01/12/2024
Forget relationships, complex services are top of mind for HNW clients
Advisors say estate planning and tax planning are key areas of interest for such clients.
Wealth and Asset Management
01/12/2024
Swiss banks optimistic about immediate future
The Swiss banks are doing better than they have for a long time.
01/12/2024
JPMAM launches Asia equity high income fund in Hong Kong
The Asia equity dividend fund incorporates an options overlay strategy aiming to capture higher income and reduce the volatility of the portfolio.
01/12/2024
St. Galler Kantonalbank is also pushing forward business in Germany
As we learned, Germany is an important growth market for the state institute.
01/12/2024
Odey Asset Management partners pocket £64m in last payout before wind down
The payout will be split between the partners, with one member alone set to take £28.6m of the total profits.
01/12/2024
Boston acquires Turnstone’s Isle of Man fiduciary business
The move will see Roelf Odendaal, the co-founder of Turnstone (Isle of Man)
01/11/2024
Maximising profit from a business sale – and investing the proceeds wisely
A successful business sale is a time for celebration, but don't pop the champagne corks too early.
01/11/2024
Emirates NBD digital wealth platform offers choice of more than 232 mutual funds
Funds are managed by leading global asset managers including Emirates NBD Asset Management, BlackRock, Fidelity and Pimco
01/11/2024
Wealth management by "family offices" in Poland and the licensing requirements
The activity of "family offices" has attracted the attention of the Polish FSA, which recently reminded the market of this.
01/11/2024
5 Best Private Banks in the UK for 2024
Choosing the right private bank is crucial for effective wealth management and financial planning.
01/11/2024
J.P. Morgan Private Bank is named 2024’s “World’s Best Private Bank” for the fifth year in a row
For its ninth annual World’s Best Private Banks Awards, Global Finance Magazine ranked J.P. Morgan Private Bank first overall.
01/11/2024
Swissquote doesn't wait until the regular date to deliver good news
All this despite what they say is a “difficult” market environment.
01/11/2024
Cazenove Capital outlook for 2024
The US has defied forecasts of a recession, with consumer spending supported by a strong labour market and household savings.
01/11/2024
What does 2024 hold for family wealth?
Clare Anderson, UK Head of Schroders Family Office Service, shares her predictions for the year ahead
01/11/2024
Northern Trust Asset Management plans hires for London push
The asset manager has 66 people currently across its fixed income team worldwide, but has shifted focus to building its expertise in the asset class across Europe.
01/11/2024
Hargreaves Lansdown removes abrdn Asia Pacific Equity fund from Wealth Shortlist
Unfulfilled performance expectations
01/11/2024
Ski resorts in sights of Swiss banks pursuing wealthy clients
Some have sought to capitalise on the takeover of Credit Suisse by UBS, especially where clients want to diversify away from the combined entity.
01/10/2024
What will drive wealth tech evolution in 2024?
Customer expectations, digitalization, and data aggregation will take the spotlight, says Canadian wealth tech leader
01/10/2024
Debunking broker misconceptions about private banking
How brokers can service high-net-worth clients
01/10/2024
The opportunity set in the infrastructure transition
The global movement towards decarbonising economies to prevent climate change and making them more circular to preserve nature and ecosystems is a key driver in the major digitalisation trend.