07/31/2024
Bank Avera presents a pleasing half-year result for 2024
The extraordinarily good 2023 financial year was followed by a successful first half of 2024
Wealth and Asset Management
07/31/2024
HSBC Holdings plc Interim Results 2024
We are confident that we have the right strategy and model to grow revenue
07/31/2024
The best private members’ clubs 2024
Welcome to the Spear’s ranking of the best private members' clubs for high-net-worth individuals
07/31/2024
Track to the Future – with Nordea AM’s Jamie Hayes
Track to the Future – with Nordea AM’s Jamie Hayes
07/31/2024
Phoenix Group and Schroders to launch new private markets investment manager with £1bn initial commitment; up to £2.5bn over three years
This will provide scale at inception, with ongoing fundraising led by both Schroders and Phoenix Group.
07/31/2024
Julius Baer criticised by Monaco for poor client controls on transactions worth £135 million
The Commission de Controle des Activites Financieres announced last week that Julius Baer bankers did not have appropriate measures in place for a series of 10 transactions by an unnamed client.
07/31/2024
Nordea AM registers covered bonds fund in Singapore
The strategy was launched in 2019 and aims to generate absolute returns by capturing alpha opportunities from covered bonds.
07/31/2024
Freshwater Wealth responds to influx of wealth transfer referrals
It has been estimated by the Productivity Commission in 2021 that around $3.5 trillion in assets will be transferred in Australia alone by 2050
07/30/2024
Wealth managers feel strong philanthropic frameworks exist to support clients
One of the regulatory frameworks which exist for clients that wish to be heavily engaged is, according to Von Simon, the creation of a donor advised fund.
07/30/2024
MBA Wealth Management: Navigating the Intricacies of financial Success
These services can include investment management, financial planning, tax services, retirement planning, and estate planning.
07/30/2024
ZKB buys Complementa
Complementa, which offers services including investment reporting and consulting, has been working with ZKB since 2006.
07/30/2024
Bank WIR grows faster than expected
The net profit from interest business also contributed to this.
07/30/2024
The fund groups which rely most on St James’s Place
One property fund manager runs more than 50% of its assets for SJP, while other active boutiques could come under pressure as the wealth giant ups its allocation to passives.
07/30/2024
Wealth managers feel strong philanthropic frameworks exist to support clients
He said there were specialist solicitors in the UK who were available to wealth managers who had a client wishing to set up a foundation.
07/30/2024
SJP reports record FUA and increased inflows in first half of 2024
On the financial front, SJP’s underlying post-tax cash result was slightly lower at £205.2m compared to £207.1m in the previous year.
07/30/2024
Swiss Private Banking in Italian
It was under these premises that BG Suisse Private Bank was founded in 2021.
07/30/2024
Southshore Wealth Management joins Cetera Advisor Networks from Ameriprise
McCormick brings with him over $151 million in assets under administration.
07/30/2024
Wealth Management Opportunities In The GCC Surge
For private wealth managers, the region offers attractive opportunities.
07/30/2024
UK's St James's Place shares soar on strategy reboot
St James's Place said it would cut costs by 80 million pounds by 2026 and aim to trim its overall costs by 100 million pounds a year by 2027.
07/30/2024
Wealthy investors help drive surging demand for gold
Family offices and rich individuals likely to be behind record second quarter, says report