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
In My Opinion
Don’t tolerate mistakes on measuring risk tolerance
Don’t tolerate mistakes on measuring risk tolerance
Dr Greg B Davies, Head of Behavioural Finance, Oxford Risk writes that the right level of risk for an investor to take depends, to some extent, on that investor’s balance sheet. The more an investor relies on investments to fund their life, the lower their capacity to take risk with that portfolio.
21/01/2022
In My Opinion
Adding value to clients through cashflow planning
Adding value to clients through cashflow planning
Nick Eatock, CEO of intelliflo writes that sometimes it takes a crisis to press home just how useful a certain tool or strategy can be.
By Beverly Chandler | 17/01/2022
2022 investment themes
GSAM publishes its top investment ideas for 2022
GSAM publishes its top investment ideas for 2022
Goldman Sachs Asset Management has published its top investment ideas for 2022 in a report entitled New Challenges, New Opportunities: Eight themes we’re watching.
By Beverly Chandler | 17/01/2022
Impact investing
New report by Lord Wei calls on investors and governments to support impactful investing
New report by Lord Wei calls on investors and governments to support impactful investing
“The Wei Forward Report”, written by Lord Wei of Shoreditch, the social entrepreneur and Conservative peer, and commissioned by Future Planet Capital, the international impact investment group, sets out how venture capital can provide the solution to harnessing university-originated innovation, enabling a next generation of entrepreneurs to supercharge efforts to solve the biggest problems like climate change, health, educations, and security issues, whilst still delivering profits for investors.
By Beverly Chandler | 10/01/2022
ESG and sustainable investing
Rathbone Greenbank’s Elliot comments on top three ESG themes for 2022
Rathbone Greenbank’s Elliot comments on top three ESG themes for 2022
Rathbone Greenbank Investment’s Kate Elliot, head of ethical, sustainable and impact research, has commented on the top three ESG themes for 2022.
By Beverly Chandler | 05/01/2022