Liontrust takes first steps into closed-ended territory with sustainable trust launch
‘The investment trust sector has been relatively behind the curve in servicing the growing demand for ESG strategies’
Wealth and Asset Management
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UK wealth manager acquires Scottish financial planning business
It does not want to do deals which see clients as a ‘secondary concern’
A Well-Conceived Share Plan Can Be Critical to Long-Term Success
JTC’s own journey as a business and the role shared ownership has played in that journey has made for a fascinating case study.
Coutts Joins Net Zero Managers Initiative
Find out why Coutts has joined Net Zero Asset Managers initiative
BNP Paribas Wealth Management Asia has won five awards
Voted as the Best Hong Kong Domestic Private Bank, WBA acknowledged that the interplay between the needs of a local player and the capabilities of one of the leaders of the international stage was evident in BNP Paribas Wealth Management’s submissio
WEEKWATCH by St. James's Place
While markets were more optimistic last week, the past few months have been characterised by plenty of uncertainty about the outlook of the world economy.
Back on track?
In the latest Quarterly Market Review for Q2 2021, EFG’s economists turn the spotlight on the US and other markets to see if the longed-for recovery is emerging.
Jupiter records outflows of £776m as demand for European equities falls
Assets under management (AUM) inched higher to £58.79bn in the first three months of the year, up from £58.73bn at the end of the previous quarter.
Further Hong Kong SAR incentives for the asset and wealth management industry
Lewis Lu and John Timpany of KPMG discuss further initiatives for the asset and wealth management industry in Hong Kong SAR.
Citi: «We Are Seeing Once-in-a-Generation Wealth Creation»
The bank will look to hire in order to add in excess of $150 billion in assets under management (AUM) to its CGW unit in Asia, including $120 billion in the high net worth segment.
Hywin Holdings Announces Two Wins
The award of “Best CEO in Greater China Wealth Management” honors a top executive that demonstrates outstanding leadership in the industry and champions impactful social causes.
Standard Chartered to hire 400 staff in Hong Kong to tap growing demand for wealth management service
Lender plans to spend HK$200 million (US$26 million) over three years to transform its branches in the city