Wealth managers expect AI to transform their business
About nine in ten investors believe AI can be used effectively for researching financial products and services
Wealth and Asset Management
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The importance of experimentation
Adapting to change isn’t easy – it requires a willingness to experiment, get things wrong and reflect honestly about what you need to do to improve.
Tavistock sells advice network to Saltus in £38m deal
The deal, first revealed by Citywire in June, will see Tavistock Partners sold to Saltus.
The gold rush continues
We note that central bank gold purchases have fallen since the beginning of June.
UAE-headquartered wealth manager GSB eyes Swiss expansion
Russell Hunter has already been hired from Schroders Private Bank to run Swiss operation once licence approved
Macquarie Asset Management agrees to acquire ZITON, a specialist in offshore wind O&M services, from Permira Credit
The European offshore wind market is currently the largest in the world and it continues to play a key role in securing the region’s energy security and transition.
A three-point plan to build hedge funds into portfolios
Hedge funds can provide returns that are lowly correlated to traditional stocks and bonds.
Where are wealth holders moving to?
Until recently, there were estimated to be over 60,000 so-called ‘non-doms’ in the UK.
Understanding after-tax performance & reporting in wealth management
Overlooking these implications can lead to distorted evaluations of investment attractiveness and growth potential.
RBC Wealth Management adds new division head with an eye on growth opportunities in the western U.S.
The move to four divisions is a strategic decision to position the firm to take advantage of the tremendous growth opportunities, particularly in the western U.S.
UBS Empowers Female Entrepreneurs with its fourth annual Female Founder Award
The award celebrates visionary female founders, co-founders, and C-level executives who are shaping the future of technology and redefining leadership in innovation.
Ninety One makes final close European private credit fund at €150m
The fund aims to provide “tailored asset-based private credit solutions to underserved non-sponsored borrowers in European mid-markets”.