11/29/2024
Strive Asset Management expands into anti-ESG direct indexing
The company, co-founded by Vivek Ramaswamy, has agreements to offer the service via Charles Schwab and Fidelity
Wealth and Asset Management
11/29/2024
Preparing The Next Generation For The Great Wealth Transfer.
As younger generations prepare to inherit potentially life-changing sums, the need for education, meticulous planning and responsible stewardship is growing ever more acute.
11/29/2024
Rich Ranking: How the banking families and managers fared
This year, the trial of several members of the Indian Hinduja family of entrepreneurs, who were on trial in Geneva for exploiting their domestic workers, made headlines.
11/29/2024
Client experience – trends and developments
Emerging trends and key developments shaping client experience in wealth management by Brewen Latimier, Financial Services Consultant, Colombus Consulting
11/28/2024
Standard Chartered explores the sale of a small number of businesses to boost investment in its affluent franchise
The Group will concentrate its resources in these markets on serving the cross-border needs of global corporate and financial institution clients.
11/28/2024
NAB Private Wealth awarded Australia’s Best Private Bank for fourth straight year
Award recognises the bank’s commitment to delivering world-class private wealth services to high-net worth families and individuals and their evolving wealth needs.
11/28/2024
Partners Group invests record USD 1.2 billion in infrastructure secondaries in twelve months
The record investment level reflects the increasing opportunity set available in the infrastructure secondaries market.
11/28/2024
Fidelity and Maybank launch multi-asset fund in Malaysia
The MAMG Alpha Capital & Income Opportunities fund has been launched in Malaysia.
11/28/2024
Bowmore is latest win powering Nucleus’ growth
In total, Third has won the custody mandate for 10 new clients in the last year, including Capital Financial Markets, Lowes and Mountstone.
11/28/2024
Cazenove Capital’s sustainable funds partner with climate justice and environmental charities
Conservation of the ocean, protecting biodiversity, ensuring climate justice
11/28/2024
Impax Asset Management Group plc Results for the year ended 30 September 2024
The Company has made material strategic progress and delivered improved investment performance while focusing on operational efficiency and the control of costs.
11/28/2024
UBS returns to tap high net worth women’s wealth
The firm is targeting the rising number of rich women and family offices in the country
11/28/2024
HSBC hosts private markets summit for its global private banking clients
The first private markets conference for global private banking clients was held in Hong Kong by HSBC.
11/28/2024
SGKB sustainable fund duo receive first Citywire ratings
Raphaela Koch and Raphael Arn manage four eco-labelled multi-asset funds.
11/28/2024
UK wealth manager St James’s Place winds down property funds
The firm expects to liquidate most assets over two years, with investors receiving periodic returns.
11/28/2024
Independent Advisor Solutions forges alliance with Goldman Sachs
This move follows last month's launch of Independent Advisor Solutions and the "MiBLOX" collaboration with BlackRock.
11/28/2024
CFA to launch private wealth certificate next summer
Curriculum spans topics including managing multi-generational wealth to estate planning and alternative investments
11/27/2024
HSBC GPB opens new office in Kuwait
The opening comes over a year after HSBC GPB's market head at HSBC Kuwait is Rayan Kazerooni joined.
11/27/2024
Singapore Wealth Management Leader Joyce Woo on Ensuring Transparent, Rules-Based Client Solutions
Woo underscored the importance of a systematic, rules-based investment process and the value of separating advisory functions from investment decision-making.
11/27/2024
Nomura’s Strategy for Scalable Growth and Operational Excellence in Wealth Management
This focus on scalability, Ajit explained, has driven Nomura to develop a streamlined operational framework that reduces bottlenecks and enhances efficiency.