11/12/2024
Former executive shares ‘the wealthy life’ with clients
Over a 30-year career, Sybil Verch sees opportunities where others see obstacles
Wealth and Asset Management
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.
11/12/2024
Pinebridge Banks on Growing Interest in Asian Investments
Recently, the appointment of a new Head of Switzerland, Liechtenstein and Austria and a Client Relations Manager has strengthened its presence.
11/12/2024
Moving back to founding location: Bellevue Group is moving back to Theaterstrasse 12 / Sechseläutenplatz in Zurich's Bellevue district
This move will simplify the flow of information and ideas between the various teams and benefit the ongoing development of Bellevue’s entrepreneurial corporate culture.
11/12/2024
BlackRock and the Monetary Authority of Singapore (MAS) spearhead collaboration to unlock investment opportunities in decarbonisation in Asia
The Industrial Transformation programme will also seek to catalyse additional concessional and commercial capital to support these projects.
11/12/2024
Southeast Asia’s Wealth Management Boom: 5 Platforms to Watch
Traditionally, wealth management in the region was primarily reserved for high-net-worth individuals (HNIs), with most services being offered by large banks or financial institutions.
11/12/2024
Intesa Sanpaolo and BlackRock to advance digital wealth management
BlackRock and Intesa Sanpaolo collaborate to promote digital wealth management.
11/11/2024
Northern Trust Named Best Private Bank in U.S.
Also Received Top Honors for Best Private Bank in North America for Entrepreneurs and Ultra High Net Worth Clients
11/11/2024
ZEUS Investments Announces Initiative to Leverage Artificial Intelligence in Wealth Management Planning
By integrating AI into its advisory services, the firm aims to craft more precise and tailored investment strategies capable of delivering favorable outcomes for clients.
11/11/2024
Citi revamps pay for wealth bankers
More bonuses will go to those who move client assets into investments, and less to those who sell new loans
11/11/2024
LGT to acquire Commonwealth Bank of Australia (CBA)’s personal advice business, Commonwealth Private Advice
Once completed, the transaction will solidify its position as a trusted partner for sophisticated private wealth clients.
11/11/2024
Spear’s Awards 2024 finalists: UHNW Wealth Manager of the Year in Association with Guernsey Finance
This year's Spear's Awards 2024 UHNW Wealth Manager of the Year in Association with Guernsey Finance finalists
11/11/2024
Canaccord Wealth publishes latest performance results
As at 30th September 2024, Canaccord had client assets of £34.8 billion and $63.0 billion converted to CAD, year-over-year increases of 9.7% and 19.8% respectively.
11/11/2024
Fulcrum to launch private markets LTAF
LTAF to be offered with a flat fee launching 29 November
11/11/2024
HSBC Qianhai launches margin financing for HNW and UHNW China clients
The launch of the margin financing arm will bolster HSBC Qianhai and its wealth management services.
11/11/2024
Intesa Sanpaolo and BlackRock collaborate for digital wealth management
The partnership will harness BlackRock’s advanced technology and global investment expertise, marking a step forward for both firms in addressing the evolving needs of investors across Europe.