09/12/2024
Canaccord Genuity Group Inc. Announces Acquisition of Brooks Macdonald
The acquisition represents an important addition to the Company's international operations
Wealth and Asset Management
09/12/2024
How the C&A heirs are shaking up the Swiss asset market
This company has now opened up to external investors.
09/12/2024
BlackRock and Partners Group establish strategic partnership to transform retail wealth access to private markets
Positions BlackRock and Partners Group to capture accelerating growth in private markets and managed models
09/12/2024
Entrepreneurs: preparing for retirement with wealth modelling and financial planning
With the assets often tied up in pensions or the business itself, this is the point at which a good investment strategy should be put in place that suits the individual’s life goals and retirement objectives.
09/12/2024
AllianceBernstein selects Evelyn Partners Fund Solutions as ACD for UK OEIC range
The funds were launched in 2019 and now manage assets in excess of $1bn.
09/12/2024
Northern Trust launches solution for institutional carbon credits
The Northern Trust Carbon Ecosystem supports the growing interest in the voluntary carbon market by providing a digital lifecycle management capability for voluntary carbon credits.
09/11/2024
Allocations to private markets now commonplace for private banks
There has been a flurry of activity in this space.
09/11/2024
Private Bank Announces Financial Initiative To Support the Creative Community
Fieldpoint President and CEO Russ Holland noted that create! was inspired by the private bank’s immersion in the New York metro area and Atlanta
09/11/2024
Titan Redefines Wealth Management with the Launch of Its Updated Platform for the Next Generation of High Earners
Titan Unveils Membership Plan and Titan Access
09/11/2024
Wealth managers increase allocation to digital assets
Nine out of 10 respondents had up to 3% of its assets invested in the sector, with 60% estimating that within three years they will have more than 3% of assets invested in the sector.
09/11/2024
DBS offers Thai onshore and offshore through same banker
The Singaporean bank said it is on track to triple its assets under management by 2026
09/11/2024
Deloitte and RFO: SFOs Lack NextGen Confidence
Nearly seven in 10 respondents (69 percent) expect the next generation to lead their family office in Asia Pacific post-succession, according to a report by Deloitte Private and Raffles Family Office.
09/11/2024
Apollo Is Selling $1 Billion a Month of Products to the Wealthy
Apollo has added about 200 people who work in wealth in the past three years
09/10/2024
VP Bank Trims Staff in Singapore Unit
VP Bank has cut as much as 20 percent of its workforce in Singapore, sources familiar with the matter told finews.asia, with the reduction affecting the majority of functions.
09/10/2024
France’s Indosuez enters new era with Degroof Petercam buy
Jacques Prost strolls into view and stares, unblinking, right down the barrel of the lens.
09/10/2024
Former BOS Middle East market head launches MFO
The multi family office, which currently operates as a team of five, is looking to provide wealth management services with a purpose-driven approach.
09/10/2024
Burgan Bank Expands its Private Banking Network to Include Al-Adailiya Branch
Confirming its commitment to offering high-net-worth clients a convenient private banking experience
09/10/2024
Boutique launches funds for ex-Schroders Asia alts head
Singapore-based Cornerpiece Capital Partners is lining up three funds, including two for Ranjiv Raman, who joined as head of investments earlier this year.
09/10/2024
FNB reinvents private banking: A holistic approach to wealth management
New approach integrates personalised advisory teams, digital tools, and family-centric planning
09/10/2024
Nature-positive: a game-changer for economies and societies
The voice of CCI on UBP’s Biodiversity Committee – like those of its other member organisations – is integral to the Committee’s corporate engagement on nature and biodiversity.