05/07/2024
Meet the former RAF pilot who is now Head of Wealth Management at Canaccord
From flying to finance!
Wealth and Asset Management
05/07/2024
UBS's first-quarter 2024 results
UBS 1Q24 net profit of USD 1.8bn and underlying PBT of USD 2.6bn; integration priorities on track
05/07/2024
Titan Wealth acquires Wigmore Associates Wealth Management
Wigmore provides advice to HNWIs in high value and complex circumstances
05/07/2024
Banks fortify wealth management while shuttering regular branches
Also at play is tightened government regulation put in place to curb household debt, which represents a loss of stable interest income for lenders.
05/07/2024
AC Bank redefines wealth management in the UAE
From advice to diverse investment opportunities, AC Bank's revolutionising private banking
05/07/2024
Northern Trust Named Best Private Bank in U.S. for Digital Wealth Planning, Digital Innovation
Financial Times and PWM Announce Wealth Tech Awards
05/07/2024
JP Morgan PB's Wolf says use US and Japan sell-off to up exposure
Strong earnings will power US and Japanese equities higher , predicts JP Morgan Private Bank head of investment strategy for Asia, Alex Wolf, who recommends overweights to both markets.
05/07/2024
International wealth group Kingswood confirms additional £3m debt facility
There is a repayment date of earlier of 29 October 2030 or date of an exit or partial exit; and a 12% interest rate, paid at maturity.
05/03/2024
Janus Henderson acquires NBK Wealth's private investment team
NBK Wealth's private investments team will join Janus Henderson as its new emerging markets private capital arm.
05/03/2024
York boss is a national wealth management winner
Her engaging commentary marks Lucy out as both a thoughtful leader and a great ambassador for the wider wealth management industry.
05/03/2024
Macquarie Group announces $A3,522 million full-year profit
Profit for the half year ended 31 March 2024 (2H24) was $A2,107 million
05/03/2024
Janus Henderson to acquire Tabula IM as part of European ETF market push
US asset manager also announces deal for NBK Capital Partners
05/03/2024
Deutsche Bank Aims to Double Southeast Asia AUM
Deutsche Bank plans to its double assets under management (AUM) for clients in Southeast Asia as well as the Middle East, over the next five years
05/03/2024
Vontobel awards visionary artists
The Swiss investment house Vontobel has been involved in the art world for years, particularly through the “A New Gaze” sponsorship award .
05/03/2024
Mirova pursues its commitment to equal opportunities with Vox Populi
In addition to the coaching workshops, Mirova’s teams also took the time to present a detailed overview of the various professions and career opportunities in impact finance.
05/03/2024
Why EdR hired five quants for its multi-management team
Assessing fund risk is getting easier due to increased resources, according to the bank’s fund research head, Alexander de Bruin.
05/03/2024
The evolution of wealth management in the Middle East
For economists, it has always an area of geopolitical focus.
05/03/2024
UBS division is apparently facing tough austerity cuts
The possible savings apparently also affect the personnel, including those who have previously worked for the CS rear service in Switzerland.
05/03/2024
Sale of Kairos to Anima successfully completed
As per today’s closing date, Kairos has been deconsolidated from Julius Baer Group.
05/03/2024
Julius Baer CEO eyes gains from Credit Suisse's fall -media
Julius Baer is Switzerland's largest private bank.