Partners Group reports 17% AUM growth in 2021
Partners Group foresees another solid year of fundraising in 2022
Wealth and Asset Management
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Reinventing Wealth Management for Mass Affluent Customers
In this article, we’re exploring another group that’s rapidly becoming another point of focus for wealth management firms—the mass affluent class.
Coutts leader reveals plan to be 'best private bank in Scotland'
Adam & Co sale to be finalised in July, with clients in process of being lured to the RBS wealth management division
JPMorgan beats profit estimates as dealmaking boom softens trading decline
Loan growth, the bank's core business, was also up 6%, helped by a rebounding economy, while net interest income from lending and investments in Treasury securities was up 3%.
Arora Brothers Tap Goldman for $321 Million B&M Stake Sale
SSA Investments, the Arora family’s Luxembourg-based investment firm, is selling 40 million shares in B&M European Value Retail SA to institutional investors through an accelerated book building, Goldman Sachs said Thursday in a filing.
RBC Wealth Management-U.S selects Addepar
Addepar will be available to all RBC Wealth Management-U.S. advisors, along with financial professionals of RBC Clearing & Custody (RBC C&C), a division of RBC Capital Markets, LLC.
StanChart to Acquire RBC’s Hong Kong Retirement Trustee Business
The acquisition will enable Standard Chartered to be one of the 13 trustees for Hong Kong’s mandatory provident fund (MPF).
Morgan Stanley added 110 int’l advisors in 2021 hiring spree
Gatesman added that they onboarded over $16bn in international client assets through the new hires.
Brooks Macdonald Group Quarterly Announcement of Funds under Management
Total Group FUM at £17.3 billion (30 September 2021: £16.8 billion; 30 June 2021: £16.5 billion)
Trends In Wealth Management For 2022
Investors should stick to their asset allocation and also moderate return expectations from equities in 2022. I
Wealth Management: The digital shift
Deloitte's recent study in conjunction with ESI ThoughtLab – Wealth and Asset Management 4.0 – show that 40% of clients now say digital access has greater importance in decision making.
Catching falling angels, avoiding falling knives
How does our strategy capture well-suited fallen angels while avoiding potential falling knives?