11/14/2024
Congratulations to Our Forbes 2024 America’s Top Wealth Management Teams
This marks the second year that both teams received this honor from Forbes.
Wealth and Asset Management
11/14/2024
ZKB launches foundation fund targeting Swiss charities
Zürcher Kantonalbank’s foundation fund will support Swiss charitable organisations through a diversified portfolio.
11/14/2024
Through the generations: the transfer of family businesses is accelerating
This unavoidable rite of passage becomes all the more emotional when the business is a family one.
11/13/2024
Canaccord Genuity execs unite to launch WA wealth manager
Leeuwin Wealth has been launched this month focusing on offering dedicated wealth management and corporate finance services to Western Australian individuals and companies.
11/13/2024
Bellevue moves back to Bellevue
All of the approximately 70 employees in Switzerland will work there under one roof in the future.
11/13/2024
Spear’s Awards 2024 finalists: HNW Wealth Manager of the Year in association with Locate Isle of Man
This year's finalists for the HNW Wealth Manager of the Year in association with Locate Isle of Man at the Spear's Awards 2024
11/13/2024
Nedbank Private Wealth named Best Private Bank in Africa
Our role is not just to manage wealth, but to be a trusted partner in helping clients grow, protect and pass on their wealth to future generations
11/13/2024
Schroder Income Growth Fund plc - Full Year Results
The Company's share price discount to NAV averaged 9.6% during the year and ended the financial year at 10.4%.
11/13/2024
ABN AMRO Bank posts net profit of EUR 690 million in Q3 2024
The rebound of the Dutch housing market was sustained in the third quarter, driving prices to new record levels.
11/13/2024
Tatton Asset Management sees organic inflows rise by 101% in half-year results
Group revenue increased by 23.7% in the six months to 30 September 2024
11/13/2024
KPMG Asset Management CEO Outlook
Asset Management CEOs share their views on economic outlook, return-to-office, ESG and generative AI.
11/13/2024
UBS Wealth’s UK strategy evolves with big Newcastle move
The move to a recently revamped office space at 1 Citygate underlines UBS Wealth’s commitment to the North East and ends speculation it was looking to exit the region.
11/13/2024
Asset Management: Intesa Sanpaolo rationalises activities
The merger and demerger of Fideuram, Fideuram Asset Management SGR and Eurizon Capital SGR will be completed by the third quarter of 2025.
11/12/2024
Former executive shares ‘the wealthy life’ with clients
Over a 30-year career, Sybil Verch sees opportunities where others see obstacles
11/12/2024
LPL Financial Foundation Awards Over $1 Million to Support Enhancing Diversity in Wealth Management
American College of Financial Services, CFP Board, Girls Who Invest and Greenwood Project selected to receive 2024-2025 grants
11/12/2024
Osaic Welcomes Nova Wealth
New York-Based Team Overseeing $180 Million Joins Osaic
11/12/2024
Two thirds of asset managers expect a significant rise in margin pressure in the next two years
With the continued rise of passive and anticipated market volatility, traditional managers are set to be hit harder
11/12/2024
Mediobanca: Results for 3M ended 30 September 2024 approved
Group revenues totalled €865m
11/12/2024
Ex-Vontobel AM chiefs launch thematic portfolio with Morgan Stanley
Axel Schwarzer and Daniel Seiler’s fully AI-driven asset manager debuts Eqitron Thematic Navigator portfolio.
11/12/2024
Pinebridge Banks on Growing Interest in Asian Investments
Recently, the appointment of a new Head of Switzerland, Liechtenstein and Austria and a Client Relations Manager has strengthened its presence.