11/29/2023
SimplyBiz launches additional support package for discretionary wealth management firms following regulator’s ‘Dear CEO’ letter
It also gives firms an insight into the supervisory activity the FCA intends to carry out.
Wealth and Asset Management
11/29/2023
Goldman Sachs to accelerate Japan push, wealth management head says
Marc Nachmann sees investment banking connections opening doors to unique deals
11/29/2023
Odey AM applies to cancel FCA authorisation
Winding down process
11/28/2023
Generational Wealth Advisors Recognized by D Magazine as a 2023 Top Wealth Manager
The finalists are selected based on several criteria, including whether planners maintain a strict fiduciary duty to their clients in wealth management and investment advisory services.
11/28/2023
Indosuez Wealth Management wins two Global Private Banking Awards
The awards recognise Indosuez's expertise and its ability to offer tailor-made, creative and high value-added solutions to its clients, particularly UHNWs, by drawing on its experts around the world.
11/28/2023
Indosuez Wealth Management Italy wins the "Wealth Protection" award
This award recognises our bank's ability to protect large assets in an uncertain and ever-changing scenario.
11/28/2023
Waverton sees £500mn of inflows from advisers in past year
The firm has 700 advice firms as clients.
11/28/2023
SJP: More Wealth, More ESG Focus
The wealthiest Hongkongers and Singaporeans prioritize ESG and sustainability factors the most when investing, according to a survey by St. James’s Place (SJP) Asia.
11/28/2023
Integration: UBS is reorganizing CS's client advisors
This now also includes the advisors who serve wealthy “affluent” customers in the home market of the acquired bank.
11/28/2023
Bank CIC (Switzerland) AG presents its strategy and development goals for the next four years
To achieve this goal, the Swiss bank announces a capital increase of 300 million Swiss francs in the first half of 2024.
11/28/2023
Mercia Asset Management starts share buyback as cash soars
The first six months of FY24 have witnessed record revenues derived predominantly from Mercia's profitable and cash-generative third-party fund management operations.
11/28/2023
Guiding asset managers through SFDR implementation
For this fund, the client wished to ensure their fund documentation and website accurately reflected their investment process and complied with ESG regulatory requirements.
11/28/2023
Customer churn: “AI brings advisors to cases that would otherwise go undetected”
Companies in all industries are exploring how they can reorganize their business using AI.
11/28/2023
Tokenbridge launches platform to streamline wealth management
Tokenbridge offers an open-architecture and blockchain agnostic solution that not only drives tech stack optimization but also reduces complexity, risk and cost while enabling hyper-personalization.
11/27/2023
The Disconnect on Alts Between Asset Managers and Financial Advisors Persists
Despite a growing number of new products, a survey shows investment firms aren’t meeting the demands of wealth managers.
11/27/2023
Private markets firms raid banks and asset managers for talent
Half of the 68 hires in the last three years joined wealth solutions teams at big groups.
11/27/2023
Fidelity plans multiple fund launches in China to tap growing wealth management, pension demand
The London-headquartered investment manager plans to use Hong Kong to tap the Greater Bay Area market
11/27/2023
How Piguet Galland Is Successfully Navigating the New Challenges Facing the Swiss Financial Centre
With inflows from new clients reaching CHF 451 million—and much of this growth originating from local clients in the French-speaking Swiss market—our key strategy of proximity to our clients continues to reap rewards.
11/27/2023
Macquarie Asset Management launches first Australian active ETFs
The funds face stiff competition from other active ETF managers
11/27/2023
Julius Baer Update on private debt exposure in light of recent market developments
The Group confirms that this amount was primarily related to the single largest exposure in its private debt loan book.