04/20/2022
Tatton AM buys 50% of DFM for £7mn
Tatton AM said the DFM’s model portfolios and funds will complement its existing proposition.
Wealth and Asset Management
04/20/2022
Schroders Capital wins €100m private assets impact mandate
German insurance company Barmenia has selected Schroders Capital to run a portfolio of private assets.
04/18/2022
BNP Paribas Wealth Management COO for Asia on Elevating the Platform, Talent and Client Centricity for a Bright and Profitable Future
As the bank improves in all these areas, Long is confident the institution is readying itself for a focused, productive and profitable future.
04/18/2022
VP Bank takes on Asian rivals
The Vaduz-headquartered, boutique wealth manager has been quietly but steadily ramping up its Asian franchise in recent years with several strategic appointments.
04/18/2022
BlackRock: 75 Percent of Assets to be Net Zero-Aligned by 2030
BlackRock isn't alone in seeing carbon-intensive assets as necessary for transition.
04/18/2022
23 Advisors in the UBS Northeast Private Wealth Management Market Named to the Forbes/SHOOK Best-In-State Wealth Advisors List
“Congratulations to our advisors on this momentous industry recognition,”
04/18/2022
Santander Private Bank to recruit up to 20 advisors for Brazil biz
In order to capture and retain clients, the bank has been on a recruiting spree to attract top private banking talent.
04/18/2022
Swiss private bank sets up office in Dubai
ONE swiss bank expands its activities in the GCC and makes the opening of its office in Dubai official
04/18/2022
Harvesting Growth, Harnessing Change - Nikko AM
Russia-Ukraine conflict, lingering inflation concerns weigh on Asian stocks
04/14/2022
Brooks Macdonald flows up but funds fall 3.9%
The firm’s investments underperformed by 4.9 per cent over the quarter
04/14/2022
Zurich WM partners with Sygnum Bank to expand crypto offering
The wealth management firm will have access to a variety of products including direct investments into Bitcoin and Ethereum and exposure to tokens in sectors such as DeFi, the metaverse and gaming.
04/14/2022
JP Morgan wealth business registers 20% slump in Q1 profit
During the quarter, the unit’s assets under management (AuM) rose 4% to $3trn, on the back of cumulative net inflows and higher market levels.
04/14/2022
Goldman Sachs wealth management powers profit beat as M&A wave ebbs
The bank has been taking measures under Chief Executive David Solomon to diversify its revenue stream and earn more from predictable sources like consumer banking, wealth and asset management.
04/13/2022
Banks Rediscover Zurich's Bahnhofstrasse
Pictet is not only housed in one of the most beautiful examples of an Art Nouveau building in the city.
04/13/2022
Wealth management firms announce immediate merger
Both companies said the merger has “increased their capabilities in providing market leading investment solutions to the advisory market”.
04/13/2022
Larry Hatheway reflects on GAM exit and his new ‘action tank’
The founder of Jackson Hole Economics also discussed what Switzerland's tradition of direct democracy can teach his native USA.
04/13/2022
Geneva WM recommends underweighting equities
European stocks have more upside potential due to low valuations but they are more exposed to risk in case of a further escalation of violence in Ukraine and energy crisis, said the firm.
04/13/2022
Brooks Macdonald targets advice gap with female network
Female Folio will bring female investors together through networking events, with the aim of helping to close the investment gap.
04/13/2022
Keep it in the family with smart tax planning
We look at the best ways of helping your loved ones benefit from your wealth after you’ve gone by cutting your estate’s tax bill
04/13/2022
Broadridge Enhances Analytics, Enabling Asset Managers to Better Target Financial Advisors
Enhancement enables accelerated distribution and identifies advisor demand for fund and ETF products