Franklin Templeton has announced that it has received approval from the Luxembourg regulator Commission de Surveillance du Secteur Financier (CSSF) to launch the firm’s first open-ended strategy focused on private equity secondaries.
The Julius Baer Global Wealth and Lifestyle Report 2024 has been published, against what the firm describes as a complex global background.
Designed to meet the growing needs of investors seeking to combine financial returns with impact investing, Indosuez Wealth Management writes that it is launching a new international equity investment solution: Indosuez Funds – Impact. Classified as SFDR Article 8, the fund is built around 50 shares of international companies of all sizes.
The Capgemini Research Institute’s World Wealth Report 2024, published today, reveals the number of high-net-worth individuals (HNWIs) and their wealth reached unprecedented levels in 2023, sparked by a rebound in the global economic outlook.
Pantheon, a specialist global private markets investor, and iCapital, the global fintech platform, have announced a global partnership to distribute Pantheon open-ended products in the wealth management channel.
Hugh Elwes, managing director at Stephens, writes that the UK wealth management sector continues to display remarkable resilience, despite ongoing economic challenges.
UK-based wealth management companies London & Capital and Waverton have announced that they have reached an agreement to merge their businesses. The firms writes that this strategic move, which is subject to regulatory approval, will bring together the ‘exceptional international advice and planning expertise of London & Capital with the investment performance and wealth solutions of Waverton to create a leading independent wealth management business’.
Higher inflation, increased volatility, difficulty reaching investment goals, and challenges in recruiting and retaining investment staff have institutional investors who five years ago wouldn’t have considered outsourced chief investment officers (OCIOs) looking at these solutions for the first time, says Cerulli Associates.
Tokenbridge, a token aggregator and distribution platform aiming to streamline the wealth and fund management ecosystem, has introduced new features to support the construction, distribution and evaluation of tokenised model portfolios.
Northern Trust (Nasdaq: NTRS) has announced that its Integrated Trading Solutions (ITS) outsourced trading desk is supporting Waverton Investment Management (Waverton), an independent investment manager providing services for private and professional clients.
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