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
As oil and wheat prices dip after breath-taking highs in the wake of the Russia/Ukraine conflict, wealth managers offer their views on the commodity markets and inflation. Report by Harriet O’Brien.
Wealth managers comment on the likely impact of the conflict. Report by Harriet O’Brien.
Olivia Dakeyne, a manager in the Themis Think Tank writes that many firms see customer due diligence (CDD) - the process of understanding who your customers are and the nature of their business - as a burdensome regulatory requirement, but, she says, it is vital as so much more than a compliance exercise.
Morningstar figures show global ESG fund assets hit USD2.74 trillion at the end of 2021, the majority in Europe, but how can investors and their advisers access a range of ESG funds through ETFs? And how do specialist ESG ETFs work in practice?
Harriet O’Brien talks to Russell Andrews, global head of advice solutions at SEI’s Asset Management Distribution unit, about the effect of consolidation on the financial advice industry.