09/19/2024
Wealth platform Wrise expands in Hong Kong as more family offices set up shop
The company is an independent platform that is linked with 150 financial partners, including Goldman Sachs, JPMorgan, UBS and others
Wealth and Asset Management
09/19/2024
M&A, regulation, ChatGPT: what is giving wealth managers the biggest headache?
Take FN’s survey now and have your say
09/19/2024
Asset managers scramble to appease shareholders on strategy
New leaders have no time to lose and those who act quickly could be rewarded, research suggest
09/19/2024
Schroders Capital receives approval to launch UK Venture and Growth LTAF
LTAFs are vehicles designed to enable UK investors with longer-term horizons to invest in more illiquid assets, allowing them to take advantage of the robust returns and diversification benefits of private markets.
09/19/2024
Northern Trust boss: we’re only human after all
One of the key lessons of economic history is that technology alone cannot determine investment performance
09/18/2024
Knights of Columbus Asset Advisors Selects SEI for Custody and Technology
Stability, Flexibility, and Dedicated Service Deepen Strategic Partnership
09/18/2024
Newcomer Private Bank Nears 10 Billion Francs Mark
It now appears that this figure is approaching 10 billion francs.
09/18/2024
Partners Group teams up with Mediobanca Private Banking
The Italian bank’s high-net-worth clients will have access to Partners Group’s evergreen private equity strategy that’s been running for 17 years.
09/18/2024
Corum acquires Aargau asset manager
Independent asset manager Corum has acquired Menziken-based Sensusplus.
09/18/2024
‘Business as usual’ at EQ and Quilter after Hawksmoor SDR suspension
EQ Investors and Quilter do not have immediate plans to follow rival Hawkmoor’s move and temporarily suspend sustainable services to new clients due to lack of SDR clarity.
09/18/2024
“We’re moving back into an environment that’s more conducive to hedge funds”
The term means that most private-client wealth is held by clients who need income more than capital gains.
09/18/2024
Diversity Project Europe: Just 20% of asset managers track social mobility
Ratio of women in asset management declines with seniority
09/18/2024
Rise of the ‘centimillionaires’: Number of UHNWs in the $100m-plus club rises by more than half in a decade
Centimillionaires are now flocking to US wealth hubs, including New York and San Francisco’s Bay Area, as well as China, London and Paris, a new study from Henley & Partners has found
09/17/2024
Paul Hodes on Privé Technologies’ FinTech Solutions for the Future World of Wealth Management
Their core offerings were tools for portfolio analytics, client onboarding including suitability checks, and advisory recommendations via multi-factor portfolio optimization.
09/17/2024
AllianceBernstein and Bernstein Private Wealth Management Unveil New Office in New York City
New location in Hudson Yards deepens firm’s presence in New York City and reaffirms commitment to tech advancements to enhance client and employee experience
09/17/2024
Business Awards UK 2024 Wealth Management Awards Winners and Finalists Announced
Revealing the winners and finalists of the 2024 Wealth Management Awards at Business Awards UK.
09/17/2024
BNY to launch Alts Bridge wealth platform for private markets
Alts Bridge creates a powerful solution for investors, advisors, and the home office.
09/17/2024
UBP expands its asset management business with new staff
His appointment aims to implement a consistent strategy across all markets
09/17/2024
Brooks Macdonald to acquire Lucas Fettes Financial Planning
Long-standing relationship culminating in acquisition
09/17/2024
Supporting clients across the wealth continuum: Annabel Spring
In an increasingly globalized world, individuals face immense challenges in not only protecting and growing their wealth, but also finding the right banking partners to support them internationally.