Wealth and Asset Management

15335 articles found

Wealth and Asset Management

Haskin Private Wealth Advisors Joins LPL’s Independent Advisor Network

LPL Financial LLC has announced that financial advisors Doug Haskin, CRPS, CPFA, and Jenny Haskin have launched a new independent practice, Haskin Private Wealth Advisors, through affiliation with LPL Financial’s supported independence model, LPL Independent Advisor Network.    The advisors oversee approximately $170 million in advisory, brokerage and retirement plan assets* and join LPL from […]
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Wealth and Asset Management

Successful first closing for Van Lanschot Kempen’s North America-focused private equity fund

Van Lanschot Kempen Investment Management (Van Lanschot Kempen) has secured $120 million in client commitments at the first closing of its second North American private equity strategy.    Through the Kempen North American Private Equity Fund II, clients gain exposure to small and mid-sized private companies in North America through carefully selected specialised private equity […]
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Wealth and Asset Management

Making succession a success

Family firms need to clearly define leadership and ownership. Many families want a clear separation of their personal and professional lives. Some families recognise these issues well in advance, but many do not. At Coutts, we’re often brought in once these challenges have become apparent. We were the first UK Private Bank to set up […]
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Wealth and Asset Management

BlackRock Aladdin Expands Preqin Benchmarks and Indices, Advancing Transparency in Private Markets With Common Performance Measurement Standard

BlackRock Aladdin has announced the expansion of its Preqin Benchmarks and Indices solutions to give investors access to both reporting-grade indices and customizable, transparent peer benchmarks in one place, helping to create a common performance measurement standard for private markets.    Available across the Aladdin ecosystem to clients of Preqin® Pro, Aladdin®, eFront®, and Aladdin […]
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Wealth and Asset Management

UBS to axe A-rated manager’s Asian IG fund

UBS Asset Management has decided to liquidate its Luxembourg-domiciled Asian Investment Grade Bonds fund, according to a shareholder notice seen by Citywire.   The board of directors stated that the sub-fund’s net assets have reached a level which ‘no longer allows it to be managed in an economically reasonable way in the foreseeable future,’ prompting […]
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Wealth and Asset Management

Women and wealth: A growing frontier

Women own more wealth than at any time in history. Money is being earned, created through entrepreneurship, and inherited by women through wealth transfer at a rapidly growing rate.   But for many women there are still significant barriers to growing their wealth and gaining financial security. This is because they must navigate a financial […]
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Wealth and Asset Management

Quilter plc focuses on wealth management growth. Long-term positioning remains key for investors

Quilter plc continues to develop its advice-led wealth management platform, targeting long-term asset growth and efficiency improvements in a competitive UK market for retail and affluent investors.   Quilter plc (ISIN GB00BMV92D64) is a UK-based wealth management group that concentrates on helping individuals and families plan for long-term financial goals through advice-led investment and retirement […]
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Wealth and Asset Management

Quatuor, a new player in wealth advisory in France

Founded by investment and private wealth professionals, Quatuor brings institutional investors' expertise to the service of wealth management advisers. Its ambition: to promote a new vision of wealth management where expertise and the human touch come together in support of a client-centric approach.   The project is backed by a uniquely combined set of profiles: […]
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Wealth and Asset Management

Intesa Sanpaolo opens advisory service in CEE

Italian banking group Intesa Sanpaolo has expanded its European wealth management arm following the launch of its financial advisor network in Central and Eastern Europe.   The new model is already operating in Hungary and Slovakia and will be extended across the region as well as Egypt.   According to Intesa Sanpaolo, it plans to […]
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