03/20/2024
20th anniversary of Canaccord Genuity Wealth Charitable Trust
There are plans to celebrate in various ways throughout 2024.
Wealth and Asset Management
03/20/2024
2023: A year of growth momentum & strategic acceleration for edmond de Rothschild
Edmond de Rothschild reported a high level of net inflows, driven by its two business lines, private banking and asset management, across all its geographies.
03/20/2024
TISE reports record turnover, profit & EPS for 2023
The Group has also announced the payment of a £2.00 per share special dividend in addition to the regular dividend payments.
03/20/2024
Credit Suisse Headquarters to Become a Campus of Sorts
The campus will also comprise the former Swiss Bank Corp building
03/20/2024
German custodian bank is looking for more customers for a Swiss banking license
An independent offshoot of a proven custodian bank with German roots – this could really shake up the local cost structures and services for independent asset managers.
03/20/2024
DBS and JPMorgan AM offer Asia’s retirement investment portfolio
DBS and JPMorgan Asset Management offer Asia's first retirement investing portfolio that scales risk based on an investor's life stage.
03/20/2024
Top 50 IAM launches yield enhancement strategy AMC
Amadeus Capital already has several hundred million euros of internal capital invested in its yield enhancement strategy.
03/20/2024
Wealth managers remain cautious on crypto
Bitcoin is now regulated for some cryptocurrency activities.
03/20/2024
7IM acquires £430m AUM Midlands Planner firm
Under the terms of the deal Eastcote will maintain its brand and independent investment proposition.
03/19/2024
Integritas Wealth Partners have attained CISI Chartered Firm Status
CISI Chartered Firm™ status denotes that a firm is operating at the highest levels of trustworthiness and professionalism
03/19/2024
BBVA Group establishes a new investment advisory subsidiary in Miami
The BBVA Group has established a new investment advisory subsidiary, BBVA Global Wealth Advisors Inc, in Miami, catering to high net-worth Latin American clients.
03/19/2024
Aberdeen wealth managers surpass £150 million milestone
Since the turn of the year, funds under management have increased by a further £6.5m representing a strong start to 2024.
03/19/2024
Asia’s Top Beneficiaries of CS Wealth Talent Outflow
In Asia, deep cuts were expected to be spared, especially in the private banking unit where UBS is betting on strong continued wealth generation in the region.
03/19/2024
AssetCo shares down as annual loss widens, but managed assets rise
Revenue more than doubled to £15.0 million from £6.3 million.
03/19/2024
Edmond de Rothschild announces a strategic agreement and the acquisition of its third-party Asset Servicing business by Apex Group
As part of this agreement, Apex Group will also acquire Edmond de Rothschild's fund administration, transfer agent and custody activities for its Private Equity and Infrastructure funds.
03/19/2024
Close Brothers H1 Adj. Profit Rises - Quick Facts
Adjusted earnings per share was 46.3 pence compared to 6.1 pence.
03/19/2024
Paradeplatz: These are UBS’s plans for the CS headquarters
Paradeplatz 8 is also an integral part of this campus.
03/19/2024
HSBC Global Private Banking moves overweight global equities
HSBC Global Private Banking moves overweight global equities
03/19/2024
Key takeaways from our CIO private client dinner
Reviewing analysis from recent years, the recurring theme is that many predictions were misguided, with many completely wrong.
03/18/2024
Boomers Control America’s Wealth: How Gen X and Millennials Can Catch Up
Together, non-boomers make up more than 53% of the country’s households but control just 27% of the wealth.