08/10/2023
From a general perspective, a significant fact to point out is that two-thirds of business and technology professionals in wealth management firms are increasing their spending on emerging technologies
08/10/2023
Advisory firm VonLehman has launched its own wealth management company, VL Private Wealth.
08/10/2023
Investment Week analysis
08/10/2023
Making it the second-largest asset allocation in UHNW portfolios
08/09/2023
UK wealth managers look after £1.4 trillion in assets and are used by 2.4 million people in this country.
08/09/2023
Geneva is one of JPMorgan's main hubs for private banking in Europe, along with London and Luxembourg.
08/09/2023
The GAM Board has considered this request and determined not to delay the convened EGM, but to hold it on 18 August 2023, as announced.
08/09/2023
The firm has relocated to 1 Angel Court from nearby 55 Bishopsgate.
08/09/2023
Net interest income benefitting from the higher interest rate environment, stood at EUR 1,622 million and fee income was stable.
08/09/2023
The new global unconstrained fixed income desk will be led by Julien Houdain. Several fund manager changes come with the rebrand.
08/09/2023
The research also spotlighted the growing popularity of semi-liquid funds, especially among the high-net-worth (HNW) and ultra-HNW (UHNW) investor brackets.
08/09/2023
Fund manager's boss looks to potential future deals as he hopes to put Gars' fall from grace behind the firm
08/09/2023
And also wants to expand its advice operation internationally
08/08/2023
Inflation provides a pleasant surprise that encourages investors, and we make some small but important changes to our positioning.
08/08/2023
Half-year Group results as at 30 June 2023
08/08/2023
The ten largest private markets asset managers, from Blackstone to EQT, are all trying to crack a $12tn wealth market by launching new funds and expanding into new regions.
08/08/2023
Quilter Partners will provide an opportunity for firms to realise the value they have built up within their businesses now and at the point of exit through a sale.
08/08/2023
Based on an assessment comprising almost two-hundred questions, the certification confirms that Piguet Galland meets not only societal, environmental and governance requirements, but also offers transparency towards its public.
08/08/2023
It found that many Millennials and Generation Z do not have a relationship with the adviser who currently manages the assets they stand to inherit and that this poses a "significant challenge" to advisers.
08/08/2023
The winner will receive an award of £30,000. Each book finalist will receive £10,000.