07/29/2024
Quilter launches second iteration of inclusion and diversity action plan
The new plan builds on the positive changes achieved thus far and continues to prioritise solutions with measurable impact with long term sustainability at the fore.
Wealth and Asset Management
07/29/2024
Private Banks Unimpressed by China’s Third Plenum
Onlookers hoped for signs of a swift economic turnaround.
07/29/2024
J Safra Sarasin backs small caps in ‘major rotation’
The Basel-based private bank says that small-caps suffered when interest rates were rising, but are now part of the way through a recovery.
07/29/2024
SJP advisers fear plummeting practice valuations amid debt worries
Are SJP raising funds to support the market?
07/29/2024
Channel Islands at forefront of Citywealth International Financial Centre Awards shortlist
The list is now released by the judges and the public vote is open to allow the global private wealth industry to have their say.
07/29/2024
UnionBank Private Banking reaffirms its commitment to helping clients grow and transition wealth across generations
UnionBank Private Banking treated guests to a top-tier experience as an expression of gratitude for the trust and partnership accorded to them by their clients.
07/29/2024
S64 Announces Successful Close of Series A Funding Round with investments from HPS Investment Partners and Sumitomo Mitsui Trust Bank
This investment will support the firm’s ambition to unlock rising demand from private investors seeking access to a leading range of global alternative investment opportunities.
07/26/2024
Multigenerational wealth – how to keep it in the family
The statistics are regularly quoted, probably because the warnings Roy Williams gave alongside the findings have still not been heeded.
07/26/2024
Top 1 percent bags over $40 trillion in new wealth during past decade as taxes on the rich reach historic lows
This week G20 Finance Ministers are expected to lay the foundations of a groundbreaking global deal to increase taxes on the super-rich.
07/26/2024
Future Leaders Awards Shortlist 2024
Accountant of the Year – Associate
07/26/2024
Risk Management in Consulting and Wealth Management: Adequacy and Portfolio Analysis
One of the most impacted aspects is portfolio risk management . Regulation requires rigorous monitoring of market, credit and liquidity risks for the assets of private clients advised.
07/26/2024
Vontobel delivers strong profitability, stabilizes institutional flows and advances strategic priorities
This transaction marks a milestone in Vontobel’s private markets strategy and provides investment capabilities in the fast-growing private infrastructure segment.
07/26/2024
Franklin Templeton and SBI Form JV For Digital Assets
Franklin Templeton and SBI Holdings have signed a Memorandum of Understanding to establish a joint venture in Japan
07/26/2024
China's third plenum: private banks expected more clarity
The plenum saw top Chinese officials discuss policies to raise consumption, boost innovation and the local property market.
07/26/2024
Man Group Half year results
We were also pleased to record net inflows of $0.9 billion during another challenging period for asset raising in the industry.
07/26/2024
UBS to sell the Credit Suisse Insurance Linked Strategies Ltd business to its management team
Upon closing, CSILS will operate independently from UBS under a new name and will continue to manage the funds and single investor fund mandates.
07/26/2024
Jupiter investors accelerate exodus over departure of star stock-picker
Pre-tax profits meanwhile rose 11 per cent per cent to £38.7m.
07/25/2024
Sygnum Posts Profit and Sets Stage for MiCA-compliant expanded EU Market Entry
Business performance is enabled by expanded trading features and platform, strategic partnerships with leading digital asset and TradFi financial institutions, and a diverse, international team now over 250-strong.
07/25/2024
Asia wealth firms target doubling of assets under management to US$260 trillion by 2026
About 11 per cent of Asian high-net-worth clients’ assets are currently invested outside their home markets
07/25/2024
Amundi launches two multi-asset funds in Thailand
Amundi and Kasikorn Asset Management have raised €153m following the launch of two multi-asset funds.