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
Philippa Aylmer writes that client experience will be the new battleground as wealth management firms face significant revenue and margin pressures in the coming year, quoting the latest CapGemini survey, with competition intensifying for large financial services firms as they learn to live with the rise of new digital players.
Recent research from ETF issuer WisdomTree revealed that over seven in 10 (72 per cent) of UK advisers have spoken to their clients about investing in cryptocurrencies, with almost half of clients (45 per cent) intending to step outside of their adviser relationship to allocate to the asset class.
International legal and professional services firm, Ince, has announced the launch of the legal sector’s first fully integrated private wealth offering which provides a range of premium legal and wealth advisory services and solutions for high-net-worth individuals, families, business owners and entrepreneurs with complex financial affairs, in the UK and internationally.
Philippa Aylmer writes that inflation is now more than double the Bank of England’s inflation target and with continued supply bottle necks, labour shortages and rising commodity prices, inflation is expected to rise even further.
Hugo Thompson, Multi-Asset Investment Specialist, HSBC Asset Management writes that investing for income used to be the easiest game in town.