M&G helps ex-RBC Brewin Dolphin press head launch advice business
Former press officer Richard Janes is one of the latest to qualify as an adviser after passing through the M&G Academy.
Wealth and Asset Management
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Praemium partnership expands access to alternative assets
Users will also be able to utilise comprehensive resources to improve understanding and application of structured products in client portfolios, ensuring they are able to maximise the benefits of these investment options for their clients.
Wealth managers and financial advisers globally dial-up private markets allocations in response to shifting market dynamics
Two-thirds of wealth manager and financial adviser respondents highlight that the potential for higher returns than public markets is the most important benefit for investing in private markets for their clients
Federated Hermes bets on Asian structural growth in wealth
More sophisticated family offices demand more complex products.
UBS: Billionaire Wealth Stagnates in Asia
Not only did APAC record the slowest growth but it was also the only region that did not surpass its last peak in 2021, which saw a total of $4.6 trillion in billionaire wealth.
Dynasty Financial Partners and Nasdaq Private Market Announce Partnership to Connect Private Company Shareholders to Top Wealth Managers
This partnership will help NPM clients participating in private company secondary liquidity events have access to comprehensive investment and tax planning services to promote better financial futures for them and their families.
Moneyfarm expands UK footprint with Willis Owen purchase
This acquisition, which brings Moneyfarm’s group total assets to over £5bn, is the firm’s third in the UK over the past three years.
FCA-regulated wealth manager Diagram Capital taps Muinmos’ KYC/AML solution
The Muinmos platform provides a sophisticated solution that empowers firms to automate and accelerate their KYC and KYP processes.
Canada's RBC beats profit estimates on HSBC addition, wealth management strength
RBC also rejigged its leadership earlier this year and made changes to its business segments as the lender positions itself for the next phase of growth while absorbing HSBC's domestic operations.
Quilter Cheviot launches investment proposal tool to streamline advisers’ processes
The investment proposal tool aims to lessen the amount of time it takes to create reports for clients reflecting their recommendations.
Chubb's 2024 Wealth Report: Affluent Households Name Climate, Cyber and Collectibles Risks as Top Threats to Building and Maintaining Wealth
With 90% of respondents citing climate change as a leading concern, 92% fearing liability lawsuits, 81% of collectors worrying about theft, and a substantial insurance protection gap across critical areas
WealthKernel joins forces with Griffin to offer savings accounts
Digital investment infrastructure provider WealthKernel is partnering with Griffin to enable fintech’s and wealth managers to embed savings accounts into their services.