12/16/2024
Schroders named Impact Investing Platform of the Year
These awards acknowledge the work of impact investors and highlight best practice across all asset classes and geographies.
Wealth and Asset Management
12/16/2024
Vanguard Establishing New Advice & Wealth Management Division
They are grounded in the firm’s core philosophy of high-quality, diversified, and low-cost solutions designed to help clients keep more of their return.
12/16/2024
BCS Plans Hiring to Boost Private Banking & Wealth Management Unit
This was stated by Sasha Wiggins, CEO of Barclays Private Bank and Wealth Management, in a presentation to analysts in London.
12/13/2024
Swiss banking veterans expand with Lumen Capital
After more than 20 years in the industrial sector, entrepreneur Daniel Eggenberger has returned to his original professional home: the financial business.
12/13/2024
National Bank: Familiar messages, but new style
The majority had expected a reduction in the SNB key interest rate of 25 and not 50 basis points.
12/13/2024
Key takeaways from the Private Client Transatlantic Wealth & Estate Planning conference
The conference covered wealth and estate planning for US citizens or those who have financial interests in US assets.
12/13/2024
Julius Baer scores a hat trick at WealthBriefing Channel Islands Awards
The WealthBriefing Channel Islands Awards, held annually, celebrate the most innovative and exceptional firms, teams, and individuals within the wealth management industry.
12/13/2024
Quilter’s WealthSelect boosts US equity allocation as Trump sugar rush anticipated
The WealthSelect portfolio managers have maintained their generally cautious stance.
12/13/2024
BlackRock Revolutionises Wealth Access to Private Markets with Innovative Evergreen Platform
The platform integrates exposure to private equity, infrastructure, private debt, real estate, and multi-alternatives, leveraging BlackRock’s expertise in investment, technology, and data.
12/13/2024
Crafting bespoke wealth management for our clients in Belgium: an interview with Denis Pittet and Geoffroy Vermeire
The Swiss group, which dates back to the 18th century, targets what is termed the “wealthy” segment of the private banking market, consisting of clients with at least EUR five million to invest.
12/13/2024
Impax Asset tumbles as St James Place takes away £5bn fund
SJP has issued notice on Impax’s management of the Sustainable & Responsible Equity Fund to take effect from February if unit holders ratify the decision at a meeting on 9 January.
12/13/2024
Neuenburg KB implements security concept for ATMs
In response, the BCN had taken its machines out of service at some locations.
12/13/2024
Losses trimmed at troubled WH Ireland
The firm says it will focus on the operation and development of its wealth management arm and assess “opportunities” as they arise.
12/12/2024
Titan launches multi-asset fund range
Managed by head of fixed income Peter Doherty and chief investment officer Ian Wood
12/12/2024
Three UBS advisor teams named to the Forbes America’s Top Wealth Management Teams Private Wealth list
All three teams are part of the firm’s Philadelphia D.C. Wealth Management Market, which is managed by Market Executive Julie Fox.
12/12/2024
WSR Honors The COO 5: Top Wealth Management COOs Of 2024
WSR Names Kris Chester, Patrick Farrell, Dan Tobin, Tarah Williams And Michael Zebrowski To 2024 Group Of Outstanding Operations Executives
12/12/2024
Private Banks Ignore Asia’s HNWIs
In Asia, getting an adequately tailored portfolio for clients with less than $1-2 million in investable assets is almost impossible.
12/12/2024
HIGHVERN receives Top Honour for Fund Administration at WealthBriefing Channel Islands 2024 Awards
This repeat win reflects HIGHVERN’s reputation for delivering exceptional client service, driving innovation, and achieving significant client and revenue growth.
12/12/2024
Butterfield named Bermuda’s bank of the year
Butterfield’s Bermuda managing director, Jody Feldman said the team’s hard work made the achievement possible.
12/12/2024
ZEDRA invests in French global expansion service provider, RBB Business advisors
RBB Business advisors provides accounting, reporting, payroll, HR and tax services to both a domestic and international client base.