Liontrust global distribution head Ian Chimes to retire
Head of institutional sales Frank Doyle will also exit the firm in March next year
Wealth and Asset Management
15013 articles found
Active ETFs gain ground on more passive benchmark trackers
Global assets have tripled since 2018 as many consider they show greater promise than more traditional mutual funds
Global wealth management group GSB launches FutureOf fund
Beth Bell has joined to run the fund
Billionaire wealth grows despite regional and sectoral shifts
The number of billionaires globally increased from 1,757 to 2,682, with a peak of 2,686 in 2021.
BNP Paribas Wealth Management Shares Key Investment Trends Expected in 2025
First, BNP Paribas noted that lower interest rates will support “leveraged asset classes,” such as real estate, infrastructure and private equity.
NRI Launches "NRI STREAM" Accelerating Digital Transformation in Asset Management
The new solution will be adopted by SBI Securities, Nikko Asset Management and Resona Asset Management
Pimco expands UK global wealth management team
Both will report to Terry Oh, executive vice president and head of Pimco’s global wealth management business in the UK.
HSBC India launches credit card for global private banking
The Global Private Banking business in India serves high-net-worth individuals.
Thank Wealth Managers For These 8%+ Dividends
Digging into a fund’s prospectus and annual reports is something they look forward to.
Quilter Cheviot focuses on REITs in third phase of investment trust engagement
Quilter Cheviot advocates for fully independent boards to best protect shareholder interests.
Redefining wealth management: The Family Office launches goal-based investing platform
We believe that financial planning should not just be about numbers, it’s about achieving the life goals that matter most to our clients.
Asset managers make existential dash into private assets
Many executives believe they are engaged in no less than a fight for survival