10/27/2023
Fiduciary Trust expands its $94B firm to ‘Wall Street South’
The Franklin Templeton subsidiary says the South Florida market is an important one.
Wealth and Asset Management
10/26/2023
Barclays appoints Head of Sustainable and Impact Banking, Asia Pacific
She will report regionally to Vanessa Koo, Head of Investment Banking, Asia Pacific.
10/26/2023
Close Brothers hires Investec Wealth’s Peter Horton
Horton makes the move after 17 years at Investec Wealth
10/26/2023
Room Zero Announces Deal With Jupiter Asset Management
Room Zero’s cloud-based software eliminates duplication of effort and silos, allowing multiple departments across a single firm to work and process common information.
10/26/2023
Swiss Life Asset Managers expands index-based investment business
Swiss Life Asset Managers is a leading European provider with a wide range of investment solutions and a wealth of experience in this investment segment.
10/26/2023
Why private banking should include a female focus
The industry’s mindset and offering is too often still geared to yesterday’s realities, where men were overwhelmingly the clients.
10/26/2023
Boris Collardi and Murat Yakin's joint bet
The application has been live for three months and has already been downloaded more than 100,000 times.
10/26/2023
Stifel CEO Lauds Wealth Amid Slump in Dealmaking
Wealth management goes up, and the institutional business does down by an equal and like amount.
10/26/2023
Secrets of High Net Worth individuals
Reaching and engaging High Net Worth consumers has always been a tantalising challenge.
10/26/2023
UBS AM merges sustainable corporate bond funds
The UBS Corporates Active Climate Aware fund had underperformed its benchmark over five years.
10/26/2023
Private markets manager opens Geneva branch
The new office is managed by Carlos Arias, who formerly worked for Edmond de Rothschild.
10/26/2023
Pictet AM’s European direct lending fund hits €200m target at first close
The newly launched Article 8 fund will focus on financing European lower mid-market private companies.
10/26/2023
Odey Asset Management to wind down subsidiary
A notice for compulsory strike off has been filed for the firm, with a document being processed which will be available in the next 10 days.
10/26/2023
The billionaires and the bank: the tussle at the top of Mediobanca
Shareholders to vote on competing board candidates in a power struggle over the future of the Italian group
10/25/2023
Stansberry Asset Management: Excellence in High Net Worth Wealth Management Management Firms
In an era where financial landscapes are evolving at an unprecedented pace, SAM consistently demonstrates agility and adaptability.
10/25/2023
DBS Thought Leadership's Latest Report Highlights Innovative Impact Driven by Asian Family Offices
To aid in this, their family offices need to adapt, addressing fresh challenges like tax, risk, and family governance.
10/25/2023
Deutsche Bank reports nine-month 2023 profit before tax of € 5.0 billion and raises capital outlook
Strong capital management and enhanced capital outlook support business growth as well as acceleration and expansion of distribution goals
10/25/2023
Brook Asset Management begins wind-up process
First Gazette notice
10/25/2023
St James’s Place suspends trading in £820m property fund
The UK wealth management firm is headquartered in Gloucestershire with offices around the UK
10/25/2023
UBS Rolls Out the Welcome Mat for More Credit Suisse Analysts
A team of Credit Suisse senior researchers has moved to UBS, as the banks continue their integration journey