07/18/2024
Best private equity and alternative asset advisers in 2024
Welcome to the Spear’s ranking for high-net-worth individuals
Wealth and Asset Management
07/18/2024
Redmayne Bentley Announces the Successful Completion of Blankstone Acquisition
This milestone sees the firm opening its doors to 1,700 clients, along with the creation of four new jobs and a new office in Liverpool city centre.
07/18/2024
Foundation Wealth Partners announces expansion with new office
Private wealth services firm welcomes a new advisor from a major Canadian bank
07/18/2024
StanChart Adds Over a Dozen Private Bankers in Hiring Spree
StanChart Strengthens DPM, Fixed Income in Singapore
07/18/2024
Wealth Managers must improve ability to track future performance of asset classes, say clients
More than eight in ten say their company will invest further in new solutions with high quality estimates of key asset classes’ future performance over the next three years, study finds
07/18/2024
Morgan Stanley Wealth Management Pulse Survey Reveals Mixed Sentiment Amid Hot Market and Cool Inflation
Though the majority believe cuts are on the horizon. 54% believe the Fed will cut rates in the second half of the year.
07/18/2024
Deutsche Bank looks to Asia-Pacific wealth management business to drive core growth
The Frankfurt-headquartered bank generated the largest share of its revenue - 44 per cent - in its home market of Germany last year
07/18/2024
BLKB achieves solid results in the first half of the year
The results of the first half of the year confirm that we have set the right course for the future with our investments.
07/18/2024
UK and Ireland-based accountancy and wealth manager Sagars rebrands to AAB
Sagars merged with AAB in 2021, widening the breadth and depth of services they provide to businesses and individuals
07/18/2024
Pollen Street Capital’s £432m acquisition of Mattioli Woods delayed by security act
Mattioli Woods agreed to be taken private by private equity firm Pollen Street in a deal in March.
07/18/2024
GAM and SHK & Co Announce Strategic Alliance to Drive Growth and Enhance Distribution in Greater China
Together, both companies share a vision and entrepreneurial mindset to drive new business growth, private wealth solutions and active investing opportunities for a broad range of clients.
07/18/2024
FCA's Crackdown on Wealth Management Non-Compliance with Consumer Duty: How to avoid this…!
FCA: “We expect you to have implemented the Consumer Duty in full, which requires you to put the needs of your consumers first.
07/17/2024
Macfarlanes advises long standing client Ares Management on providing financing to Lovell Minnick on the merger between London & Capital and Waverton
The merger is expected to create an independent wealth and asset manager with assets under management over £19bn.
07/17/2024
Bank of America rises, Morgan Stanley falls on Q2 earnings
The Morning Brief anchors Brad Smith and Seana Smith break down the latest earnings figures for these major banks and what it could mean for their stocks moving forward.
07/17/2024
Belgium's Delen Private Bank to buy smaller rival Dierickx Leys
Financial details of the takeover were not disclosed, but Delen Private Bank - in which Belgian holding company Ackermans & Van Haren is a shareholder
07/17/2024
Seizing equity opportunities at the sector level
Yet after solid gains year-to-date, the argument for taking more equity risk now looks less appealing.
07/17/2024
The Stonehage Fleming View: Philanthropy
All are aware of the fact that wealth, often combined with specific family expertise, has the ability to effect significant change.
07/17/2024
Stern granted Swiss asset management licence
The firm’s partners and the Stern family account for approximately 20% of the firm’s assets under management.
07/17/2024
Wealth managers try to avoid 'conversational cul de sacs' on philanthropy
Clients are often happy to discuss particular charities which they support – especially if someone in their family received outstanding care in the past.
07/17/2024
Citi to Take Wealth Management to Next Level with the Market-First Launch of Wealth 360
The feature is now rolling out to selected customer segments and will be gradually expanded to the entire customer base.