11/20/2024
Quilter Investors Monthly Income range introduces new asset classes to portfolio
The emerging market debt exposure will stand at 1.25% in the Monthly Income portfolio and 0.75% in the Monthly Income & Growth portfolio.
Wealth and Asset Management
11/20/2024
Liontrust Implements Data Solution in Collaboration with BlackRock Aladdin and BNY to Enhance Investment Management, Client Service and Scalability
The new technology solution improves investment and risk tools, enables productivity gains and enhances the information supplied to Liontrust’s investment teams and clients.
11/20/2024
Ninety One acquires Sanlam Investment Management
It will take over management of its £17bn in assets under management
11/20/2024
Wealth managers optimistic for 2025 despite potential risks
Europe and Germany, however, may not be in for a good time.
11/20/2024
UBS Partners With ART SG For Third Year
UBS will become the founding and lead partner of ART SG, an international art fair for Singapore and Southeast Asia, for the third consecutive year in 2025
11/20/2024
Sergio Ermotti Honored as Banker of the Year
His integration achievements were praised as one of his outstanding qualities.
11/20/2024
Baloise refocusing strategy being implemented – cash generation of over CHF 550 million expected
The sale of the portfolio of the digital insurer FRIDAY, announced at the end of October, was a further step in the new strategic direction.
11/20/2024
HSBC Revamps Premier Wealth Banking Strategy
New London wealth center to attract affluent clientele with exclusive services and events
11/20/2024
ZKB completes final close of carbon solutions private equity fund
The Swisscanto Fund Private Equity World Carbon Solutions, which has a volume of around CHF 130m, has already made seven investments.
11/20/2024
Fieldpoint Private Bank plans to move HQ to new Greenwich location
The bank serves entrepreneurs, families, businesses and institutions directly, as well as through partnerships with Registered Independent Advisors (RIAs) and other independent financial advisory firms.
11/19/2024
OakNorth completes loan to Warwickshire-based IFA firm, Beaufort Wealth Management, to support a management buyout
It advises clients on investments, non-investments, and business advice, including employee benefits, pensions, keyman insurance, partnership and shareholder protection, investments, tax, and succession planning.
11/19/2024
Zurich fund distributor buys asset management consultancy
Acolin said the purchase will improve its ability to enter new markets and offer a broader range of services.
11/19/2024
Van Lanschot Kempen introduces third European private equity fund
Fund gives private banking clients access to small and medium-sized companies
11/19/2024
Westwood Wealth Management Partners with OneVest to Elevate Client and Advisor Experience
This partnership underscores Westwood’s dedication to innovation, ensuring clients receive premier service and a seamless, modern financial management experience.
11/19/2024
StoneX Wealth Management Expands Northeast Presence with Acquisition of Trust Advisory Group, Ltd.
This strategic acquisition reinforces StoneX Wealth Management’s commitment to high-quality financial solutions and enhances its service reach into the Northeast.
11/19/2024
Rothschild & Co continues Middle East expansion with new Wealth Management office in Dubai
The new Dubai office, located in Dubai International Finance Centre (DIFC) and already fully operational, is headed by Sascha Benz, a senior banker who has relocated from Rothschild & Co in Switzerland.
11/19/2024
Asset and wealth management revolution 2024
Unleashing the transformative power of disruptive technology
11/19/2024
Luzerner Kantonalbank: Will the canton reduce the share to a minimum?
The share price of the Luzerner Kantonalbank (LUKB) has recently become a political issue.
11/19/2024
Morgan Stanley Courts Employees of Near-IPO Companies for Wealth Management
Last week, the bank signed an agreement with Carta, a shareholder management company for startups backed by private equity and venture capital firms.
11/19/2024
Mattioli Woods: Profit slashed at wealth manager as it quit London
Mattioli Woods described its latest financial period as a “momentous year of change” for the group ahead of it officially being taken private on 3 September, 2024.