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Wealth and Asset Management

11/14/2024

Schroders Capital’s new Sustainability and Impact report demonstrates tangible positive change delivered by private markets business

The report spotlights the work Schroders Capital’s teams have been doing through detailed case studies for each asset class.

11/14/2024

Congratulations to Our Forbes 2024 America’s Top Wealth Management Teams

This marks the second year that both teams received this honor from Forbes.

11/14/2024

ZKB launches foundation fund targeting Swiss charities

Zürcher Kantonalbank’s foundation fund will support Swiss charitable organisations through a diversified portfolio.

11/14/2024

Through the generations: the transfer of family businesses is accelerating

This unavoidable rite of passage becomes all the more emotional when the business is a family one.

11/13/2024

Canaccord Genuity execs unite to launch WA wealth manager

Leeuwin Wealth has been launched this month focusing on offering dedicated wealth management and corporate finance services to Western Australian individuals and companies.

11/13/2024

Bellevue moves back to Bellevue

All of the approximately 70 employees in Switzerland will work there under one roof in the future.

11/13/2024

Spear’s Awards 2024 finalists: HNW Wealth Manager of the Year in association with Locate Isle of Man

This year's finalists for the HNW Wealth Manager of the Year in association with Locate Isle of Man at the Spear's Awards 2024

11/13/2024

Nedbank Private Wealth named Best Private Bank in Africa

Our role is not just to manage wealth, but to be a trusted partner in helping clients grow, protect and pass on their wealth to future generations

11/13/2024

Schroder Income Growth Fund plc - Full Year Results

The Company's share price discount to NAV averaged 9.6% during the year and ended the financial year at 10.4%.

11/13/2024

ABN AMRO Bank posts net profit of EUR 690 million in Q3 2024

The rebound of the Dutch housing market was sustained in the third quarter, driving prices to new record levels.

11/13/2024

Tatton Asset Management sees organic inflows rise by 101% in half-year results

Group revenue increased by 23.7% in the six months to 30 September 2024

11/13/2024

KPMG Asset Management CEO Outlook

Asset Management CEOs share their views on economic outlook, return-to-office, ESG and generative AI.

11/13/2024

UBS Wealth’s UK strategy evolves with big Newcastle move

The move to a recently revamped office space at 1 Citygate underlines UBS Wealth’s commitment to the North East and ends speculation it was looking to exit the region.

11/13/2024

Asset Management: Intesa Sanpaolo rationalises activities

The merger and demerger of Fideuram, Fideuram Asset Management SGR and Eurizon Capital SGR will be completed by the third quarter of 2025.

11/12/2024

Former executive shares ‘the wealthy life’ with clients

Over a 30-year career, Sybil Verch sees opportunities where others see obstacles

11/12/2024

LPL Financial Foundation Awards Over $1 Million to Support Enhancing Diversity in Wealth Management

American College of Financial Services, CFP Board, Girls Who Invest and Greenwood Project selected to receive 2024-2025 grants

11/12/2024

Osaic Welcomes Nova Wealth

New York-Based Team Overseeing $180 Million Joins Osaic

11/12/2024

Two thirds of asset managers expect a significant rise in margin pressure in the next two years

With the continued rise of passive and anticipated market volatility, traditional managers are set to be hit harder

11/12/2024

Mediobanca: Results for 3M ended 30 September 2024 approved

Group revenues totalled €865m

11/12/2024

Ex-Vontobel AM chiefs launch thematic portfolio with Morgan Stanley

Axel Schwarzer and Daniel Seiler’s fully AI-driven asset manager debuts Eqitron Thematic Navigator portfolio.

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