Investment Strategies

A roundup of the latest funds news impacting the wealth management sector...

Back in 1999 (or was it 2000?) the conventional wisdom was that UK investors should confine their investment horizon to the UK.

Asset Risk Consultants (ARC) has published its private client indices (PCI) estimates for the first quarter of 2024.

According to a survey by the fund manager Capital Group, which has over $2.5 trillion in assets under management (AUM), 78 percent of global high net worth (HNW) investors currently have relatively large cash holdings.

Cash deposit platform Flagstone has received a £108 million ($138 million) equity investment by US financial services specialist private equity firm Estancia Capital Partners

Allianz X and Constellation Wealth Capital (CWC) are set to invest $450 million in AlTi Tiedemann Global (AlTi)

Counting down our top stories from the week

Around 30 percent of financial services firms have opted for lower returns on climate-friendly investments, according to PwC’s 27th annual global chief executive survey.

Global financial markets have surged over the past three months ever since US inflation fell significantly and Jerome Powell, the chairman of the US Federal Reserve, intimated that interest rate cuts would be made during 2024.

US inflation has continued its decline, with the headline figure falling from 3.2 percent to 3.1 percent in November.