11/14/2024
Carlyle-Backed Apex Teams Up With AI Firm for World’s Ultra-Rich
Machine learning increasingly gaining in private-wealth sector
Wealth and Asset Management
11/14/2024
Winners from Crown Dependencies announced for Citywealth Future Leaders Awards 2024
They recognise the excellence of young professionals in furthering their career through their ambition, leadership qualities and communication skills.
11/14/2024
Insignia Financial unveils strategy to lead wealth management industry
Under the FY26-FY30 strategy being presented to investors today, Insignia Financial’s breadth and reach will be harnessed to maximise the benefits of scale and drive efficiency
11/14/2024
Forbes Names Stedmark Partners a Top Wealth Management Team
Receives prestigious recognition for third consecutive year.
11/14/2024
Schroders Capital’s new Sustainability and Impact report demonstrates tangible positive change delivered by private markets business
The report spotlights the work Schroders Capital’s teams have been doing through detailed case studies for each asset class.
11/14/2024
Congratulations to Our Forbes 2024 America’s Top Wealth Management Teams
This marks the second year that both teams received this honor from Forbes.
11/14/2024
ZKB launches foundation fund targeting Swiss charities
Zürcher Kantonalbank’s foundation fund will support Swiss charitable organisations through a diversified portfolio.
11/14/2024
Through the generations: the transfer of family businesses is accelerating
This unavoidable rite of passage becomes all the more emotional when the business is a family one.
11/13/2024
Canaccord Genuity execs unite to launch WA wealth manager
Leeuwin Wealth has been launched this month focusing on offering dedicated wealth management and corporate finance services to Western Australian individuals and companies.
11/13/2024
Bellevue moves back to Bellevue
All of the approximately 70 employees in Switzerland will work there under one roof in the future.
11/13/2024
Spear’s Awards 2024 finalists: HNW Wealth Manager of the Year in association with Locate Isle of Man
This year's finalists for the HNW Wealth Manager of the Year in association with Locate Isle of Man at the Spear's Awards 2024
11/13/2024
Nedbank Private Wealth named Best Private Bank in Africa
Our role is not just to manage wealth, but to be a trusted partner in helping clients grow, protect and pass on their wealth to future generations
11/13/2024
Schroder Income Growth Fund plc - Full Year Results
The Company's share price discount to NAV averaged 9.6% during the year and ended the financial year at 10.4%.
11/13/2024
ABN AMRO Bank posts net profit of EUR 690 million in Q3 2024
The rebound of the Dutch housing market was sustained in the third quarter, driving prices to new record levels.
11/13/2024
Tatton Asset Management sees organic inflows rise by 101% in half-year results
Group revenue increased by 23.7% in the six months to 30 September 2024
11/13/2024
KPMG Asset Management CEO Outlook
Asset Management CEOs share their views on economic outlook, return-to-office, ESG and generative AI.
11/13/2024
UBS Wealth’s UK strategy evolves with big Newcastle move
The move to a recently revamped office space at 1 Citygate underlines UBS Wealth’s commitment to the North East and ends speculation it was looking to exit the region.
11/13/2024
Asset Management: Intesa Sanpaolo rationalises activities
The merger and demerger of Fideuram, Fideuram Asset Management SGR and Eurizon Capital SGR will be completed by the third quarter of 2025.
11/12/2024
Former executive shares ‘the wealthy life’ with clients
Over a 30-year career, Sybil Verch sees opportunities where others see obstacles
11/12/2024
LPL Financial Foundation Awards Over $1 Million to Support Enhancing Diversity in Wealth Management
American College of Financial Services, CFP Board, Girls Who Invest and Greenwood Project selected to receive 2024-2025 grants