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
Belinda Thomas, Partner and Head of Sales at Triple Point writes that the Autumn Budget came and went without any notable implications for estate planning.
Commenting on 2021, the UK DIY investment platform InvestEngine’s managing director Andrey Dobrynin writes that investors have increasingly turned to ETFs for a simple, low-cost way to put their money into the stock market.
Spectrum Markets’ head of marketing, Martina Hoffard writes that women in technology are underrepresented. Underpaid. Underpromoted? Better representation of women in the workplace correlates to better business outcomes; proving that what’s good for equality is good for business, she writes.
David Wood, Managing Director of Luma’s International Business asks: “In an increasingly competitive and cost-constrained world, how do wealth managers differentiate themselves?” One way is for them to offer clients highly tailored advice, Wood says.
Willem Sels, Global CIO, Private Banking and Wealth Management at HSBC has commented on the key macro-economic themes as the global economy moves from the reopening to the mid-cycle stage.