08/05/2024
Navigating a changing world
These concerns, and more, have been front of mind at LGT Crestone as we conducted our 2024 Investment Strategy Review.
Wealth and Asset Management
08/05/2024
UBP signs two exclusive agreements to acquire Societe Generale’s international private banking operations in the UK and in Switzerland
These transactions, carried out with the support of Caurus Partners, remain subject to the applicable social procedures
08/05/2024
Fidelity Introduces New Technology Offerings for Small and Mid-Sized Wealth Management Firms
Bundled solutions designed to help firms establish their technology stacks from the ground up and expand their wealth advisory practices
08/05/2024
First, do nothing
Approximately 99% of the time, the single most important thing investors should do is absolutely nothing.”
08/05/2024
Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools
Company revolutionizing tech-forward wealth management is poised to cross the $1 billion in AUM milestone later this year
08/02/2024
AI Insights: Investments, Innovation, and Industry Transformation
Financial institutions today are using AI mainly to increase operational efficiency, and not necessarily to generate revenue.
08/02/2024
Building sustainable wealth for high net worth clients
Life insurance is a trusted way for HNW individuals to allocate funds across various fields and preserve their wealth potential while mitigating risks.
08/02/2024
KBank Private Banking partners with Goldman Sachs Alternatives, one of the largest private credit investors globally
Investors can invest monthly and redeem on a quarterly basis[1], with investments locked for only 12 months after the initial investment.
08/02/2024
AXA enters into an exclusive negotiation to sell AXA Investment Managers to BNP Paribas
The total estimated transaction value is expected to be Euro 5.4 billion, representing a multiple of 15x 2023 earnings.
08/02/2024
Wealth managers and financial advisors rush to boost future potential performance tracking
A further four in ten (42%) say they're 'good' and one in four (25%) say their organization is 'average' at tracking the future potential performance of key asset classes.
08/02/2024
Marco Pagliara's One-Way Trip From Switzerland to Singapore
This makes him one of the key leaders in the team of Claudio de Sanctis, the German lender’s global head of Private Bank including wealth management.
08/02/2024
Opinion/Consumer Duty is transforming wealth management but there is still work to be done
Navigating the regulation’s requirements has also brought challenges.
08/02/2024
Crisis not averted: Liontrust’s unhappy GAM anniversary
The week’s top asset management stories, all in one place
08/02/2024
Former wealth management chief ousted from financial services
ASIC also condemned UGC for violating numerous general obligations as an AFS licensee.
08/02/2024
OCBC Group First Half 2024 Net Profit Up 9% to a Record S$3.93 billion
Interim dividend raised 10% to 44 cents, from 40 cents a year ago
08/02/2024
UK investment management industry assets under management grow to £9.1 trillion
The UK investment management industry also remains a global success story, second only in size to the United States.
08/01/2024
UOB’s core net profit1 for 1H24 maintained at above S$3 billion
Business momentum continues in 2Q24 backed by strong balance sheet position
08/01/2024
Ex-JP Morgan PB Singapore head to lead KGI's wealth business
KGI Securities has named James Wey as its new wealth management head.
08/01/2024
Schroders: Half year results to 30 June 2024 (unaudited)
The Board has declared an unchanged interim dividend of 6.5 pence per share.
08/01/2024
Jersey shortlisted for ‘IFC of the Year’ at 2025 Citywealth Awards
The awards, now in their fifteenth year, recognise the excellence of companies and individuals in the private wealth sector, operating in the major international financial centres.