09/20/2024
Itaú Private Partners with Addepar to Deliver a Comprehensive Global Investment Solution
Exclusive collaboration enhances wealth management services with cutting-edge data aggregation and performance reporting tools
Wealth and Asset Management
09/20/2024
UK wealth managers and IFAs see rising interest in leveraged exposure
The study has revealed that 85% of UK-based wealth managers and IFAs report that their clients have invested in financial instruments that offer leveraged exposure.
09/20/2024
Raiffeisen stamps deal with Soven 1 Holding to sell Priorbank JSC
RBI signs a contract to sell Priorbank JSC to Soven 1 Holding Limited.
09/20/2024
World’s biggest millionaire boom draws wealth managers to Taiwan
A bank predicts the number of millionaires in the territory will grow by half in the five years to 2028, reaching almost 1.2 million
09/20/2024
What the original Top 30 did next: Hannah Buxton, Coutts
In a new feature, we catch up with some of the wealth managers from our early Top 30 under 30 classes.
09/20/2024
Saffery Trust named Trust Company of the Year at 2024 STEP Private Client Awards
The firm was also recognised for its contribution to its community
09/19/2024
Williams Jones Wealth Management Named to Barron’s 2024 Top 100 RIA Firms List
Williams Jones offers a wide range of services, including investment management, financial planning, retirement planning, estate planning, and philanthropic guidance.
09/19/2024
Deutsche Bank strengthens its comprehensive advisory approach and invests in digitalization
Deutsche Bank remains the bank for clients looking for high-quality advice.
09/19/2024
Close Brothers agrees sale of Close Brothers Asset Management to Oaktree
The Transaction is expected to complete in early 2025 calendar year and is conditional upon receipt of certain customary regulatory approvals
09/19/2024
Close Brother Preliminary Results for the year end to 31 July 2024
The FCA's review of historical motor finance commission arrangements announced in January introduced significant uncertainty for the group.
09/19/2024
Swiss Private Bank Donates Digital Artwork to Kunsthaus Zurich
This immersive artwork is based on glacier data and innovatively visualizes the dramatic effects of climate change.
09/19/2024
Wealth platform Wrise expands in Hong Kong as more family offices set up shop
The company is an independent platform that is linked with 150 financial partners, including Goldman Sachs, JPMorgan, UBS and others
09/19/2024
M&A, regulation, ChatGPT: what is giving wealth managers the biggest headache?
Take FN’s survey now and have your say
09/19/2024
Asset managers scramble to appease shareholders on strategy
New leaders have no time to lose and those who act quickly could be rewarded, research suggest
09/19/2024
Schroders Capital receives approval to launch UK Venture and Growth LTAF
LTAFs are vehicles designed to enable UK investors with longer-term horizons to invest in more illiquid assets, allowing them to take advantage of the robust returns and diversification benefits of private markets.
09/19/2024
Northern Trust boss: we’re only human after all
One of the key lessons of economic history is that technology alone cannot determine investment performance
09/18/2024
Knights of Columbus Asset Advisors Selects SEI for Custody and Technology
Stability, Flexibility, and Dedicated Service Deepen Strategic Partnership
09/18/2024
Newcomer Private Bank Nears 10 Billion Francs Mark
It now appears that this figure is approaching 10 billion francs.
09/18/2024
Partners Group teams up with Mediobanca Private Banking
The Italian bank’s high-net-worth clients will have access to Partners Group’s evergreen private equity strategy that’s been running for 17 years.
09/18/2024
Corum acquires Aargau asset manager
Independent asset manager Corum has acquired Menziken-based Sensusplus.