03/14/2024
Baird Adds The Palm Financial Group to Madison West Office
The firm also has an office in Downtown Madison.
Wealth and Asset Management
03/14/2024
J.P. Morgan Wealth Management and Entrepreneur Daniella Pierson Will Host Event to Help Women Build Financial Freedom
With the BE A BREADWINNER brand, Daniella Pierson wants to provide informative, inspiring, and actionable content to anyone interested in taking control of their future to achieve financial freedom and independence.
03/14/2024
ABN Amro Jumps on Wealth Management Bandwagon in Race for Fees
Many banks enjoyed record profits over the past year as the gains to revenue from higher interest rates surpassed the amount they had to pay out to depositors.
03/14/2024
New Endowus IncomeUp Portfolios Designed To Meet Passive Income Needs Of Hong Kong Investors At Different Life Stages
To cater to different investors’ needs for passive income, the newly launched Endowus IncomeUp Portfolios offer three options: IncomeUp Steady, IncomeUp Plus, and IncomeUp Growth.
03/14/2024
UBS Boss: We Need to Lean on Larger Clients to Lift Sagging Profits
The bank’s U.S.-based advisors, most of them already focused on high-net-worth and ultra-high-net-worth clients, must hunt bigger game, according to CEO Sergio Ermotti.
03/14/2024
VP Bank is on track with the implementation of its strategy, generating 10 per cent more profit than in the previous year
Net income for the year increased by 10.1 per cent to CHF 44.2 million.
03/14/2024
Is Singapore Better at Private Banking?
In 2023, it recorded a net profit of $7.7 billion.
03/14/2024
Singaporean bank UOB aims to double private wealth assets by 2026
Southeast Asia is also a key wealth growth driver in the region.
03/14/2024
Blue Owl takes aim at wealth market with investments in alts firms
US private markets firm has a near 50/50 split when it comes to fundraising from institutional and wealth clients.
03/14/2024
Thurgauer Kantonalbank acquires minority stake in sustainable boutique
Thurgauer Kantonalbank has acquired around 25% of share capital at Arete Ethik Invest.
03/14/2024
Leonteq launches three new ETPs+ in collaboration with Alquant
These products are combining Alquant’s cutting-edge quantitative risk signals with Leonteq’s expertise in product and investible index structuring.
03/14/2024
IQ-EQ shortlisted in Private Equity Wire European Credit Awards 2024
The awards recognise excellence in fund performance and service provider excellence across credit funds.
03/14/2024
Titan Wealth completes acquisition of North East IFA
It is the latest in a series of acquisitions for Titan which has said it has a target of £50bn under administration within the next five years.
03/14/2024
Partners Group launches semi-liquid funds for Europe’s and Asia’s wealthy
The new strategies focus on infrastructure and investments contributing to the UN’s Sustainable Development Goals.
03/13/2024
$4.1bn Avior Wealth Management pursuing capital raise
The Omaha, Neb.-based RIA is looking to take on a minority non-voting investor, chief executive Britt Campbell told Citywire.
03/13/2024
HNW investors demand better digital services from IFAs
Results showed that higher net worth investors are not averse to switching generally, as more than half had already switched providers in the past five years.
03/13/2024
Liontrust Asset Management says it is not in talks to buy smaller rival Artemis
Liontrust recently held early-stage discussions with Artemis about a potential tie-up
03/13/2024
The winner takes it all: Client experience in wealth management
Clients want frictionless digital experiences
03/13/2024
PKB launches crypto offering via Sygnum partnership
The bank’s customers can now trade bitcoin and ethereum.
03/13/2024
GBST upgrades its Salesforce based WealthConnect practice management system to enhance adviser efficiencies and client outcomes
The cloud-based solution now also boasts enhanced modelling