09/20/2024
What the original Top 30 did next: Hannah Buxton, Coutts
In a new feature, we catch up with some of the wealth managers from our early Top 30 under 30 classes.
Wealth and Asset Management
09/20/2024
Saffery Trust named Trust Company of the Year at 2024 STEP Private Client Awards
The firm was also recognised for its contribution to its community
09/19/2024
Williams Jones Wealth Management Named to Barron’s 2024 Top 100 RIA Firms List
Williams Jones offers a wide range of services, including investment management, financial planning, retirement planning, estate planning, and philanthropic guidance.
09/19/2024
Deutsche Bank strengthens its comprehensive advisory approach and invests in digitalization
Deutsche Bank remains the bank for clients looking for high-quality advice.
09/19/2024
Close Brothers agrees sale of Close Brothers Asset Management to Oaktree
The Transaction is expected to complete in early 2025 calendar year and is conditional upon receipt of certain customary regulatory approvals
09/19/2024
Close Brother Preliminary Results for the year end to 31 July 2024
The FCA's review of historical motor finance commission arrangements announced in January introduced significant uncertainty for the group.
09/19/2024
Swiss Private Bank Donates Digital Artwork to Kunsthaus Zurich
This immersive artwork is based on glacier data and innovatively visualizes the dramatic effects of climate change.
09/19/2024
Wealth platform Wrise expands in Hong Kong as more family offices set up shop
The company is an independent platform that is linked with 150 financial partners, including Goldman Sachs, JPMorgan, UBS and others
09/19/2024
M&A, regulation, ChatGPT: what is giving wealth managers the biggest headache?
Take FN’s survey now and have your say
09/19/2024
Asset managers scramble to appease shareholders on strategy
New leaders have no time to lose and those who act quickly could be rewarded, research suggest
09/19/2024
Schroders Capital receives approval to launch UK Venture and Growth LTAF
LTAFs are vehicles designed to enable UK investors with longer-term horizons to invest in more illiquid assets, allowing them to take advantage of the robust returns and diversification benefits of private markets.
09/19/2024
Northern Trust boss: we’re only human after all
One of the key lessons of economic history is that technology alone cannot determine investment performance
09/18/2024
Knights of Columbus Asset Advisors Selects SEI for Custody and Technology
Stability, Flexibility, and Dedicated Service Deepen Strategic Partnership
09/18/2024
Newcomer Private Bank Nears 10 Billion Francs Mark
It now appears that this figure is approaching 10 billion francs.
09/18/2024
Partners Group teams up with Mediobanca Private Banking
The Italian bank’s high-net-worth clients will have access to Partners Group’s evergreen private equity strategy that’s been running for 17 years.
09/18/2024
Corum acquires Aargau asset manager
Independent asset manager Corum has acquired Menziken-based Sensusplus.
09/18/2024
‘Business as usual’ at EQ and Quilter after Hawksmoor SDR suspension
EQ Investors and Quilter do not have immediate plans to follow rival Hawkmoor’s move and temporarily suspend sustainable services to new clients due to lack of SDR clarity.
09/18/2024
“We’re moving back into an environment that’s more conducive to hedge funds”
The term means that most private-client wealth is held by clients who need income more than capital gains.
09/18/2024
Diversity Project Europe: Just 20% of asset managers track social mobility
Ratio of women in asset management declines with seniority
09/18/2024
Rise of the ‘centimillionaires’: Number of UHNWs in the $100m-plus club rises by more than half in a decade
Centimillionaires are now flocking to US wealth hubs, including New York and San Francisco’s Bay Area, as well as China, London and Paris, a new study from Henley & Partners has found