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Wealth and Asset Management

11/04/2024

The wealth management partner that helps high earners achieve their full financial potential

Unio gives peace of mind to clients while helping them unlock confidence in their financial futures

11/04/2024

M&G Real Estate acquires majority stake in European investment manager BauMont

M&G’s With Profits Fund invests €200 million in latest fund

11/04/2024

Quintas Wealth Management and Tynan Dillon Wealth Management combine to launch Xeinadin Financial Services

The combined offices now service more than 1,000 clients, taking care of all their pensions, protection and wealth management requirements.

11/04/2024

Blackstone targets new European markets in global wealth push

Blackstone's wealth products have a minimum investment threshold of $10,000 to $25,000.

11/04/2024

Why ex-HSBC Swiss WM CIO has launched new advisory firm

Belal Khan explains when it’s time for family offices to go CIO shopping.

11/04/2024

'Tweed Wealth Management is a highly acquisitive firm'

Tweed Wealth Management caters to entire generations of families

11/04/2024

EFG AM and BlueOrchard introduce global impact fund together

EFG Asset Management and BlueOrchard collaborate to develop a global impact fund.

11/04/2024

Transforming a private bank for customer centricity and innovation

EY teams helped a leading private bank shape and execute a business transformation for profitable growth and enhanced customer experience.

11/04/2024

Infrastructure: The new, sought-after safe haven?

This unique environment presents a compelling opportunity for stability and growth in today’s evolving market, particularly amid the ongoing energy and digital transitions.

11/01/2024

Goldman Sachs: Gold to hit $3000 by 2025 year end

Central bank buying and falling interest rates will drive gold prices higher, according to Goldman Sachs.

11/01/2024

Nomura Reports SecondQuarter Financial Results

Best Wealth Management performance in nine years, underpinned by 30% growth in recurring revenue YoY amid progress in asset management business initiatives

11/01/2024

Colombo Wealth celebrated with many celebrities

In mid-October, the Finma-regulated Swiss asset manager Colombo Wealth celebrated its 50th anniversary in Lugano with over 100 invited guests.

11/01/2024

Eric Finnell joins GAM in Sydney to lead and strengthen distribution across Australia and New Zealand

Eric brings over 18 years of experience in financial services, having previously overseen institutional marketing and client servicing at Bennelong and Fisher.

11/01/2024

7IM acquires ASHL’s Rockhold Asset Management to expand its investment proposition

The latest acquisition will take its assets under management to c£27 billion.

11/01/2024

UBS Asset Management launches its first tokenized investment fund

UBS Asset Management’s global distributed ledger technology strategy is focused on leveraging public and private blockchains networks

11/01/2024

Standard Chartered has completed first HKD-denominated blockchain test settlement with Ant International’s Whale platform

This is the first time Standard Chartered has conducted HKD blockchain transactions with Ant International

11/01/2024

Canaccord reports 56% jump in wealthy individuals looking for financial planning outside UK mainland

Canaccord reports a 56% increase in people specifically searching for its services in Guernsey, the Isle of Man, and Jersey.

11/01/2024

B. Riley to sell part of wealth management business to Stifel

The bank has been navigating heightened turmoil since August, when it warned that its exposure to Franchise could result in a writedown and losses for the second quarter ended June 30.

11/01/2024

Forex settlement ceiling raised as Taiwan aims to be wealth management hub

The bank said individuals wanting to exchange more than the maximum can apply to the central bank, meaning that despite the ceiling, funds can flow freely to and from Taiwan.

11/01/2024

Sequoia Financial Group buys Charleston-based Family Asset Management

Family Asset Management, located in Charleston, is acquired by Sequoia Financial Group.

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