10/17/2024
InvestCloud’s fully integrated platform set to significantly boost advisor efficiency, enable growth and scale for New Zealand’s premier advisory and asset management firm, enhancing client engagement at every stage of the investment lifecycle
10/17/2024
The newly secured Family Office Licence allows deVere to cater to the most complex financial needs of ultra-high-net-worth individuals (UHNWIs) and families, setting it apart from competitors.
10/17/2024
At the same time, the planned merger will expand the revenue base and lay the foundation for additional growth.
10/17/2024
The asset management industry is under pressure.
10/17/2024
Net flows in the quarter reflected the resilience of gross inflows despite the impacts of managing a significant client consent process.
10/17/2024
The UK’s largest wealth manager also recorded gross inflows of £4.4bn in the third quarter, 20% higher compared to the same period last year.
10/17/2024
Active fund manager hit by economic and political uncertainty ahead of Budget
10/16/2024
The Spear’s Power List highlights the leaders whose impact extends beyond client relationships, showcasing those who shape the wealth management industry.
10/16/2024
At each of these sites, a Head of EAM oversees specialist Relationship Managers and Account Managers, of which we have around 30 in total.
10/16/2024
One of his conclusions will particularly please Swiss private banks.
10/16/2024
It’s only right that in time, attention will turn to consumer support
10/16/2024
The increase of 2% in the quarter reflected net inflows, and higher market levels with this partially offset by Sterling appreciation.
10/16/2024
The report highlighted that Luxembourg has maintained a steady rise in GDP per capita from 2010 to 2024, consistently ranking at or near the top among the wealthiest nations.
10/16/2024
Investors have poured money into areas including private credit, private equity and infrastructure to chase higher returns and diversify their portfolios.
10/16/2024
Hong Kong and Singapore are the world’s rising wealth centres
10/15/2024
AXA IM has established a new Philanthropy Committee to oversee and make decisions in regard to its charitable commitments.
10/15/2024
Dominique Gerster brings more than two decades of experience in corporate communications.
10/14/2024
The Power List recognises those individuals with significant influence in private wealth and for high-net-worth individuals and families more broadly.
10/14/2024
Over the past two years, assets under management (AUM) have grown by more than 25 percent, following a steady decline in previous years.
10/14/2024
The portfolio aims to address issues such as affordable housing, community development, climate change and the regeneration of natural resources.