Acquisition news
AssetCo buys SVM Asset Management
Ambitious wealth management company, AssetCo, headed by industry veteran Martin Gilbert, is to buy SVM Asset Management Limited for GBP10.7 million.
By Beverly Chandler | 21/06/2022
In My Opinion
Revisiting the case for absolute return
Revisiting the case for absolute return
Luke Hyde-Smith of Waverton writes that absolute return funds seek to provide a positive nominal return for investors regardless of the underlying market conditions.
24/06/2022
Global wealth survey
Julius Baer assesses global cost of living well
Julius Baer assesses global cost of living well
Julius Baer has released the third edition of the Global Wealth and Lifestyle Report, which takes a basket of consumer goods and services that reflect the spending patterns of high-net-worth individuals and analyses their prices in 24 key cities around the world.
By Beverly Chandler | 20/06/2022
Wealth report
Capgemini 2022 wealth report reveals North America retains top spot for high net worth population and wealth
Capgemini 2022 wealth report reveals North America retains top spot for high net worth population and wealth
Capgemini’s World Wealth Report (WWR), published today, reveals the global High Net Worth Individual (HNWI) population grew 7.8 per cent and their wealth grew 8 per cent in 2021 owing to recovering economies being boosted by the stock market.
By Beverly Chandler | 14/06/2022
Wealth Adviser Awards 2022
Wealth Adviser Awards 2022
The Wealth Adviser 2022 Report contains interviews with some of the winners from the 12th outing of the Wealth Adviser 2022 Awards.
Submitted
13/06/2022 - 8:05am
Interview
Why a USP is becoming vital for wealth managers
Why a USP is becoming vital for wealth managers
Michael Butler, partner at ECI, talks to Harriet O’Brien about the value of developing a unique selling proposition
10/06/2022
Live stream big tech ETF panel
Register for the Asset TV/ETF Express live stream on big tech and cryptos
Register for the Asset TV/ETF Express live stream on big tech and cryptos
By Beverly Chandler | 01/06/2022
Canadian Turtle Creek launches Ucits fund
Turtle Creek to launch UCITS fund
Turtle Creek to launch UCITS fund
Canadian asset manager Turtle Creek has a 20-year record of running an innovative North American equities value strategy for HNWIs. As it launches a UCITS fund which will make its strategy available to European investors, CEO Andrew Brenton talks to Harriet O’Brien about its achievements and challenges.
26/04/2022
Gold
Increasing demand and new ventures in the gold market
Increasing demand and new ventures in the gold market
In a period of economic and global uncertainty, gold is seeing an onrush of attention and innovation, reports Harriet O’Brien.
12/04/2022
In My Opinion
The benefits of a cohesive multi-asset investment strategy
The benefits of a cohesive multi-asset investment strategy
James Mee of Waverton Investment Management writes that people say that diversification is the only free lunch in finance.
25/04/2022
In my opinion
Long-term thinking for HNWI: How the adviser can help
Long-term thinking for HNWI: How the adviser can help
Andrew Tully, technical director, Canada Life writes that advisers are crucial in supporting their client’s long-term thinking, enabling high net worth decision makers to focus on long-term objectives and encouraging them to maintain their strategic thinking.
20/04/2022
Story
Wealth Adviser awards return for 2022
Wealth Adviser awards return for 2022
This would have been the 12th outing for the popular annual Wealth Adviser Awards but the pandemic intervened and the last awards were in 2019. Wealth Adviser is very pleased to bring the awards back for 2022.
By Beverly Chandler | 18/03/2022