04/09/2024
Increased pension annual allowance fails to entice higher earners
According to the survey, the average pension contribution for HNWIs was £35,400
Wealth and Asset Management
04/09/2024
Hampden & Co increases employment and profits in FY23
Hampden & Co, a UK private bank has shown that new client numbers increased by nearly a fifth (19%) in FY2023.
04/09/2024
UBS prepares for Switzerland’s ‘too big to fail’ regulation; EU banks at ESG rule disadvantage, warns industry group
Plus: Santander UK withdrawing from Lending Standards Board, and more
04/08/2024
Trinity Investments, Funds Managed by Oaktree Capital Management
The acquisition marks Trinity’s entry into Europe and extends relationships among the three firms
04/08/2024
Pictet WM's Jia on its endowment-style strategy for structured products
The firm’s multi-asset DPM head sees higher cash rates and lower equity volatility as opportunities for certain structured product plays.
04/08/2024
HSBC’s Quinn Targets Lifting Wealth Business in China, India
“I want an equally strong wealth management capability in mainland China, Singapore, for Asean, and in India.”
04/08/2024
Private Debt: A Time-Honoured Market Perspective
Private debt's growth does not hinge solely on shifts in monetary policy.
04/08/2024
TISE reports strong growth in new listings to begin 2024
The total market value of all listed securities stood at more than £670 billion at the end of the quarter.
04/08/2024
WealthSelect hits pause on adding to fixed income as inflation risk could delay rate cuts
The team believe the risk of a Fed induced hard recession has been reduced and the likelihood of a hard, soft or no landing is balanced.
04/08/2024
UBS JV to acquire Credit Suisse Japan wealth management business
UBS SuMi envisages that all of Credit Suisse's advisors and the wealth management assets they manage in Japan will be transferred to UBS SuMi following the merger of UBS and Credit Suisse, which is due to be completed by the end of June.
04/08/2024
Stanbic IBTC Bank wins big at the 2024 Euromoney Global Private Banking Awards
These awards recognise institutions that demonstrate exceptional performance in providing clients with superior advice, service and solutions.
04/08/2024
SJP expands VR adviser training with CII course
The Vulnerability VR empathy training programme is aimed to build vulnerable client support and soft skills for advisers in line with Consumer Duty.
04/05/2024
Brookfield Announces a Strategic Partnership with Soundcore Capital Partners and Heartland Paving Partners
The investment is to accelerate the platform's growth as it pursues further consolidation in the Upper Midwest market.
04/05/2024
WFW advises lenders on €175m 300 MW solar portfolio green financing - WFW
Grenergy Renovables is a global independent power producer (IPP) that designs, develops and implements large-scale renewable energy projects.
04/05/2024
Indosuez’s “Startup Connections” comes to Luxembourg
The idea seems simple: the asset manager advises entrepreneurs who have already found success, suggesting that they “give back” the support they once needed and got.
04/05/2024
StanChart ties up with Old Mutual for wealth platform
The partnership is looking to expand in the Middle East, Africa and Southeast Asia.
04/05/2024
Fixed income: Positive bias towards credit
Positively, we have continued to see investor-friendly announcements being made towards the asset class.
04/05/2024
Objectway continues its streak in the WealthTech100 for the sixth consecutive year
Chosen by a distinguished panel of analysts and industry experts
04/05/2024
BraddockMatthews and David Barrett Partners Combine to Create BraddockMatthewsBarrett
The merging of the two firms, which serve complementary segments of the investment management industry, creates a unique, compelling international executive search firm
04/05/2024
Vontobel launches 3-year maturity EM bond fund for A-rated PM
Three-year maturity aligns with current market conditions, says the fund’s manager.