10/17/2024
Former Executives from Reyl and UBP Establish Their Own Firm
They are receiving support from Natalia Souto Rodríguez, a former partner at Prime Partners.
Wealth and Asset Management
10/17/2024
Apollo CEO Rowan Sees Private and Public Markets Converging
Competition and liquidity will boost demand for private assets, Apollo's CEO said at the CAIS Alternative Investment Summit.
10/17/2024
InvestCloud Revolutionizes Wealth Management for FirstCape with Multi-Stage Digital Transformation
InvestCloud’s fully integrated platform set to significantly boost advisor efficiency, enable growth and scale for New Zealand’s premier advisory and asset management firm, enhancing client engagement at every stage of the investment lifecycle
10/17/2024
Citizens Private Bank welcomes team in Boca Raton
A team at Citizens Private Bank is added to the workforce in Boca Raton.
10/17/2024
deVere Group Secures Family Office Licence, Marking New Era in Elite Wealth Management
The newly secured Family Office Licence allows deVere to cater to the most complex financial needs of ultra-high-net-worth individuals (UHNWIs) and families, setting it apart from competitors.
10/17/2024
Are the good years in asset management over?
The asset management industry is under pressure.
10/17/2024
Rathbones Group PLC Third Quarter Trading Update
Net flows in the quarter reflected the resilience of gross inflows despite the impacts of managing a significant client consent process.
10/17/2024
SJP records net inflows of £890m in last quarter
The UK’s largest wealth manager also recorded gross inflows of £4.4bn in the third quarter, 20% higher compared to the same period last year.
10/17/2024
Liontrust shares fall after fund manager suffers £1.1 billion of outflows
Active fund manager hit by economic and political uncertainty ahead of Budget
10/16/2024
UBS Financial Advisor Warren Coughlin Named to the Forbes Top Next-Gen Best-in-State Wealth Advisor List
This is Warren's third inclusion on the list.
10/16/2024
Tracey Davidson named in Spear’s ‘Power List 2024’
The Spear’s Power List highlights the leaders whose impact extends beyond client relationships, showcasing those who shape the wealth management industry.
10/16/2024
This Assessment Will Please Swiss Banks
One of his conclusions will particularly please Swiss private banks.
10/16/2024
Three areas wealth industry should tackle to deliver better consumer support outcomes
It’s only right that in time, attention will turn to consumer support
10/16/2024
StanChart Runs UHNW Family Forum in Hong Kong
Hong Kong was chosen as the first stop for the bank’s forum as one of the four wealth hubs from which it serves ultra-high net worth indivi
10/16/2024
Quilter reports third quarter net inflows of £1.4 billion
The increase of 2% in the quarter reflected net inflows, and higher market levels with this partially offset by Sterling appreciation.
10/16/2024
Luxembourg Tops the Global Wealth Rankings in 2024
The report highlighted that Luxembourg has maintained a steady rise in GDP per capita from 2010 to 2024, consistently ranking at or near the top among the wealthiest nations.
10/16/2024
Merrill Earnings Highlight Size of New Clients, Not Quantity
In the third quarter, the wirehouse doubled the number of net new clients with $10 million or more in assets from a year ago.
10/16/2024
Julius Baer CIO tells rich to brace for private market 'hangover phase'
Investors have poured money into areas including private credit, private equity and infrastructure to chase higher returns and diversify their portfolios.
10/16/2024
Affinity Private Wealth announces succession plan to remain independent and owner-managed
The strategic initiative is driven by the original founders and shareholders.
10/16/2024
Switzerland’s wealth managers bank on a future in Asia
Hong Kong and Singapore are the world’s rising wealth centres