06/03/2024
Bantleon acquires majority stake in a convertible bond specialist
The long-established minority shareholders remain on board and retain their 38% stake.
Wealth and Asset Management
05/31/2024
Marc Arand: «Private Banking Needs a New Mindset»
The rise of online and mobile banking, along with the emergence of fintechs and digital banks, compels traditional banks to rethink their strategies.
05/31/2024
Helvetia (CH) Swiss Property Fund: planned listing on SIX Swiss Exchange on 25 June 2024 and pleasing half-year results
SIX Swiss Exchange has approved the application to list the Helvetia (CH) Swiss Property Fund on SIX Swiss Exchange on 25 June 2024, subject to the pending amendment to the fund agreement opening the fund to non-qualified investors.
05/31/2024
Wealth managers struggle with FCA compliance as deadline looms
The main reasons for this investment are to deliver better client service, understand a wider range of asset classes, improve investment advice, and reduce costs.
05/31/2024
Leading law firm for wealth management in Asia Pacific and Greater China
With a private client and tax team of over 40 in Asia and over 200 across 17 offices globally
05/31/2024
Future-proofing technology in asset & wealth management
Therefore, applications deployed over the last decade are much more adapted to our markets.
05/31/2024
Virtual Asset Evolution: Navigating Opportunities and Challenges for Individual Investors
One of these emerging strategies is the tokenization of real assets, a market which continues to evolve, alongside associated challenges.
05/31/2024
Global Wealth Management Market Analysis and Forecast to 2029
The global wealth management market was valued at US$1.85 trillion in 2023 and is expected to reach US$2.92 trillion by 2029.
05/31/2024
SLK Private Wealth embraces team with over $300m in client assets
SLK Private Wealth is introducing a team with over $300m in total client assets.
05/30/2024
TSG and Mark Schulten Garner Top Recognition by Forbes in 2024
The recognition serves as a testament to the team’s unwavering dedication to devising innovative strategies and personalized solutions to help clients realize their financial aspirations and safeguard their future.
05/30/2024
DBS Expands HK Private Banking Headcount by 25% on Better Flows
The bank has seen “substantial” flows from Taiwan in the past 12 months, the executive said without elaborating.
05/30/2024
OpenAI CEO Sam Altman pledges to donate most of his wealth
His removal and subsequent reinstatement as CEO last November stunned the rapidly commercializing industry as internal conflicts threatened to sink one of the most sought-after voices on artificial intelligence.
05/30/2024
Cazenove Capital wins Magic Circle Impact/ESG Manager of the Year Award
Award winners are selected by a panel of experienced industry professionals as well as votes from industry peers.
05/30/2024
Impax Asset Management Group plc Interim results to 31 March 2024
Business showed its resilience with an increase in net number of institutional accounts; £2.7 billion of net outflows came largely from wholesale channel in Europe
05/30/2024
Wealth Dynamix and Oxford Risk forge strategic partnership to revolutionise client engagement with behavioural science
Together, Wealth Dynamix and Oxford Risk are committed to reshaping the future of wealth management by placing the client at the centre of the experience.
05/30/2024
Marlborough buys ‘significant’ stake in HK wealth firm
Marlborough’s investment will fund Hong Kong-based BMP Wealth’s expansion into the Greater Bay Area and Singapore.
05/30/2024
Spear’s 500 Live 2024: the highlights
The premier live event for private client professionals lived up to its billing, with notable contributions from Neil Woodford and Nick Candy
05/30/2024
HSBC Unveils Private Banking AUM Target for MENA
The MENA region is currently the largest contributor to HSBC’s Swiss private banking unit.
05/30/2024
Client complains to SJP after name mix up
Policyholder Mark Bradford said he has complained to the wealth manager after he had cause to believe his data had been compromised.
05/30/2024
HSBC targets lending against fast-growing private assets after adding SVB’s UK unit to its portfolio
HSBC to leverage its balance sheet strength to finance wealthy clients’ fast-growing private asset portfolios