Lane Clark releases book criticizing wealth management industry
The publication addresses common investor concerns including portfolio underperformance relative to indexes, fee structures, and adviser incentives.
Wealth and Asset Management
14936 articles found
Julius Baer faces credit losses from insolvent Degag Group, report says
"Some of the borrowers in this group are now facing financial difficulties."
Titan Wealth acquire Blacktower Group in “landmark” deal
The deal adds £2.2bn (US$3bn) to Titan’s AUM but also multiple jurisdictions due to Blacktower’s regulatory coverage
Ares Management Raises $5.3 Billion for Infrastructure Secondaries Strategy
Final Fund Close Exceeds $2 Billion Target
Western Alliance Bank launches new division for HNW individuals
The new division aims to extend services beyond the bank's existing clientele by collaborating with advisors in other sectors.
Saffery Trust leadership again recognised among Spear’s recommended advisors globally
The Spear’s 500 directory is widely regarded as one of the most respected guides for ultra-high-net-worth clients and their advisors.
LUKB does not exercise the option to early repay the Additional Tier 1 bond
Luzerner Kantonalbank makes each repayment decision individually on an economic basis, taking into account the underlying market conditions, the regulatory value of the instrument, and its own financial and capital planning.
Bank Dhofar SAOG : BankDhofar partners with BlackRock to transform wealth management in Oman
This collaboration, the first of its kind in Oman, will redefine wealth management by offering customers exclusive access to world-class investment strategies and advisory services.
SJP’s disappointing run with KKR puts question mark over alts plans
Performance of the £2.2bn Diversified Assets fund has disappointed seven years after its inception, but SJP is sticking with KKR for the time being.
SJP Academy welcomes 175 qualified advisers
The SJP Academy was established in 2012 and claims to be the “largest and most comprehensive financial adviser training and development programme in the UK.”
Passion Meets Portfolio: How Asia’s Wealthy Unlock Value From Lifestyle Assets
Whether it's art collections, superyachts or private jets, J.P. Morgan is helping Asia’s families unlock value from their passions by connecting their lifestyle choices with long-term financial goals.
Titan Wealth receives FCA green light for IWP deal
Wealth firm hails ‘a significant milestone’