset Manager Joins SSI Group
In addition to traditional wealth management solutions, SSI also offers specialized services such as impact investing and fiduciary services.
CCLA sold to Jupiter Fund Management for £100m
In addition to charities, CCLA also serves religious institutions and local authorities. It has total funds under management of over £15bn.
Fourth Quarter FUMA Update
The Board anticipates the full year performance to be in line with market expectations.
German Finance Minister attacks Andrea Orcel
Unicredit made a major investment in Germany's second-largest private bank in the fall.
Liontrust reports £1.1bn outflows but assets remain steady
Liontrust said 73% of its funds were in the first or second quartile of their sectors since inception as of 30 June.
EFG International stock downgraded to Neutral by Citi on valuation
The investment bank concluded that while it remains positive on EFG’s medium-term outlook, the risk-reward profile now appears "more balanced" with the current valuation looking "fair" following the recent share price appreciatio
Klaus Wellershoff opens asset manager to retail investors
DV8 Investment Solutions sees a Wellershoff trinity bring their new ultra-simplified investment firm to a wider audience.
Why tech is key to managing the great wealth transfer
These staggering inheritance figures, from a report by Vanguard, should be a golden opportunity for the industry.
Morgan Stanley Investment Management Closes North Haven Venture Capital Opportunities Fund I With Over $280 Million
Investors encompass institutions from a wide range of geographies and include public pensions, corporations, foundations, and family offices.
Sanctuary Wealth Lands Former Bank of Montreal Advisor Who Managed $580M In Assets
Advisor Bernard Reed has launched Velorum Wealth Management and aligned it with Sanctuary’s partnered independence model.