09/18/2024
EQ Investors and Quilter do not have immediate plans to follow rival Hawkmoor’s move and temporarily suspend sustainable services to new clients due to lack of SDR clarity.
09/18/2024
The term means that most private-client wealth is held by clients who need income more than capital gains.
09/18/2024
Ratio of women in asset management declines with seniority
09/17/2024
Revealing the winners and finalists of the 2024 Wealth Management Awards at Business Awards UK.
09/17/2024
His appointment aims to implement a consistent strategy across all markets
09/17/2024
Long-standing relationship culminating in acquisition
09/17/2024
One of the most pressing challenges that the wealth management sector is facing is the shortage of skilled talent.
09/17/2024
Independent asset manager Corum has acquired Menziken-based Sensusplus.
09/17/2024
Even among those who do, a notable 24 per cent acknowledge difficulties in integrating the next generation into business life.
09/17/2024
Farrer & Co acted as legal advisor to CGWM UK in connection with the transaction, which represents a significant addition to CGWM UK’s international operations.
09/17/2024
The impacts were felt across private market strategies with closed-end real estate funds posting an average negative return in 2023
09/17/2024
Many experts were sure at the time that this massive increase in the cost of credit would completely stifle economic growth in the USA – and this fear still exists.
09/16/2024
Private banks need to ensure family offices clients are profitable and not just sat in cash, says Deutsche's head of ultra-high-net-worth individuals and family office investment advisory, emerging markets.
09/16/2024
A private banker that has had stints in Hong Kong and Zurich, has relocated to Dubai.
09/16/2024
Wealth managers such as Banca Generali are increasingly focused on the succession issues faced by the myriad Italian businesses that sprang up during the post-war boom.
09/16/2024
The acquisition brings with it an experienced senior management team with over 150 years of collective trust experience, supported by a skilled global employee base.
09/16/2024
The FCA said it imposed restrictions because it had “serious concerns” the firm was not capable of being “effectively supervised” by the authority.
09/16/2024
The mandate, which emphasises the strategic importance Schroders places on working with the UK’s mutual sector, will encompass both multi-asset and short-dated credit assets.
09/13/2024
More than nine in ten (92%) of those who have seen asset values increase expect even more growth over the next five years with 48% expecting dramatic increases.
09/13/2024
Technology holdings, especially those linked to artificial intelligence, were the largest contributors to performance and benefitted the technology heavy Taiwan market, where stocks rose strongly.