Liontrust buys Quilter for £2.8bn Special Situations fund
The wealth firm is among a number of buys as the UK special sits team looks to turnaround the struggling fund.
Wealth and Asset Management
14996 articles found
Evelyn Partners announces the sale of its Fund Solutions business to Thesis
The transaction, which is subject to customary regulatory conditions, is expected to complete in the first half of 2025.
Schroders set to adopt all four SDR labels spanning 16 funds
These encompass the ‘Sustainability Focus’, ‘Sustainability Impact’, ‘Sustainability Improvers’ and ‘Sustainability Mixed Goals' labels.
Credit Suisse AT1 Bond Disputes: Switzerland in the Hot Seat
A key legal decision in New York this February could determine the next steps in the escalating conflict.
Union Bancaire Privée Annual results 2024
Union Bancaire Privée increases its group profit to CHF 257.4 million in 2024
Skylight Wealth Management Named One of the Best Wealth Management Teams in the State
The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams.
UBS Advisor Team The Stephens Group Named to Forbes Best-In-State Wealth Management Teams List
The third annual Forbes-SHOOK Best-In-State Wealth Management Teams list ranks more than 5,300 teams with cumulative assets of $7 trillion.
CEO Above All: This CEO Is Richer Than Bezos, Musk and Ambani; USD 11.5 Trillion In Asset Management — Details
In contrast, figures like Elon Musk, Jeff Bezos, Bill Gates, Mukesh Ambani, and Gautam Adani are household names, often topping billionaire lists.
Franklin Templeton pivots to wealth
But his prominent corner of the industry has changed dramatically since then, particularly the wealth management sector, which became his primary focus during 2024.
Jets and luxury homes: why private banks are homing in on the ultra wealthy
It plans to “double down on hirings” in the UK and the Nordic
Georgian billionaire Ivanishvili also wants to sue Julius Baer
His lawyers are accusing the bank of "political blackmail" and want to initiate legal proceedings.
Report says wealth management M&A peaked in 2024
Deals involving RIAs with $100 million or more in AUM were the most on record, Berkshire Global Advisors says