04/19/2024
Morgan Stanley Wealth Management Pulse Survey Reveals Bullish Sentiment Despite Drop in Optimism
Inflation and election concerns have increased.
Wealth and Asset Management
04/19/2024
ABN AMRO is doubling the number of Help with Banking advisers
Banking is becoming increasingly digitalised and also easier for many.
04/19/2024
Gary S. Williams of Williams Asset Management Honored in Forbes Best-In-State Wealth Advisors List for 2024
This marks the sixth year in a row of being named to this prestigious list of financial advisors.
04/19/2024
Coutts' approach to investing
How we decide where to invest our clients’ money – and how it’s working out.
04/19/2024
Raiffeisen publishes annual reports for 2023
It managed to grow in all business areas and gain market share.
04/19/2024
HNW advice firm partners with Multiply
This will be done by automating aspects of the onboarding and annual review processes for clients.
04/19/2024
Geneva-based Pictet AM debuts AI-powered global equities fund
The Luxembourg-domiciled fund will target an annual return before fees of 1.5% above the MSCI World index
04/18/2024
UBS, Nomura Battle to Win Rates Sales to Europe’s Ultra Rich
Switzerland’s biggest bank has been adding to its structured rates offering over the past six months.
04/18/2024
Brooks Macdonald funds under management rise in third quarter
During the third quarter, organic net new business fell by GBP294 million or 1.7%, but this was more than offset by investment performance rising by GBP642 million or 3.7%.
04/18/2024
UBS GWM's market team head for Malaysia and Singapore exits
The market team head had been with UBS GWM for almost two decades.
04/18/2024
Smead Capital's contrarian oil bet piques private bank interest
The $6bn US value house has been a long-term backer of the out-of-favour sector, which is now catching the eye of private banks looking to diversify away from the Magnificent Seven.
04/18/2024
New wealth management firm launched near York
The company, based near Pocklington, will cater to the financial needs of business leaders, landowners, and high net worth clients.
04/18/2024
Structured products proposition wins Best Performance Benelux award
The SRP Structured Products Awards are the most prestigious prizes within the industry and have been established to review the best-performing products and distributors of structured products in Europe.
04/18/2024
A new chapter begins for Pictet in the summer
The wealth management boss for German-speaking Switzerland has been in office for a year and is now really getting started.
04/18/2024
Raiffeisen makes company history accessible
There is still a branch of the Raiffeisenbank am Bichelsee at the site where the first Raiffeisenkasse was founded.
04/17/2024
The ‘masters of the universe’ are back in business
A new era of market volatility and higher interest rates is inspiring a comeback for the hedgies of Mayfair and Manhattan
04/17/2024
Arbuthnot Latham on why they shun UK equities
Usually, currency risk would be prevalent when investing in funds based abroad, as returns are converted back to sterling.
04/17/2024
Morgan Stanley First Quarter 2024 Earnings Results
Morgan Stanley Reports Net Revenues of $15.1 Billion, EPS of $2.02 and ROTCE of 19.7%
04/17/2024
Quintet partners with BlackRock to launch first in series of new funds
Quintet will use Aladdin, BlackRock’s proprietary investment technology platform, for its risk analytics and reporting.
04/17/2024
REYL Intesa Sanpaolo renews its partnership with Swiss Paralympic ahead of the 2024 Summer Paralympic Games in Paris
The Group aims to encourage their sporting career and personal development by enabling them to approach this important competition as confidently as possible and achieve their ambitions.