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Thao Truong is recognized among the ‘20 Financial Advisors To Watch 2024' by SME Business Review. Thao Truong, CFP®: Setting the Standard in Asset Management (Morton Wealth) Read Here: https://lnkd.in/gN8wQFmG #financialadvisors

Lion trust Asset Management (LSE:LIO) PLC said outflows continued in the past quarter but assets under management grew 0.6% over the period. The fund management group announced it has poached two senior figures from GAM Investments: Mark Hawtin (pictured), who will be head of global growth equities from May; and Jeremy Roberts, who will join in April as head of global distribution. Net outflows hit £1.7 billion for the three months ended 31 December, the third quarter of the group’s financial year, up from £1.6 billion in each of the first and second quarters. Assets under management and advice finished at £27.8 billion, but were back down to £27.2 billion as at the end of last week. Chief executive John Ions said two of the drivers of the net outflows were “the ongoing negative sentiment among investors and the current challenges facing active asset managers”. More at #Proactive #ProactiveInvestors #LSE #LIO #LiontrustAssetManagement http://ow.ly/x3Xk1059hjX

Unicorn Asset Management's Alexander Game, CFA joins Liontrust Asset Management PLC economic advantage team. Liontrust has hired Alexander Game, CFA as a fund manager within its economic advantage team. Check out Cristian Angeloni’'s latest article 👇 https://incm.pub/3y0DDnC #investing #assetmanagement #wealthmanagement #finance

📣We introduce you to the new #SalesManagerOfTheMonth, Sandro Tiziani from Bellevue Asset Management 💬 ’My foremost advice is to establish a strategic asset allocation tailored to your risk tolerance and financial objectives. Focus on the long-term potential of equity markets.’ 🎙️Don't miss his interview ⬇️ #RankiaProEurope  🔗https://lnkd.in/dmM3w3St

Despite having different objectives, wealth managers and asset managers will continue to focus on M&A as a primary means for growth. And despite a drop last year, experts anticipate a surge in deals this year and beyond. M&A in the sector has been prolific in recent years, but it did see a three percent drop in domestic deals and a 34 percent decrease in global deal value. #Assetmanagement #Wealthmanagement

The US asset management giant BlackRock is betting big on private markets and is buying for GBP 2.55 billion (USD 3.2 billion), all in cash, the well-known British data provider specialising in private capital, Preqin Read all the details here https://lnkd.in/dWA5zTk9 Mark O'Hare Christoph Knaack Martin Small #privatecapital #privatemarkets #privateequity #privatedebt #venturecapital #distressedassets #realassets #realestate

Elston Asset Management uses a team-based approach to investing. What does that mean to advisers and how does that affect the portfolio? Elston Senior Distribution Manager Megha Sharma explains. #assetmanagement #investmentapproach #finance

This year is bringing unique challenges as the technology landscape and talent pool shift. My colleague Ron Niemaszyk, a principal in Wipfli’s wealth and asset management industry practice, shares his thoughts with Global Banking and Finance on what asset managers should consider as they look to remain competitive amid economic uncertainty and market volatility. #AssetManagement #TechInnovation #TalentManagement

This year is bringing unique challenges as the technology landscape and talent pool shift. My colleague Ron Niemaszyk, a principal in Wipfli’s wealth and asset management industry practice, shares his thoughts with Global Banking and Finance on what asset managers should consider as they look to remain competitive amid economic uncertainty and market volatility. #AssetManagement #TechInnovation #TalentManagement

This year is bringing unique challenges as the technology landscape and talent pool shift. My colleague Ron Niemaszyk, a principal in Wipfli’s wealth and asset management industry practice, shares his thoughts with Global Banking and Finance on what asset managers should consider as they look to remain competitive amid economic uncertainty and market volatility. #AssetManagement #TechInnovation #TalentManagement