Managers of Wealth

Thurgauer Kantonalbank is expanding into online mortgages

In return, TKB will participate in Credex as a minority shareholder and will act as a lender on its mortgage marketplace in the future.

Liontrust GF Pan-European Dynamic Fund launches with over €150m.

The new Fund uses the same investment process

Endowus launches its full-service digital wealth platform; leading conflict-free investment advisory and fund distribution in Hong Kong

The full-service launch empowers Hong Kong-based investors with better choices, curated advice and control over their wealth.

CEO Summit: Why customisation is the future

This is part of a general drive to bring institutional approaches to wealth platforms says another participant.

Sanctuary brought in $4.9m through asset manager partner program in 2023

Sanctuary made the money via a strategic partnership program, sources told Citywire.

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.

The UAE is attracting HNWs – and wealth managers are following

Some 4,500 millionaires moved to the UAE in 2023.

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.

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.

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.

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.

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.

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.

MASECO Private Wealth Confirms Relocation to New Headquarters in Central London

The new office space will accommodate the 110 staff members

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.

Diversify Advisor Network Adds $645 Firm To Partner Platform

Delaware-Based Key Advisors Transitions From Independent To Employee Model

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.

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”.

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

GAM tech fund outsources management to Liontrust

The fund’s manager Mark Hawtin has agreed to join Liontrust.

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Wealth and Asset Management