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Wealth and Asset Management

10/11/2024

Nikko AM Group strengthens international investment platform with ManCo transfer to Apex Group

By outsourcing management company services to Apex Group, Nikko AM Group can concentrate on its core focus- delivering investment outperformance to its clients.

10/11/2024

Janus Henderson completes NBK Capital Partners acquisition

The firms have closed the deal after announcing it in May

10/11/2024

The critical role of empathy in client relationships

A culture of empathy also extends to employees.

10/11/2024

JPMorgan net income falls as bank sets aside more money to cover potential bad loans

JPMorgan CEO Jamie Dimon said the bank continues to monitor geopolitical tensions that he called “treacherous and getting worse.”

10/10/2024

Commerzbank expands business with ultra-high-net-worth clients

The Bank is consolidating relevant expertise and highly specialised departments into a dedicated UHNWI & FO division and will open two additional locations for holistic advisory services to this client group.

10/10/2024

StepStone Private Wealth Surpasses $5 Billion in AUM Milestone

Powered by StepStone Group, one of the largest global institutional allocators to the private markets, SPW was founded in 2019 to expand access to these assets for the private wealth market.

10/10/2024

BOS Closes Luxembourg Office, Rejigs Europe Strategy

The bank will continue to cover the UK market via its existing London office.

10/10/2024

Money in motion: preserving legacy during generational wealth transfer

Predicting and preparing for the future is one of the most challenging aspects of being a trustee.

10/10/2024

Protecting the legacy of the new generation of wealth generators

A recent Harvard business review article described creators as ‘change agents’, and estimated the creator economy capable of affecting $130billion of purchasing decisions annually.

10/10/2024

UBS tech chief says Credit Suisse integration is on track after test run

Ermotti said in May that any delay to the IT integration would hit the Swiss banking giant's promised cost savings.

10/10/2024

Liontrust blames outflows on Budget 'speculation and uncertainty'

For the three months to September 30, net outflows were £1.1bn, a slight drop from the £1.6bn recorded in the same period in 2023.

10/10/2024

Brooks Macdonald to acquire Lift for £45m

Lift is headquartered in Greater Manchester, with offices in London and Edinburgh.

10/09/2024

Brookfield Oaktree Wealth Solutions Survey Highlights Investor Demand for Alternative Investments and Critical Role of Financial Advisors

New data from “The Alts Institute” provides key insights into the value of alternatives in end investor portfolios

10/09/2024

Clarion Wealth Planning announces management buyout

Now, the management team will acquire a majority stake in Clarion, while Walker will remain i the firm for at least five more years.

10/09/2024

Russell Investments launches evergreen private credit fund

The investment firm has set up a multi-manager solution and is targeting 8% net annualised returns.

10/09/2024

J.P. Morgan Asset Management Enhances Morgan Money with Expanded Access to Diverse Asset Classes

Collaboration with GLMX to offer clients a broader range of money market instruments

10/09/2024

Van Lanschot Kempen partners with Collective Action to strengthen impact proposition

The partnership will strengthen Van Lanschot Kempen’s advisory services

10/09/2024

Titan Wealth Group announces the creation of Titan Settlement & Custody

The newly created division underpins the Titan Wealth Group’s capability in custody and settlement services

10/09/2024

Sustainability Award | Digital Accessibility: A Step Towards More Inclusion

For the sixth time in a row, the HWZ, in collaboration with UBS, is awarding the Sustainability Prize for outstanding bachelor's theses.

10/09/2024

Redefining wealth management: How family offices can lead the charge in responsible investing

Family offices have traditionally been seen as guardians of wealth, focused on preserving and growing assets for future generations.

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