09/18/2024
Knights of Columbus Asset Advisors Selects SEI for Custody and Technology
Stability, Flexibility, and Dedicated Service Deepen Strategic Partnership
Wealth and Asset Management
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
09/17/2024
Paul Hodes on Privé Technologies’ FinTech Solutions for the Future World of Wealth Management
Their core offerings were tools for portfolio analytics, client onboarding including suitability checks, and advisory recommendations via multi-factor portfolio optimization.
09/17/2024
AllianceBernstein and Bernstein Private Wealth Management Unveil New Office in New York City
New location in Hudson Yards deepens firm’s presence in New York City and reaffirms commitment to tech advancements to enhance client and employee experience
09/17/2024
Business Awards UK 2024 Wealth Management Awards Winners and Finalists Announced
Revealing the winners and finalists of the 2024 Wealth Management Awards at Business Awards UK.
09/17/2024
BNY to launch Alts Bridge wealth platform for private markets
Alts Bridge creates a powerful solution for investors, advisors, and the home office.
09/17/2024
UBP expands its asset management business with new staff
His appointment aims to implement a consistent strategy across all markets
09/17/2024
Brooks Macdonald to acquire Lucas Fettes Financial Planning
Long-standing relationship culminating in acquisition
09/17/2024
Supporting clients across the wealth continuum: Annabel Spring
In an increasingly globalized world, individuals face immense challenges in not only protecting and growing their wealth, but also finding the right banking partners to support them internationally.
09/17/2024
Wealth Management Institute: Boosting Capabilities for Strategic Investing for Family Offices
At this year's GFO Summit, WMI announced that it has exceeded its target of 5,000 enrolments in family office education programmes, achieving this milestone ahead of the 2025 schedule.
09/17/2024
Wealth management sector on the rise, but challenges are piling on
One of the most pressing challenges that the wealth management sector is facing is the shortage of skilled talent.
09/17/2024
DBS posts 300% growth in semi-liquid fund sales in Greater China
It allows DBS to sell professional investors products that were previously exclusive to institutional investors.
09/17/2024
Corum acquires Aargau asset manager
Independent asset manager Corum has acquired Menziken-based Sensusplus.
09/17/2024
Succession planning delays leading to transition hiccups
Even among those who do, a notable 24 per cent acknowledge difficulties in integrating the next generation into business life.