10/22/2024
WEXIT: Wealthy Brits Exit UK for EU Ahead of Budget
It is also worth noting that most of the companies on the FTSE 100 were started by individuals who went on to become centi-millionaires.
Wealth and Asset Management
10/22/2024
HSBC splits off UK and pins hopes on wealth in overhaul
HSBC's new CEO Georges Elhedery is overhauling the bank's structure, with the UK forming a core pillar.
10/22/2024
How RBC Brewin Dolphin’s £7.5bn MPS edged ahead of the pack
Successful use of in-house multi-manager funds and well-timed shifts in asset allocation have helped offset weaker performance from sustainable model portfolios.
10/22/2024
SJP drops Impax from underperforming £9.9bn fund
The loss represents a £774m drop in assets for the sustainable-focused investment manager.
10/22/2024
The growing case for investing in AI through private markets
Companies will also “consolidate” as the market adopts industry standards.
10/22/2024
Scandal Over Ex-Lover Cuts Billionaire WiseTech CEO’s Wealth
Over the last three weeks, the drip of revelations from a court battle with alleged former lover Linda Rogan has gripped Sydney’s business elite.
10/21/2024
Swiss Wealth Managers Shift Focus to Asia Amid Industry Changes
The rise of these Asian centers is partly due to the growing wealth in the region, with significant inflows from China, contributing to their rapid growth.
10/21/2024
Groupama AM acquires Inocap Gestion
Groupama Asset Management is accelerating its growth in the IFA market.
10/21/2024
New Rumors Surrounding VP Bank
This positions us well for the second half of our strategy, where we will accelerate profitable growth, building on an open wealth-capable IT platform, a regional target organization, and improved risk management.
10/21/2024
Söderberg & Partners invests in four more IFA firms
Cheltenham IFA Ltd has a wealth management proposition at its core and builds long-lasting relationships with its clients that regularly progress to the next generation.
10/21/2024
Where can wealth managers find opportunity when assets are in flux?
Firms will come under increasing pressure to deliver best-in-class client experiences
10/21/2024
Top 3 Société Générale Private Wealth Management Interview Questions
While it’s always a bit surprising to see an investment bank purposefully shrink its wealth management division, this approach by Krupa seems sensible.
10/21/2024
Future Growth Capital secures landmark approval for first UK-dedicated multi-asset LTAF
The UK LTAF is the first multi-asset LTAF to be dedicated to the UK market.
10/21/2024
Aberdeen firm is financial group’s latest acquisition
This acquisition brings Fairstone’s funds under management to more than £17 billion, with a client base exceeding 125,000 across the group.
10/21/2024
Amex to acquire UBS’s 50% stake in Swisscard
American Express is to become the sole holder of Swisscard.
10/21/2024
Janus Henderson joins European active ETF foray
The British-American asset manager targets Japanese equity through subsidiary’s new active ETF strategy.
10/21/2024
US Treasury Scrutinizes Private Credit
At this point, although it is too early to tell what the consequences of closer scrutiny are even though a larger factor may already be out there having a deeper impact on activity.
10/18/2024
Morgan Stanley’s Portfolio Risk Platform Wins 2024 Digital Wealth Management Impact Innovation Award
The Firm’s Portfolio Risk Platform has been recognized by Datos Insights for Advisor Enablement
10/18/2024
Wealth Beyond Borders: Standard Chartered Private Bank’s Global Approach to Wealth Management
Demir Avigdor, head of private banking UK at Standard Chartered, on sustainable solutions for UHNW clients.
10/18/2024
Canaccord Wealth marks two decades of supporting local charities
Launched in 2004, it has made over 350 donations to 200 charities - based in Guernsey, Jersey and the Isle of Man - amounting to more than £462,000.