05/30/2024
Cazenove Capital wins Magic Circle Impact/ESG Manager of the Year Award
Award winners are selected by a panel of experienced industry professionals as well as votes from industry peers.
Wealth and Asset Management
05/30/2024
Impax Asset Management Group plc Interim results to 31 March 2024
Business showed its resilience with an increase in net number of institutional accounts; £2.7 billion of net outflows came largely from wholesale channel in Europe
05/30/2024
Wealth Dynamix and Oxford Risk forge strategic partnership to revolutionise client engagement with behavioural science
Together, Wealth Dynamix and Oxford Risk are committed to reshaping the future of wealth management by placing the client at the centre of the experience.
05/30/2024
Marlborough buys ‘significant’ stake in HK wealth firm
Marlborough’s investment will fund Hong Kong-based BMP Wealth’s expansion into the Greater Bay Area and Singapore.
05/30/2024
Spear’s 500 Live 2024: the highlights
The premier live event for private client professionals lived up to its billing, with notable contributions from Neil Woodford and Nick Candy
05/30/2024
HSBC Unveils Private Banking AUM Target for MENA
The MENA region is currently the largest contributor to HSBC’s Swiss private banking unit.
05/30/2024
Client complains to SJP after name mix up
Policyholder Mark Bradford said he has complained to the wealth manager after he had cause to believe his data had been compromised.
05/30/2024
HSBC targets lending against fast-growing private assets after adding SVB’s UK unit to its portfolio
HSBC to leverage its balance sheet strength to finance wealthy clients’ fast-growing private asset portfolios
05/30/2024
Blackstone buys $1B mortgage portfolio from German bank
Multifamily, office and hospitality properties backing Deutsche Pfandbriefbank loan pool
05/30/2024
Ortec Finance: 8% of advisers and wealth managers believe company will not meet Consumer Duty deadline
FCA Consumer Duty compliance deadline 31 July
05/30/2024
Lombard Odier research identifies expats’ motivations for relocating to the UAE
The study highlights the strong draw of the UAE for Western expats, more than 40% of whom cite high quality of life and investment opportunities as the primary drivers for moving to the region.
05/30/2024
Broadridge Acquires AdvisorTarget, Expands Capabilities to Help Asset Management and Wealth Firms Transform Digital Distribution and Marketing
Combining forward-looking advisor intent data with asset holding data enables precision-targeted, cost-effective digital marketing and sales strategies
05/29/2024
Wealth firms in the UK slow to adopt semi-liquid funds
The limited range of semi-liquid products and the question of suitability loom large for wealth managers, who largely prefer investment trusts to access private markets.
05/29/2024
From Superbowl stardom to wealth management boardroom
Bennie Fowler, who won Super Bowl 50 with the Denver Broncos, reflects on his new career as Caprock’s director of strategic relationships.
05/29/2024
7IM enhances Pathbuilder range with ‘trend following’ strategy
Trend strategies have delivered strong performance during market turmoil and add a further layer of diversification and risk management to traditional passive strategies.
05/29/2024
Goldman Sachs moves to new office in Amsterdam, the Netherlands
The Amsterdam office will have space for up to 50 employees allowing for the ongoing expansion of Goldman Sachs’ activities in the Netherlands.
05/29/2024
Ex-Alpian CEO secures CHF 1.5m to launch private banking platform
Light Frame’s pre-seed financing round was led by ATX Venture Partners and New Stack Ventures.
05/29/2024
Stratos Welcomes Spain & Smith Wealth Advisors
Firm to Leverage Stratos Wealth Advisors' Advanced Technology and Comprehensive Practice Management Support to Enhance Growth
05/29/2024
Pantheon partners with iCapital to expand access to specialist evergreen semi-liquid private equity solution
Partnership also includes solutions targeting markets with growing demand across Europe, the Middle East, Latin America and Asia
05/29/2024
Three UBS Advisor Teams in the Philadelphia D.C. Wealth Management Market Recognized by Barron’s
These teams are among the best in the business and are dedicated to serving each client’s needs.