04/17/2024
CEO Summit: Why customisation is the future
This is part of a general drive to bring institutional approaches to wealth platforms says another participant.
Wealth and Asset Management
04/16/2024
Sanctuary brought in $4.9m through asset manager partner program in 2023
Sanctuary made the money via a strategic partnership program, sources told Citywire.
04/16/2024
BNP Paribas has signed an agreement with Fosun Group to acquire its stake in ageas
BNP Paribas Group acquisition of a minority stake in ageas does not modify any term of this historic and strategic partnership.
04/16/2024
The UAE is attracting HNWs – and wealth managers are following
Some 4,500 millionaires moved to the UAE in 2023.
04/16/2024
Responsible Investment: Two Swiss Asset Managers Among Global Top 10
Both UBS Asset Management and Pictet Asset Management, headquartered in Switzerland, secured positions in the coveted Top 10.
04/16/2024
Tatton pauses on buys as MPS valuations soar
CEO Paul Hogarth says that the firm is focusing on organic growth after another strong trading period for the business.
04/16/2024
First Global Catalytic Capital Marketplace Co-Axis Unveils 70+ Solutions from 40+ Countries to Speed Up and Scale Impact
Co-Axis aims to unlock risk capital and harness the power of community to scale and speed up impact innovations tackling the world’s greatest sustainability challenges.
04/16/2024
UBS publishes updated time series with restated segment financial information reflecting previously announced changes with no impact on Group results
These changes improve the consistency of reporting across the Group and provide details around funding and cost allocation methodologies.
04/16/2024
Pictet AM launches ‘one-stop’ euro-denominated credit bond fund
Asset manager says strategy will have reduced currency risk and will aim to navigate volatility.
04/16/2024
BlackRock and Jio Team to Offer Wealth Management in India
By creating a brokerage firm, Jio and BlackRock hope to woo the growing number of Indian retail investors as that country’s stock market hits historic highs.
04/16/2024
MASECO Private Wealth Confirms Relocation to New Headquarters in Central London
The new office space will accommodate the 110 staff members
04/16/2024
BNY Mellon's AUM increases 2% in Q1 to $2 trillion
During the first quarter of 2024, BNY Mellon posted total net inflows of $17 billion in its investment and wealth management unit.
04/15/2024
Diversify Advisor Network Adds $645 Firm To Partner Platform
Delaware-Based Key Advisors Transitions From Independent To Employee Model
04/15/2024
Blackstone's Apac wealth head says PE must look beyond leverage
Ed Huang, the $1tn alternatives manager's Apac wealth head, also hailed the 'tremendous' opportunity in Japan and semi-liquid funds structures' resilience through market turbulence.
04/15/2024
Ruffer eyes job cuts as ‘down year’ hits hard
The company told the Financial Times that it had been “making changes needed to best serve existing and new clients in a fast-evolving industry landscape”.
04/15/2024
Proposed non-dom changes put HNW global mobility in the spotlight
Proposed changes to the UK’s non-dom tax rules as part of the latest UK budget have raised the issue of where families of great wealth choose to call home, writes Robert Moore, Director – UK at Jersey Finance
04/15/2024
GAM tech fund outsources management to Liontrust
The fund’s manager Mark Hawtin has agreed to join Liontrust.
04/15/2024
Third Financial reinforces commitment to HNW wealth market with latest signing
Third’s wealth platform is already providing Mountstone with new capabilities and efficiencies following a seamless migration of assets from its previous provider.
04/15/2024
BlackRock reworks soft-close limit on Swiss mid-cap fund
Asset management giant has upped the daily limit imposed at the end of last year.
04/15/2024
Loveday & Partners joins Titan Wealth
The company’s directors and its team of advisers and administrators will stay with the business