02/04/2025
While some might see these as hurdles, others are embracing them as opportunities to innovate and strengthen client relationships.
02/03/2025
These benchmark superlatives tend to inspire a moment of celebration—only to be soon followed by hours of anxiety, as investors ponder when their new all-time high will inevitably become a low.
02/03/2025
The securitization solution aims to streamline the private assets investment process.
02/03/2025
As at December 31 2024 this acquisition brings an additional c.£1.6bn assets under advice (AUA) and around 1,350 clients.
02/03/2025
Management believes that these alternative performance measures, including adjusting the results consistently for items related to M&A activities
02/03/2025
BNP Paribas Wealth Management CIO Edmund Shing expected an AI-related correction, but perhaps not this early.
02/03/2025
Jonathane Ricci and JR Wealth Management launch Values-Based Legacy Planning, aligning financial legacies with personal values and philanthropic goals.
02/03/2025
ZebrA-X will provide clients with access to a comprehensive suite of benchmark, liquidity-seeking algorithms, underpinned by Investec’s consultative execution team, connecting with a range of liquidity providers and venues.
02/03/2025
Thanks to growth in customer business and active interest rate management measures
01/31/2025
Where once only the wealthiest institutions or individuals could easily invest in prime global properties, the real estate landscape is changing.
01/31/2025
As a result, private equity continues to attract investors seeking higher returns and diversification.
01/31/2025
Gross inflows stood at £18.4bn, compared with £15.4bn in 2023
01/31/2025
In addition, the firm was also a runner up in the ‘Trust Company of the Year – Caribbean’ category.
01/31/2025
The firm’s specialist Financial Services Practice focuses on transactions for the global financial services industry, particularly in the global wealth, asset management, private banking, fintech, and private equity sectors.
01/31/2025
The years 2023 and 2024 marked a pivotal turning point for the bank, which underwent a comprehensive repositioning and restructuring.
01/31/2025
The program of the 23rd "Vision Bank - Vision Financial Center Switzerland" forum on the topic of "Evolution of banking models" organized by "Finance and Economy" (FuW) was packed.
01/31/2025
Huber & Partner is joining the asset manager SSI Group.
01/31/2025
SSI Group acquires Huber & Partner, bringing its assets under management to CHF 2.3bn.
01/31/2025
To avoid such outcomes, ultra-high-net-worth families often seek help from family offices or strategic wealth management professionals to protect their holdings.
01/31/2025
Danske Bank's investment customers will soon benefit from one of the wealth industry’s strongest investment and risk management technologies with the adoption of BlackRock’s Aladdin Wealth platform.