05/29/2024
Wealth firms in the UK slow to adopt semi-liquid funds
The limited range of semi-liquid products and the question of suitability loom large for wealth managers, who largely prefer investment trusts to access private markets.
Wealth and Asset Management
05/29/2024
From Superbowl stardom to wealth management boardroom
Bennie Fowler, who won Super Bowl 50 with the Denver Broncos, reflects on his new career as Caprock’s director of strategic relationships.
05/29/2024
7IM enhances Pathbuilder range with ‘trend following’ strategy
Trend strategies have delivered strong performance during market turmoil and add a further layer of diversification and risk management to traditional passive strategies.
05/29/2024
Goldman Sachs moves to new office in Amsterdam, the Netherlands
The Amsterdam office will have space for up to 50 employees allowing for the ongoing expansion of Goldman Sachs’ activities in the Netherlands.
05/29/2024
Ex-Alpian CEO secures CHF 1.5m to launch private banking platform
Light Frame’s pre-seed financing round was led by ATX Venture Partners and New Stack Ventures.
05/29/2024
Stratos Welcomes Spain & Smith Wealth Advisors
Firm to Leverage Stratos Wealth Advisors' Advanced Technology and Comprehensive Practice Management Support to Enhance Growth
05/29/2024
Pantheon partners with iCapital to expand access to specialist evergreen semi-liquid private equity solution
Partnership also includes solutions targeting markets with growing demand across Europe, the Middle East, Latin America and Asia
05/29/2024
Three UBS Advisor Teams in the Philadelphia D.C. Wealth Management Market Recognized by Barron’s
These teams are among the best in the business and are dedicated to serving each client’s needs.
05/29/2024
Barron's Advisor Top 250 Private Wealth Management teams 2024
This prestigious national recognition underscores the dedication and expertise of every team member.
05/29/2024
Beyond wealth management: elevating life with Metrobank
Clients benefit from an extensive range of investment options, including securities and structured products, managed by a team of dedicated specialists.
05/29/2024
HSBC Strengthening Ties Between Key Regional Wealth Hubs
At the same time, the city-state, on the other side of the spectrum, has focused on more specialized disciplines such as wealth management and private banking.
05/28/2024
ABN AMRO announces the acquisition of Hauck Aufhäuser Lampe, strengthening top 3 position in wealth management in Germany
These entities and HAL have closed a co-operation agreement to continue offering the successful One-Stop-Shop service offering in the market.
05/28/2024
Transition tipping points are turning nature into a new asset class: Transition Investment Summit 2024
Nature and nature-based solutions provide a clear path towards creating this net-zero world, and the reasons why were unpacked in a series of clear and convincing presentations and panel discussions throughout the day.
05/28/2024
NatWest share sale abandoned as election campaign derails plans
But the Treasury has confirmed the sale of NatWest shares will now not go ahead because of election plans.
05/28/2024
Bank platform struggles hamper wealth continuum ambitions
Obstacles such as siloed operations and legacy systems stand in the way of creating the right platform for banks to serve clients across its wealth continuum.
05/28/2024
HSBC Pursues Synergies in Wealth Management & Family Office Business Amid Strong Profit Growth in Asia
HSBC is committed to supporting its affluent clients with investment management, succession planning, and philanthropic initiatives.
05/28/2024
4M24: Net profit exceeds CHF 110 million; annualised NNA growth rate of 7.6%, corresponding to CHF 3.6 billion NNA
Return to more normalised hiring momentum during the reporting period with a total of 26 new CROs
05/28/2024
UBS: Sergio Ermotti’s Successor to Come From Within the Company
UBS may announce the names of the three potential successors, or possibly even female successors, at the general meeting next year, as further information suggested.
05/28/2024
This Banker Built Herself A $300 Million Fortune At JPMorgan Chase
This potential successor to Jamie Dimon is the lone woman banker on Forbes’ list of most successful self-made women.
05/28/2024
Neil Woodford: UK equities poised to rally after 20 years of underperformance
In his first interview for three years, the former star fund manager laid out reasons to be bullish on UK-listed companies and the wider economy