Ambitious wealth management company, AssetCo, headed by industry veteran Martin Gilbert, is to buy SVM Asset Management Limited for GBP10.7 million.
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.
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.
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.
The Wealth Adviser 2022 Report contains interviews with some of the winners from the 12th outing of the Wealth Adviser 2022 Awards.
Michael Butler, partner at ECI, talks to Harriet O’Brien about the value of developing a unique selling proposition
Ioana Erhan, Global Co-Head of Financial Services and Director of Marketing Solutions at LinkedIn, talks to Harriet O’Brien about the findings of LinkedIn’s new report on the opportunities in the wealth industry.
Matthew Roberts, Head of Fulcrum Alternative Solutions, Fulcrum Asset Management, writes that the potential impact of continued, disruptive inflation on asset prices is profound.
Lily Turnbull, Head of ESG, C2 Cyber, writes that last year a record USD649 billion was invested in Environmental, Social and Governance (ESG) focused funds worldwide, up from the USD542 billion in 2020, according to the latest Refinitiv Lipper data. This increase means ESG funds now account for 10 per cent of global fund assets.
Steven Tredget, partner at Oakley Capital, Richard Hickman, managing director at HarbourVest and Andrew Lister, manager of the abrdn Listed Private Capital Fund discuss the options for investors looking to invest in private equity with Philippa Aylmer.
Quilter has expanded its WealthSelect managed portfolio service and is introducing innovations to meet regulatory challenges and client preferences. Quilter’s David Tiller talks about the changes to Harriet O’Brien.