02/14/2024
Twenty Four Wealth boosts $814M practice with acquisition
Connecticut firm has acquired a $150M firm in New Hampshire.
Wealth and Asset Management
02/14/2024
iCapital® Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios
Available today to over 350,000 US financial professionals, iCapital Architect further enhances iCapital’s technology suite
02/14/2024
M&G Wealth launches adviser tool ahead of LTA abolition
The tool can easily recognise whether allowances are higher under default or certificate rules.
02/14/2024
Abrdn shareholder sold out after ‘losing confidence’ in management: reports
The business has also restructured, closed or merged more than 250 of its investment funds.
02/13/2024
Macquarie Group 2024 Operational Briefing
The markets-facing businesses’ combined 3Q24 net profit contribution was substantially down on 3Q23.
02/13/2024
Wrise ME CEO talks leveraging tech to enhance GCC wealth management
Dhruba Jyoti Sengupta believes regional wealth management needs specialised tech platforms and more personalised offerings.
02/13/2024
Former private bankers from Credit Suisse get started in Solothurn
The former CS bankers say that the start was successful.
02/13/2024
Why Wealth Management Fees Have Remained Steady and DC Advisory Fees Have Declined
Lessons learned from the wealth management industry.
02/13/2024
Objectway named as a Strong Performer in analyst report on Digital Wealth Management Platforms
Objectway has been positioned as a Strong Performer in “The Forrester Wave™: Digital Wealth Management Platforms, Q1 2024” .
02/13/2024
Morningstar Wealth Adds SMAs from Asset Managers
Morningstar’s dedication to empowering advisors is core to why we implemented a manager selection process leveraging our renowned manager research team to provide a curated selection of investments available on the Wealth Platform
02/13/2024
Bank customers could save more than 13 billion francs
The savings potential for private investors with a securities account has increased in recent years.
02/13/2024
Our investment outlook for 2024 CGWM
There have been small pockets of opportunity, but most core asset markets and wealth management indices have lost ground since the start of 2022.
02/13/2024
Seeking Alpha: UBS's top gatekeeper sets sights on 'niche' fixed income
With the growth of the active ETF wrapper, Kristen Griffin is thinking about how to bring non-standard parts of the fixed income market to the wealth channel.
02/13/2024
'Connected Wealth' is a winning approach for SA's Top Private Bank
Nedbank Private Wealth took home an incredible 11 accolades at the 2023 Intellidex Top Private Banks & Wealth Managers Awards
02/13/2024
JP Morgan Global Growth & Income launches up to £40m fundraise amid wealth manager demand
0.6% premium to NAV
02/13/2024
Carlyle to launch new European Private Credit strategy for private wealth investors
The strategy is designed to generate income by tactically allocating assets to a wide range of credit strategies
02/12/2024
Brookfield Corporation Reports Strong 2023 Results
Distributable Earnings of $4.8 billion and Net Income of $5.1 billion for the Year
02/12/2024
Four prizes for Lombard Odier at the WealthBriefing Swiss Awards 2024, including Best Domestic Private Bank
The accolades recognise our banking expertise and the strength of our cutting-edge technologies in serving our clients.
02/12/2024
Monthly update: Markets continue positive performance
Despite a shaky start to the year, strong market data and rallying technology sector grew investor confidence.
02/12/2024
DBS Private Bank hires investment specialists for Thailand from CS
The Singaporean private bank continues to beef up its onshore and offshore Thailand teams with hires.