Back to the future: inflation scenarios for equities
History doesn’t repeat, but we believe the current environment rhymes with the 1950-1965 period.
Wealth and Asset Management
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Q&A with Martin Gilbert: The future of wealth & asset management, the legacy of Covid-19 and lessons from Woodford
How will the industry shape up post-pandemic?
Why are private fund structures so attractive to HNWI and family offices?
Family offices, high net worth individuals and wealthy families are increasingly considering private fund structures to hold their investments.
Are you meeting the needs of vulnerable clients?
Recent studies have shown that vulnerability can be exacerbated by the processes of firms if it isn’t taken into account.
Should we call impact investing what it really is? Philanthropy.
Today in a complex regulatory market, Donor Advised Funds provide enormous flexibility around donations, possible tax reliefs and the onward distribution of investment of that gift.
Lugano AM teams up with wealth manager to manage fund
BlueStar will work with House of Wealth to manage a long-short European equity fund.
Sanctuary Wealth's Elizabeth Evans Named to Forbes' 2021 Top Women Wealth Advisors List
Managing Partner of Evans May Wealth was named a Best-in-State Wealth Advisor earlier this year
Michelle Marquez Named to Forbes’ List of Top Women Wealth Advisors
This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience.
Fairstone's PE Backing Named Deal Of The Month
The investment from TA Associates will support the company's growth plans alongside current backer Synova.
Hong Kong managers back Wealth Management Connect
A further 63% of respondents said that the WMC would positively impact their business and 20% of those respondents expect their business to grow between 10 and 20% as a result of the initiative.
Credit Suisse to exit domestic Austrian wealth management
The transition is expected to begin in the second quarter, the Swiss bank said.
Citi Launches Automated Securities Lending Solution for Wealth Managers
Partnering with Sharegain allows us to provide a digital securities lending solution that is flexible, scalable and easily integrates with our clients’ existing systems.