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Wealth and Asset Management

04/30/2024

Maxim Group Expands its Fixed Income Group with the Addition of Stephen Read, Mark Koontz, and Tim Reilly

These additions position Maxim to expand its personalized services into new verticals, including bankruptcy claims and distressed bonds.

04/30/2024

J.P. Morgan Private Bank releases inaugural report on global family offices

Survey data reveals top objectives, investment preferences and management trends for ultra-high-net-worth families

04/30/2024

Fairstone makes changes to organisational structure to drive growth

The change has resulted in six managing directors being appointed with three joining the northern, central and southern regions of the UK.

04/30/2024

UBS elite unit gains access from Regenmacher

The team includes a few hand-picked dealmakers who are supposed to negotiate directly with the heads of corporations.

04/30/2024

The Vaudoise Group takes over the company Prevanto and becomes the market leader in actuarial advice for pension funds in Switzerland

This makes the Vaudoise Group the market leader in the area of ​​actuarial advice for pension funds.

04/30/2024

Brooks Macdonald partners with Sporting Wellness to promote financial wellbeing for sportspeople

As part of this partnership, Brooks Macdonald will provide financial wellbeing sessions designed to empower the athletes of Sporting Wellness’s charity partners

04/30/2024

Van Lanschot Kempen: first quarter 2024 trading update

Assets under management (AuM) rose by 6%, thanks to strong net inflows and a positive market performance.

04/30/2024

Coutts in Conversation: A Good Start to the Year for Investors

Our investment experts shared their current, positive market outlook and explained why they’re shifting from UK to global stocks at a recent client event.

04/29/2024

Indosuez WM aims to up private markets exposure with platform launch

The bank's head of asset management Qian Su is bullish about private markets, but cautions rate cuts could hit the performance of some strategies.

04/29/2024

Jupiter to keep £500m of flagship fund after manager’s exit

The fund sits in Jupiter’s Merlin range, which operates at a degree of separation from the wider group.

04/29/2024

NBK Wealth emerges as the largest local and regional wealth management group with AUM exceeding $20bln

The New Brand is a Strategic Step and Milestone, Empowered by the Group’s Strength

04/29/2024

Wealth Managers Adapt as Women Gain Economic Power

The industry is urged to better understand the financial behaviors and drivers for women to effectively communicate and provide services that resonate with them.

04/29/2024

Perpetual in talks with KKR for corporate trust and wealth management unit sale

A potential deal would help KKR further expand its investment management footprint in Australia and Perpetual turn into an asset management business.

04/29/2024

Private bank PKB doubles profits thanks to new strategy

PKB Private Bank made a profit of 16.8 million francs in the 2023 financial year .

04/29/2024

Deutsche Bank provides information about the legal dispute over the Postbank takeover

While Deutsche Bank continues to strongly disagree with such an assessment, the court's comments influence the bank's assessment of the likelihood of a future payment.

04/29/2024

Market concentration and return dispersion at a turning point

The dispersion in performance between the Magnificent Seven and the rest of the market has been very significant, underscoring the transformative power of AI in reshaping industries and market expectations.

04/29/2024

Bantleon boss eyes further growth after quadrupling AUM with takeover

Bantleon CEO Stephan Kuhnke outlines the challenges of taking over Warburg Invest last year and where the company wants to grow next.

04/29/2024

Macquarie Asset Management finances upgrade and expansion of three Midlands hospitals

The projects will help enhance the accessibility and quality of facilities for each hospital’s patients, visitors, and staff.

04/29/2024

Perpetual in talks with KKR for corporate trust and wealth management unit sale

A potential deal would help KKR further expand its investment management footprint in Australia and Perpetual turn into an asset management business.

04/29/2024

Manulife and Standard Chartered HK team up for private banking

Manulife and Standard Chartered Hong Kong have formally signed an agreement for private banking

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