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Latest News
New International HNW Life Insurance Sales Rose Strongly In 2024; Big Potential Seen – Study
The upside potential for HNW wealth solutions that harness life insurance is considerable, particularly if advisors and other players are aware of their value, the report said. ...
Hold Fewer Equities, Add to Bonds – Pictet
Geneva-headquartered Pictet Asset Management held a roundtable in London this week, discussing its market forecasts for the next five years, assessing the global impact of tariffs on growth, inflation and asset...
What’s New In Investments, Funds? – Fidelity, HSBC, Neuberger Berman
The latest news in investment offerings, financial products and other services relative to wealth advisors and their clients. ...
Transamerica Life Bermuda Granted Licence To Operate In DIFC
With a heritage spanning nearly 180 years through Aegon and Transamerica, Transamerica Life Bermuda brings significant experience of managing large sums assured and managing complex customer scenarios to the Mid...
How Complicated Are Countries For Business? TMF Study Gives The Answer
The complexity of running a business and setting them up is an important consideration for wealth managers, banks and non-financial companies in weighing up the pros and cons of particular jurisdictions. ...
Global HNW Wealth, Population Rose In 2024; Challenges Ahead – Capgemini
The rise in equities last year helped lift the wealth and population of HNW individuals around the world, but the picture was far from uniform, with the UK and continental Europe showing signs of strain. The Cap...
Allfunds' Market Data Illuminates Professional, Retail Investors' Mentality
The gap between the way that professional investors and those on the retail side manage money, treat market changes and policy shifts is dramatically illustrated by figures from Allfunds. ...
Major Economic Powers Must Ramp Up Infrastructure Spending – Study
With a number of large asset and wealth managers becoming more involved in the infrastructure investment arena, a new report from a fund management house explains the reason why. Growth, it says, will have to be...
Who’s Moving Where In Wealth Management? – Evelyn Partners, RBC BlueBay, M&G
The latest moves, appointments and personnel changes among wealth management and related organisations in the UK, the rest of Europe, the Middle East, Africa and select international locations. ...
What’s New In Investments, Funds? – Janus Henderson Investors, Energy Drive
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Lazard Expands London Operations
This week, Lazard, a financial advisory and asset management firm, has opened its new, enlarged headquarters. ...
Malaysia's 1MDB Wins Major Singapore Court Ruling Vs BSI Bank Ltd
The ripple effects of a major Asian scandal involving money laundering and siphoning money from Malaysia-based 1MDB continue to be felt. A top court in Singapore has issued a major ruling. ...
Orbis Smiles On UK, Japan, Emerging Market Equities
Alec Cutler, portfolio manager of the Orbis Global Balanced Strategy, shares his insights on why he is heavily overweight in the UK, Japanese and emerging markets. He outlines his top stock picks. ...
Ocorian Expands US Footprint
The services provider, used by clients including HNW individuals, family offices and banks, has agreed another US acquisition. ...
Award Winners
WealthTalk - Awards Videos
Wize By Teamwork's Central Application Supports Growth
Duration: 2.70m