12/17/2024
Opto Investments Launches Planner Tool
The addition is one more step toward simplifying the complexity of private market investments for advisors.
Wealth and Asset Management
12/17/2024
HPS Investment Partners strikes partnership with Endowus
Endowus' private wealth clients can now access HPS Investment Partners' evergreen private credit solution, ahead of BlackRock's acquisition of HPS, set to close by mid-2025.
12/17/2024
UPP and Deutsche Bank secure £110m sustainability-linked loan
UPP’s first sustainability-linked financing integrates ambitious environmental goals.
12/17/2024
Savant Wealth continues specialist acquisitions with $536M AUM boutique RIA
Acquisition marks the national firm's first entry into New York State.
12/16/2024
Top China wealth manager expands to Japan as home market stalls
Noah targets growing population of Chinese buying property and residing there
12/16/2024
Thai Wealth Management in Transition: KKP's Strategic Vision for 2025
Private wealth management in Thailand has continued to evolve toward reducing local market bias, driven by the limited breadth and depth of local opportunities.
12/16/2024
Private Banking Awards Switzerland 2024 winners revealed
A variety of firms were rewarded during the evening.
12/16/2024
Citadel Credit Union Announces Partnership with Cetera Financial Group to Power Wealth Management Programs and Enhance Member Experience
The selection reflects Citadel's dedication to providing world-class solutions to empower members' financial well-being while fostering a culture of excellence within its wealth management division.
12/16/2024
Hightower Makes Strategic Investment in Dechtman Wealth Management
Denver Wealth Manager to Scale and Grow its Family-run Business at Hightower
12/16/2024
BNP Paribas appointed by Insignia Financial as its custodian in Australia
The service offer will cover Insignia Financial’s MLC and OnePath businesses, with the transitions to be finalised in 2025.
12/16/2024
Sia Partners Welcomes a Strategic Minority Investment from Blackstone
It marks the Company’s first partnership with a financial investor since its inception.
12/16/2024
Wellington offers flagship fund in Hong Kong and SIngapore
The Wellington Global Quality Growth fund is now available to retail investors in Hong Kong and Singapore.
12/16/2024
A Leading Wealth Management Firm To Lay Off One-Sixth Of Its Workforce
The firm designs both funds and portfolios, as well as provides financial advice and contracts connections with external financial managers.
12/16/2024
Are You Ultrarich, Rich or Merely Affluent? It Makes a Big Difference for Your Bank
Managing money for the rich is today’s golden goose in banking, because it generates stable fees and has low capital requirements.
12/16/2024
JTC Wins Trust Company Employer Accolade at Annual Wealthbriefing Awards
Announced at a ceremony held in St Helier last week (5 December), JTC was named ‘Trust Company Employer of the Year’ at the annual Wealthbriefing Channel Islands Awards 2024.
12/16/2024
LGT adopts pass-through voting in “European first”
The firm is leveraging ProxySphere technology developed by fintech Tumelo, in collaboration with asset manager Legal & General and investment service provider State Street Global Advisors, to implement the voting framework.
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.
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.