04/08/2024
SJP expands VR adviser training with CII course
The Vulnerability VR empathy training programme is aimed to build vulnerable client support and soft skills for advisers in line with Consumer Duty.
Wealth and Asset Management
04/05/2024
Brookfield Announces a Strategic Partnership with Soundcore Capital Partners and Heartland Paving Partners
The investment is to accelerate the platform's growth as it pursues further consolidation in the Upper Midwest market.
04/05/2024
WFW advises lenders on €175m 300 MW solar portfolio green financing - WFW
Grenergy Renovables is a global independent power producer (IPP) that designs, develops and implements large-scale renewable energy projects.
04/05/2024
Indosuez’s “Startup Connections” comes to Luxembourg
The idea seems simple: the asset manager advises entrepreneurs who have already found success, suggesting that they “give back” the support they once needed and got.
04/05/2024
StanChart ties up with Old Mutual for wealth platform
The partnership is looking to expand in the Middle East, Africa and Southeast Asia.
04/05/2024
Fixed income: Positive bias towards credit
Positively, we have continued to see investor-friendly announcements being made towards the asset class.
04/05/2024
Objectway continues its streak in the WealthTech100 for the sixth consecutive year
Chosen by a distinguished panel of analysts and industry experts
04/05/2024
BraddockMatthews and David Barrett Partners Combine to Create BraddockMatthewsBarrett
The merging of the two firms, which serve complementary segments of the investment management industry, creates a unique, compelling international executive search firm
04/05/2024
Vontobel launches 3-year maturity EM bond fund for A-rated PM
Three-year maturity aligns with current market conditions, says the fund’s manager.
04/05/2024
Management of the ZKB Philanthropy Foundation: The die has been cast
The ZKB announced the establishment of such a foundation at the annual media conference at the beginning of February this year.
04/05/2024
Labuan IBFC Inc. unveils Labuan IBFC China Desk to facilitate cross-border ventures
Platform is aimed at fostering bilateral trades, investments and business expansion
04/05/2024
Labuan IBFC Inc. and Council of Rector of Indonesia State University sign MoU
Both parties have signed an MoU for the placement of Indonesian university students in Labuan IBFC businesses
04/05/2024
Wealth management firm at the double with awards scoop
Financial advisers prove to be best in class after national award wins
04/05/2024
World’s Best Wealth Management And Advisory Companies, 2024
The wealth management market is expected to grow to $2465.75 billion in 2027 at a CAGR of 7.8%.
04/04/2024
Citi, JPMorgan, RBC to give new climate metric in deals with New York City
In return, retirement funds Lander helps run have withdrawn shareholder resolutions at each bank calling for the disclosures.
04/04/2024
The War Chest of J. Safra Sarasin is Fully Stocked
The very discreet J. Safra Sarasin performed solidly in the challenging year of 2023.
04/04/2024
Credit Suisse's Demise Benefits Swiss Crowdlending Pioneer
Credit Suisse (CS) and UBS long held sway in Switzerland’s corporate banking world.
04/04/2024
Record-Setting 218 J.P. Morgan Wealth Management Advisors Make Forbes’ Best-in-State Wealth Advisors List
Sixteen J.P. Morgan advisors make the selective America’s Top Wealth Advisors list
04/04/2024
‘Consumer duty’ and the challenge facing wealth management firms
From the magazine: The FCA’s new regulations have made wealth management firms ask serious questions of themselves
04/04/2024
EdRAM sells convertibles business to Kepler Cheuvreux subsidiary
Ellipsis Asset Management said the deal would make it one of the top five convertible bond asset managers in Europe.