How JM Finn manages the retiring wealth manager problem
The firm asks those looking to retire for at least a year's notice to make sure a new relationship can be formed with a wealth manager.
Wealth and Asset Management
14922 articles found
Ninety One to complete Sanlam Investments UK transfer
The agreement designates Ninety One as the primary active investment manager for Sanlam's single-managed local and global products.
Standard Chartered sees affluent clients putting more money to work in Hong Kong
‘Our clients’ interest in investing has grown,’ Eliza Law, head of the bank’s affluent segment and distribution in Hong Kong, says
Utmost Wealth Solutions Reports Major Growth Milestones in 2024
Utmost also posted solid financial results, reporting £6.8 billion in gross flows and £190 million in operating profit, while maintaining a 91% client retention rate—underscoring the continued relevance of its offering to intermediaries
From data to AI: how wealth managers can evolve to meet rising client expectations
These discussions were organised on the margins of the PWM Wealth Tech Awards, an event that celebrates excellence and innovation in the wealth management industry.
Against the industry trend: Small private bank flourishes
In a market where numerous institutions are under pressure and mergers and exits are commonplace, this development seems almost anachronistic.
Lazard Releases 2025 Levelized Cost of Energy+ Report
The report explores key aspects of energy generation, energy storage, and system-level considerations while reflecting on developments over the past 12 months.
Former UK Cabinet Minister to Headline Private Wealth Conference
He will be joined by a number of expert speakers at the half-day London event to be held at the Brewery on Tuesday 23 September.
Back-to-back win for Saffery Trust in eprivateclient Excellence Awards
The firm received a Highly Commended recognition in its first year of entry, followed by three successive wins, including back-to-back success in the most recent years
JTC Strengthens Partnership with TISE Through Comprehensive Scheme of Arrangement Services
As Registrar of TISE, JTC Registrars Limited has consistently provided the full suite of registrar services, including the provision of CREST services.
Saxo's Powerplay: How the digital bank continues to grow in Switzerland
Saxo Bank has grown significantly in Switzerland in recent years.
Blackstone's Solotar: Public/private still 'clunky' for wealth buyers
Joan Solotar says it's not as easy as it seems for wealth firms to weave together public and private assets, and that’s where the alts giant sees a new opportunity.