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Wealth and Asset Management

03/20/2024

German custodian bank is looking for more customers for a Swiss banking license

An independent offshoot of a proven custodian bank with German roots – this could really shake up the local cost structures and services for independent asset managers.

03/20/2024

DBS and JPMorgan AM offer Asia’s retirement investment portfolio

DBS and JPMorgan Asset Management offer Asia's first retirement investing portfolio that scales risk based on an investor's life stage.

03/20/2024

Top 50 IAM launches yield enhancement strategy AMC

Amadeus Capital already has several hundred million euros of internal capital invested in its yield enhancement strategy.

03/20/2024

Wealth managers remain cautious on crypto

Bitcoin is now regulated for some cryptocurrency activities.

03/20/2024

7IM acquires £430m AUM Midlands Planner firm

Under the terms of the deal Eastcote will maintain its brand and independent investment proposition.

03/19/2024

Integritas Wealth Partners have attained CISI Chartered Firm Status

CISI Chartered Firm™ status denotes that a firm is operating at the highest levels of trustworthiness and professionalism

03/19/2024

BBVA Group establishes a new investment advisory subsidiary in Miami

The BBVA Group has established a new investment advisory subsidiary, BBVA Global Wealth Advisors Inc, in Miami, catering to high net-worth Latin American clients.

03/19/2024

Aberdeen wealth managers surpass £150 million milestone

Since the turn of the year, funds under management have increased by a further £6.5m representing a strong start to 2024.

03/19/2024

Asia’s Top Beneficiaries of CS Wealth Talent Outflow

In Asia, deep cuts were expected to be spared, especially in the private banking unit where UBS is betting on strong continued wealth generation in the region.

03/19/2024

AssetCo shares down as annual loss widens, but managed assets rise

Revenue more than doubled to £15.0 million from £6.3 million.

03/19/2024

Edmond de Rothschild announces a strategic agreement and the acquisition of its third-party Asset Servicing business by Apex Group

As part of this agreement, Apex Group will also acquire Edmond de Rothschild's fund administration, transfer agent and custody activities for its Private Equity and Infrastructure funds.

03/19/2024

Close Brothers H1 Adj. Profit Rises - Quick Facts

Adjusted earnings per share was 46.3 pence compared to 6.1 pence.

03/19/2024

Paradeplatz: These are UBS’s plans for the CS headquarters

Paradeplatz 8 is also an integral part of this campus.

03/19/2024

HSBC Global Private Banking moves overweight global equities

HSBC Global Private Banking moves overweight global equities

03/19/2024

Key takeaways from our CIO private client dinner

Reviewing analysis from recent years, the recurring theme is that many predictions were misguided, with many completely wrong.

03/18/2024

Boomers Control America’s Wealth: How Gen X and Millennials Can Catch Up

Together, non-boomers make up more than 53% of the country’s households but control just 27% of the wealth.

03/18/2024

Wealth Managers Bet on More Fuel For Private Credit

Changing market conditions could act as headwinds

03/18/2024

Can UBS become Europe’s Morgan Stanley?

At the division’s first leadership conference for several years, Federer shared his experiences of coping with the pressure of being a tennis superstar.

03/18/2024

Julius Baer Expands RM Base in Asia

Within Asia, he said that there were positions in Hong Kong that the bank was seeking to fill.

03/18/2024

Iqbal Khan & Co are firmly in the race to succeed Ermotti at UBS

When it comes to replacing CEO Sergio Ermotti - Kelleher wants him to remain in office for at least four more years - he would also like to take his lead from the US institute.

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