11/01/2024
Sequoia Financial Group buys Charleston-based Family Asset Management
Family Asset Management, located in Charleston, is acquired by Sequoia Financial Group.
Wealth and Asset Management
10/31/2024
Schroders appointed by Cirencester Friendly to run £75 million portfolio
This appointment has reinforced Schroders’ credentials as an insurance asset management leader in the financial mutuals sector.
10/31/2024
QNB bags Global Finance magazine's Best Private Bank in the Middle East and Qatar 2025 awards
This accolade highlights QNB’s unmatched expertise in delivering superior wealth management solutions and personalised services to its elite clientele, in Qatar and the region.
10/31/2024
Biggest Challenge Still Awaits Ermotti & Co
Net profit climbed to $1.4 billion in the third quarter, and client momentum remains strong, as reflected in Global Wealth Management's net new asset inflows of $25 billion.
10/31/2024
Gold gains push SNB to further profits
Switzerland’s central bank has now recorded a CHF 62.5bn profit for the first nine months of the year.
10/31/2024
Santander Private Banking launches a new chess-based campaign alongside Carlos Sainz
Under the motto “Every move counts”, SPB wants to emphasize the importance of effective time and risk management in every decision, a key skill in both Formula 1 and wealth management.
10/31/2024
Allfunds Launches New Fund Registration and Regulatory Reporting Services for Asset Managers
These services are tailored to meet the evolving needs of asset managers, offering comprehensive solutions for expanding market access and ensuring regulatory compliance.
10/31/2024
BNP Paribas Group: Results as of 30 September 2024
The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the third quarter 2024.
10/31/2024
BlackRock sets up private markets fund platform for wealth market
BlackRock Private Markets is registered in Luxembourg and has three sub-funds.
10/31/2024
Why private bankers are heading towards the UAE
Growing affluent clientele in the UAE and beyond offers lucrative opportunities for banks
10/31/2024
‘We didn’t end up in no man’s land!’: Six wealth manager Budget reactions
Six top wealth managers give their thoughts on Labour’s first fiscal statement.
10/31/2024
Imperium recognised in eprivateclient Top Trust Company listings
David Gilmour, Imperium Group Managing Director said: “We are delighted to have once again been recognised."
10/30/2024
Morgan Stanley Wins Two 2024 Money Management Institute (MMI)/Barron’s Industry Awards
The Wealth Manager Platform of the Year category honors wealth manager platforms that exemplify innovation in delivering better outcomes for investors and financial advisors.
10/30/2024
Rockefeller Asset Management Expands Active ETF Range with Launch of Global Equities Focused RGEF
This marks Rockefeller’s fifth actively managed ETF launch this year, following the launch of a SMID cap ETF and expansion into opportunistic municipals with three high-yield municipal bond ETFs.
10/30/2024
Standard Chartered Results for the third quarter
The Group delivered a strong performance in the third quarter of 2024 with underlying operating income of $4.9 billion
10/30/2024
UBS's third-quarter 2024 results
Delivering on cost-reduction ambitions with additional USD 0.8bn in gross cost savings realized in 3Q24 and USD ~7.5bn expected for full-year 2024
10/30/2024
Sergio Ermotti: "The road will still be long"
But there is still a long way to go.
10/30/2024
M&A surge offers IFAs and wealth managers myriad opportunities
In Europe, France has become a hotspot for smaller deals
10/30/2024
Omnis Investments awards Ninety One £573m UK Income & Growth mandate
Ninety One Value team finds the potential in unloved companies.
10/30/2024
Lombard Odier, Bilan magazine and HEG Fribourg publish the findings of an extensive study into family businesses in French-speaking Switzerland
The study reveals in particular how family businesses in this region approach passing on the business in the context of generational changes, underlines their resilience in the face of various crises, and highlights the lack of formal governance structure