02/08/2024
BNP Paribas Partners with Blackstone for Private Credit Fund
BNP Paribas Banque Privée has solid internal expertise in private markets, enabling us to work with the best-in-class asset managers
Wealth and Asset Management
02/08/2024
Leonteq publishes full-year 2023 results
From the financial year 2024 onwards, Leonteq will continue to target a payout ratio of more than 50% of Group net profits including the potential launch of annual share buyback programmes if financial results permit.
02/08/2024
JTC Opens An Office In Austria
JTC Austria will offer a range of services to both private and institutional clients, forming part of JTC’s global business.
02/08/2024
Singapore: The gateway to Asia for financial intermediaries
This distinctive path has allowed us to tightly integrate relationship management and portfolio management, setting us apart from other asset managers.
02/08/2024
Canaccord Genuity UK reports 12.1% revenue increase in Q3
Client assets increase 1.4% year-over-year
02/08/2024
U.S. Fine Causes Pictet's Profits to Plummet
The reason for this is a fine that the bank had to pay to authorities in the tax dispute with the US.
02/08/2024
HNWs reducing pension contributions to support family
Money is mostly being given to help with mortgage payments, household bills, groceries, transport costs and higher education fees.
02/07/2024
Rothschild & Co advises on three winning deals from IFR
The IFR Awards have a global coverage, with the parallel Asia awards providing regional focus.
02/07/2024
Blackstone Opens Private Credit Fund to French Retail Investors
Asset manager aims to expand offer to other European countries
02/07/2024
Seven UBS advisor teams in Arizona named to the Forbes Best-in-State Wealth Management Teams 2024 list
Four of the teams are based in Phoenix, two are in Tucson, and one is in Scottsdale.
02/07/2024
Evelyn Partners agrees terms for Leeds office in new urban quarter
The move is expected to take place in the second half of the year.
02/07/2024
Pridham 2023: Rathbones and RLAM rare bright spots in brutal year for fund sales
In a miserable 2023 for active managers, Rathbones’ multi-asset range pushed it high up the sales leaderboard.
02/07/2024
Glarner Kantonalbank achieves very good annual results for 2023
The interest rate business is characterized by the SNB's sharp increases in key interest rates, which lead to significant shifts in the income statement.
02/07/2024
Amundi: Acquisition of Alpha Associates
The transaction increases Amundi’s offering of private markets funds and tailor-made solutions for its existing institutional clients globally.
02/07/2024
World renowned AI strategist joins 1fs Wealth advisory board
A digital cognitive AI strategist, author and experienced venture capitalist, Mark is the principal founder of Going Global Ventures.
02/07/2024
Amundi: 2023 4th Quarter and Annual results
Costs remained under control in an inflationary environment, enabling operating efficiency to be maintained at the best level of the industry.
02/07/2024
SEI Attracts Large European and Global Asset Managers with CIT Lineup
Turnkey Operational Platform Supports Asset Managers’ and Plan Sponsors’ Unique Demands
02/07/2024
FSCS puts Liverpool-based wealth manager into default
Towards the end of 2023, the firm was placed in special administration by the Financial Conduct Authority, following a court order.
02/06/2024
Mason Stevens partners with WA wealth management firm
WA-based wealth management firm Euroz Hartleys has partnered with Mason Stevens to utilise its outsourced chief investment office offering.
02/06/2024
Macquarie Asset Management makes strategic senior hire to support growth of global wealth business
In this role, Kimberly will be focused on driving successful distribution strategies for delivering both alternative and traditional investment capabilities to wealth investors around the world.