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Liontrust Income Fund Q4 2022 review

Global financial markets were more settled during the last quarter after the turmoil seen throughout most of the year.

The appeal of wealth planning amid increasing mobility

Besides avoiding physical harm and financial losses, the reasons for such relocation range from professional opportunities and business expansion to family requirements or access to a better healthcare system.

Julius Baer: «It's Going to be a Glorious Year for Bond Investing»

In addition to the end of the ultra-low rate regime, the bank notes that historical trends point to a high likelihood of positive returns for the asset class after two years of losses.

Edinburgh Reforms: signs are positive for UK wealth management

This means that changes are far from guaranteed, and many will not be confirmed until as late as 2024.

10-year forecasts: what returns to expect from major asset classes?

Our latest forecasts for absolute returns from 2023-2032 for various asset classes.

HFMC Wealth bolsters London office with new purchase

R&S advises more than 100 families, many of whom have been clients for decades and, in some cases, over multiple generations.

Bellevue Asset Management launches debut private equity secondaries fund

The fund has a global remit and is primarily active in the US and Europe. Its target return is comparable to primary buyout funds, but the margins of safety are significantly higher.

The opposite of IAM consolidation is happening: Aswm’s Nicole Curti

The Alliance of Swiss Wealth Managers gains two new members, taking the count to 40.

Schroders receives permission to establish wholly foreign-owned public fund management company in China

As a global asset management company founded in 1804, Schroders appreciates the strategic importance of China.

FNZ successfully completes acquisition of Fondsdepot Bank

The acquisition represents a further investment by FNZ in the German market

European Family Office Report: Uncertain times lead to certain measures with increased focus Private Equity

With soaring inflation, increasing interest rates, collapsing stock markets and imminent recessions, family offices have shown typical adaptability when adjusting the mix of their portfolios to deal with a more difficult environment.

BNP Paribas Asset Management expands Nordic ETF team

Altas joins from BlackRock and has 10 years’ asset management industry experience, as a Relationship Manager and Sales Support Manager.

Amundi, Europe’s largest money manager, sees China reopening setting off growth wave in Hong Kong and Asia, CEO says

This continent will be the one having the most important growth in the next decade,’ Valérie Baudson says in an exclusive interview

JTC Shortlisted in the Citywealth 2023 Magic Circle Awards

For nearly twenty years, the Magic Circle Awards have been attracting the leading professionals from the top firms, recognising the achievements of the industry during the past year.

Profit with Tatton’s unique model

The Wilmslow-headquartered asset manager has been quietly building a resilient business

Best Private Bank in Mena Region at 2022 WealthBriefing Mena Awards

Other awards included “Best Private Bank - Credit Provider”, “Best Private Bank Servicing The Expat Community” and “Best Real Estate Investment Proposition Or Service” at the 2022 WealthBriefing Mena Awards.

Zwei Wealth dares to go abroad

The office on the Thames is planned as a third hub alongside Zurich and Geneva; Two Wealth ambassadors will include Andrew Hall , who is already a consultant to the young company.

Partners Group reports 2022 fundraising within guidance; communicates expected range of USD 17 to 22 billion for 2023

Including foreign exchange effects, AuM grew by 6%, mainly driven by the strengthening of the USD against the EUR.

Switzerland is still the private banking leader: SocGen’s Saliné

Head of private banking at Société Générale Private Banking Switzerland acknowledges the country’s leading position but is not complacent.

Après-ski moment: Why private banks are flocking to Verbier

With Barclays being the latest to move in, the Swiss skiing town is reaping the benefits of the shift to remote working.

Wealth and Asset Management