06/28/2024
The Matthews Group at UBS Ranked a Top Wealth Management Team by Barron’s, Forbes
The team also was named last year to the Forbes America’s Top Wealth Management Teams - Private Wealth list for 2023.
Wealth and Asset Management
06/28/2024
Labuan IBFC Inc. and STEP Malaysia jointly host wealth management and estate planning event
This inaugural event shone a spotlight on wealth management ecosystems both in Malaysia and Labuan IBFC
06/28/2024
Schroder Investment Solutions celebrates third anniversary as AUM passes £6 billion
This award-winning proposition has attracted 238 new adviser firms since launch, bringing the total number of firms that have signed terms of business for SIS model portfolios to 349.
06/28/2024
Tavistock shares jump after it confirms talks with Saltus
Citywire reported yesterday that private equity-backed Saltus has made a bid for Tavistock’s national advice business.
06/28/2024
RF Group taps core vendor ERI to power its Caribbean banking operations
RF Group joins a growing list of Caribbean financial institutions to adopt ERI’s Olympic Banking System
06/28/2024
TEAM “well-placed for international growth on back of wealth exodus”
In March, TEAM raised £1.8 million in capital and is currently in advanced discussions with a strategic investor for additional funding and deeper collaboration.
06/28/2024
Indonesia eyes regional wealth management hub status but ‘trust’ needed to attract investors
Issues with Indonesia’s institutional capacity and governance could deter future investors, while legal changes may also be needed, analysts say
06/28/2024
Krutham survey reveals SA's top private banks and wealth managers
The Krutham (formerly Intellidex) Top Private Banks & Wealth Managers survey results were unveiled at a June 25, 2024 awards ceremony.
06/27/2024
EQ Investors hit by IT security breach
Wealth and advice firm’s client portal is currently down after sensitive client information was impacted over the weekend.
06/27/2024
From zero to £37bn in 16 months: Inside SJP’s Polaris funds
St James’s Place’s multi-asset fund range is close to overtaking Vanguard LifeStrategy in size less than two years after its launch.
06/27/2024
EFG Private Bank launches Independent Asset Management platform for UK
Head of independent asset managers UK Ian Wright to oversee
06/27/2024
Wealth managers comment on challenges facing next UK government
The figures released by the Office of National Statistics were a huge disappointment, as for the first quarter of this year the fastest growth for two years was recorded ending the recession.
06/27/2024
UBS Creates New Wealth Unit in Khan, Karofsky Strategy Reboot
GWM Solutions to bring various wealth offerings together: memo
06/27/2024
BlackRock muscles into private assets market for wealth clients
BlackRock views the US wealth market as one of its biggest growth opportunities.
06/27/2024
Liontrust profit drops 23% after outflows worsen in 2023
Despite an uptick in the asset manager’s share price since the start of the year it has continued to bleed funds
06/27/2024
How should I invest in tech?
We think the adoption of AI will unlock value across a number of sectors.
06/27/2024
Sygnum Onboards 20+ banks to Enable Regulated Crypto Services For Third of Swiss Population
This enables their end-clients to buy, hold, trade, earn, and transfer cryptocurrencies in a fully regulated environment.
06/27/2024
Nikko Asset Management and Tikehau Capital Finalise Strategic Partnership in Asia
Includes distribution agreement, establishment of joint venture, and Nikko Asset Management acquiring an equity stake in Tikehau Capital
06/27/2024
Should private banks keep or close their Hong Kong NRI desks?
With Hong Kong's NRI population dwarfed by those in Singapore and Dubai, private banks are rethinking their desks dedicated to the diaspora.
06/26/2024
Driving Personalized Financial Engagement in Wealth Management: St. James’s Place Approach
How St. James’s Place leverages Salesforce’s Financial Services Cloud and Ortec Finance’s OPAL