Former UAE bankers get into wealth management as more millionaires take up residence
'Around 30,000 ultra-rich will call UAE home in next 5 years', says Wealthbrix's Khanna
Wealth and Asset Management
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Wealth managers gear up to put UK savings into private assets
Talks with private capital firms have focused on operational hurdles for retail customers
Liontrust insists it is ‘well placed’ despite profit dip
The group posted an adjusted profit before tax of £48.3m, down from £67.4m the previous year.
EFG International’s subsidiary Shaw and Partners agreed to acquire a 75% stake in New Zealand-based Investment Services Group
This acquisition marks a key milestone in Shaw and Partners’ growth strategy as it formally enters the New Zealand market and strengthens its presence across the broader Trans-Tasman region.
Wealth transfer requires steep rise in investor knowledge
These key trends are highlighted in the latest global survey of asset and wealth managers from Citi and Create-Research.
Weatherbys head of financial planning achieves rare double
There are just 1,064 holders of the certified financial planner certificate, and 3,110 CISI chartered wealth managers. Very few hold both qualifications.
Standard Chartered wraps up divestment of Tanzania operations to Access Bank
This handover concludes a strategic divestment announced in April 2022.
Cosmofunding takes off – Vontobel’s platform sets course for Europe
The company is now taking off – with expansion plans beyond the DACH region.
"Next Gen Wealth Advisor" Decisive Capital Management bankrupt, enters liquidation
The company notably lacked a FINMA asset management license, operating without formal regulatory oversight.
Triple shortlisting for Saffery Trust for STEP Private Client Awards
The categories assess a broad range of criteria including excellence in client service, innovation, and employee engagement across the private client industry over the prior year.
RBC Brewin Dolphin expands MPS with seven new model portfolios
The seven model portfolios will be rebalanced monthly in line with the current MPS range to reflect market changes and the central investment team’s asset allocation decisions.
Millionaires on the Move: UK Braces for Historic Wealth Flight as Global Migration Peaks
The long-term implications for Europe and the UK’s economic competitiveness and investment appeal are significant.”