12/04/2024
Deutsche Bank: Two major changes in Switzerland
He will remain based in Zurich.
Wealth and Asset Management
12/04/2024
Broadridge Tailored Shareholder Report Solution Wins Nicsa NOVA Innovation in Operations Award
The awards recognize best-in-class initiatives, technologies and leadership in the asset and wealth management industry.
12/04/2024
Pictet WM moves ETF coverage to active fund analysts
The Swiss bank has moved the coverage of exchange traded funds to its active fund analysts, who can now compare the products alongside each other.
12/04/2024
WealthKernel joins forces with Griffin to offer savings accounts
Digital investment infrastructure provider WealthKernel is partnering with Griffin to enable fintech’s and wealth managers to embed savings accounts into their services.
12/04/2024
Chubb's 2024 Wealth Report: Affluent Households Name Climate, Cyber and Collectibles Risks as Top Threats to Building and Maintaining Wealth
With 90% of respondents citing climate change as a leading concern, 92% fearing liability lawsuits, 81% of collectors worrying about theft, and a substantial insurance protection gap across critical areas
12/04/2024
Quilter Cheviot launches investment proposal tool to streamline advisers’ processes
The investment proposal tool aims to lessen the amount of time it takes to create reports for clients reflecting their recommendations.
12/04/2024
Canada's RBC beats profit estimates on HSBC addition, wealth management strength
RBC also rejigged its leadership earlier this year and made changes to its business segments as the lender positions itself for the next phase of growth while absorbing HSBC's domestic operations.
12/04/2024
FCA-regulated wealth manager Diagram Capital taps Muinmos’ KYC/AML solution
The Muinmos platform provides a sophisticated solution that empowers firms to automate and accelerate their KYC and KYP processes.
12/03/2024
Mapfre Asset Management to use BlackRock's Aladdin platform
The Spanish insurer is set to adopt Blackrock's platform.
12/03/2024
Why Wendy Warren is one of the Bahamas’ leaders in wealth management
As the founder and managing director of Caystone Solutions, Wendy oversees a dedicated team that supports family offices, asset managers, and private clients in preserving and growing their wealth.
12/03/2024
The future of wealth: What industry experts are saying
In this insight we outline some of the key topics discussed at the forum and the impact they may have on the future of wealth.
12/03/2024
Wealth Management Startups See Funding Rise
There’s nothing terrible about this sort of asset assortment.
12/03/2024
Track to the Future – with HSBC Asset Management’s Dan Rudd
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
12/03/2024
The Power Of Holistic Wealth Management For High-Net-Worth Individuals
Bibbo’s success is marked by notable awards, including Crain’s 2021 Notable Wealth Managers and 2024 InvestmentNews Top Advisors List.
12/03/2024
Rathbones continues to cut roles in search of £60m Investec savings
Wealth management mega-merger sees more jobs cut in hunt of savings.
12/03/2024
Bellevue expects halving of net profits
The speciality healthcare fund firm has seen a decline in earnings following a drop in assets under management.
12/03/2024
Lombard Odier: Zurich EAM Desk Reaches the Next Level
What sets the Zurich team apart from EAM desks at other private banks is the suite of tools at their disposal.
12/03/2024
Partners Group agrees to acquire real estate platform Empira Group
The transaction will enhance Partners Group’s position as a global real estate investor and support its ambitious growth plans as the asset class enters a new paradigm for investing.
12/03/2024
Standard Chartered targets USD200 billion in net new money and double-digit wealth growth over next five years
In the first nine months of 2024, the Bank achieved a faster NNM acquisition rate than its peers.
12/03/2024
Schroder AsiaPacific Fund plc - Full Year Results
The Company made a positive return over the period, with a NAV total return of 16.5% though this lagged the benchmark return of 17.3%.