Partners Group seals distribution deal with Italian bank Sella
Clients of the €1.8bn bank will be able to access the PE-focused evergreen fund with a minimum investment of €10,000.
Wealth and Asset Management
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France’s Elite Are Moving to Protect Wealth Before 2027 Election
Macron has actively courted the wealthy to invest and create jobs in the country since coming to power in 2017.
KKP Partners with Goldman Sachs Asset Management to Elevate Thai Wealth Management Services
Under this strategic alliance, KKP and GSAM will co-develop investment recommendations through model portfolios employing a multi-asset strategy, covering equity instruments, bonds, and alternative assets.
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.
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