09/19/2024
LTAFs are vehicles designed to enable UK investors with longer-term horizons to invest in more illiquid assets, allowing them to take advantage of the robust returns and diversification benefits of private markets.
09/18/2024
It now appears that this figure is approaching 10 billion francs.
09/18/2024
Business continuity and protection for both the organisation and their clients is paramount
09/18/2024
The Italian bank’s high-net-worth clients will have access to Partners Group’s evergreen private equity strategy that’s been running for 17 years.
09/18/2024
Independent asset manager Corum has acquired Menziken-based Sensusplus.
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.