Wealth

Story

Assets under management in Latin America will more than double to reach USD5.3 trillion by 2025, says new report

Assets under management in Latin America will more than double to reach USD5.3 trillion by 2025, says new report

Although currently a number of countries in Latin America face political and economic uncertainty, the long term growth prospects for the asset and wealth management industry remain strong, according to a new report published by PwC and Sura Investment Management.

Story

JHC partners with Ortec Finance

JHC partners with Ortec Finance

Wealth management fintech firm, JHC Systems (JHC), and Dutch based Ortec Finance are partnering to provide OPAL, a software solution for global financial institutions offering goal-based financial planning models, as a component to JHC’s Digital Wealth Platform.

Story

iCapital Network partners with Rockefeller Capital Management to provide access to alternatives

iCapital Network partners with Rockefeller Capital Management to provide access to alternatives

iCapital Network has partnered with Rockefeller Capital Management (Rockefeller), an independent financial services firm offering global family office, asset management, and strategic advisory to ultra-net-worth families as well as institutional clients, to increase alternative investment options for the company’s investors.

Story

Fund managers should focus on ‘actual’ investing, says Baillie Gifford

Fund managers should focus on ‘actual’ investing, says Baillie Gifford

Baillie Gifford, the Edinburgh-based investment management partnership, is challenging the investment industry to return to its fundamental purpose, namely deploying clients’ capital into tangible, sustainable activities, allowing companies to grow and prosper over the long term, whilst still generating positive returns for shareholders. 

Story

Schroders and Lloyds form wealth management strategic partnership to manage GBP80bn of Scottish Widows and Lloyds assets 

Schroders and Lloyds form wealth management strategic partnership to manage GBP80bn of Scottish Widows and Lloyds assets 

Schroders and Lloyds form wealth management strategic partnership to manage GBP80bn of Scottish Widows and Lloyds assets 

Schroders and Lloyds are entering into a strategic partnership to create a market-leading wealth management proposition.