06/25/2024
Two former UBS asset managers want to show the big players
There they gained practical know-how in the areas of risk modeling, optimization and portfolio construction before taking the step into self-employment.
Wealth and Asset Management
06/25/2024
Objectway secures Eleventh Consecutive Award – Sixth Straight “Best Wealth Management System” Title – from Goodacre UK
The unwavering leadership is a tangible outcome of the long-standing and ongoing recognition from clients and market experts.
06/25/2024
HarbourVest opens first Swiss office under ex-UBS private equity head
The new Zurich office will be led by Simon Jennings, who has also worked as global head of private equity at HSBC.
06/25/2024
Canada Life Asset Management Appoints Northern Trust for Asset Servicing Solutions
Supports Manager’s Focus on Operating Model Efficiency and Data Quality as Strategic Asset Servicing Provider
06/25/2024
Asset managers increasingly integrating tech into operations, survey finds
The investment management community at large is doubling-down on strategies underpinned by a data-driven approach and supported by integrated technologies.
06/25/2024
Praxis shortlisted for Trust Company of the Year in prestigious STEP Awards
At Praxis, we continuously strive to maintain the highest standards of service, and to nurture the current and future generations of practitioners.’
06/25/2024
Artificial intelligence in wealth management: friend or foe?
Demir Avigdor, head of UK Private Banking, Standard Chartered, examines the impact of AI on the client experience
06/25/2024
BNP Paribas Wealth Management CIO says private debt is 'money for old rope'
The private credit market, where investment funds lend private equity portfolio businesses and other companies money, has boomed in recent years
06/25/2024
Oakglen Wealth launches IHT Solution in partnership with Toscafund AM LLP
In this piece we bring to you the exciting news of Oakglen Wealth partnering with the specialist investment manager Toscafund Asset Management LLP, to launch our new AIM Inheritance Tax Service.
06/24/2024
Wealth.com Launches New Family Office Suite, Strengthens Legal Team With Addition of David Haughton, JD, CPWA
New estate planning offering focuses on driving productivity and efficiency for advisors and wealth strategists serving high-net-worth and ultra-high-net-worth clients
06/24/2024
Slate Asset Management Completes Approximately €425 Million of Senior Debt Refinancings for Its European Essential Real Estate Portfolio Year to Date
Slate completed the refinancings at five- and seven-year terms at compelling rates, which were also more favorable than initial underwriting.
06/24/2024
Schroders Group Chief Executive Peter Harrison awarded Outstanding Contribution to the Investment Industry
Earlier this year, Schroders announced that, after a decade on the Board, Peter had signalled his intention to retire as Group Chief Executive in 2025.
06/24/2024
St. James’s Place unveil Lumina portfolios
Over 9,000 ETFs and funds were reportedly screened in the selection process.
06/24/2024
Cantonal banks launch multi-asset fund supporting education
The new strategy distributes 2% of its fund volume annually to the Education Cannot Wait, a UN fund providing education to children in emergencies.
06/24/2024
How Trusts & Foundations can assist Wealth Preservation
Trusts and foundations can be key to helping individuals and families navigate regulatory scrutiny and shield assets from potential threats.
06/24/2024
ZKB is opening its first branch in Kloten today under the new location concept
In the new location concept, everyday transactions are therefore increasingly carried out in assisted self-service.
06/24/2024
How UBP bring in-house expertise to private market offerings
UBP’s private markets group is a dedicated unit of the bank that offers its private banking clients in-house private market capabilities.
06/24/2024
Arab Bank Switzerland Aims to Expand its Position Through Cooperation
The Wecan Comply solution will be implemented across the entire Arab Bank Switzerland group.
06/24/2024
Legacy Wealth Management Is New NI Chamber Patron
The financial planning experts have partnered with the leading business membership organisation, in a demonstration of commitment to business and economic growth across Northern Ireland.
06/24/2024
Taking a Look at Singapore’s Merits as a Global HNW and UHNW Wealth & Advisory Hub
The discussion opened with a close-up and personal on the upcoming FATF evaluation scheduled for August, as this looms large over Singapore's financial sector.