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Wealth and Asset Management

11/03/2023

Evelyn Partners expands into Tunbridge Wells with the acquisition of Creaseys Group Limited

The acquisition of Creaseys, is part of Evelyn Partners’ strategy of augmenting strong organic growth in its Professional Services business with selective acquisitions of high-quality firms with complimentary expertise to strengthen the group’

11/03/2023

Brookfield raises $6bn for infrastructure debt fund

Fund has already deployed over 50% of its commitments and attracted pension funds and family office investors.

11/03/2023

UBS is under pressure when it comes to costs

When it comes to the results for the third quarter of 2023, the waves are likely to be less high.

11/03/2023

Charles Stanley Direct launches new cash savings platform

Many large banks have typically been slow to pass on rate rises to savers and haven’t been doing so in full.

11/03/2023

Liontrust and Ashmore feel the squeeze as volatility rocks London’s asset managers

The bank has slashed its outlook for the amount of cash under management across the broad money management and retail investment sector by an average of 15 per cent from the full year figure last year.

11/02/2023

TriLake Partners Targets Expat Wealth in Thailand

Last month, TriLake Partners opened a new representative office in Bangkok after receiving approval from regulators.

11/02/2023

Rockefeller Asset Management Launches Fifth Equity UCITS Fund, Expands Small Cap Investment Solutions to Non-U.S. Investors

The Fund promotes environmental and social characteristics pursuant to Article 8 of the Sustainable Finance Disclosure Regulation.

11/02/2023

8th Annual Private Banking & Wealth Management Switzerland Awards Nominees announced

The awards are back in Switzerland but who will come away with the big prizes?

11/02/2023

Economic challenges make financial partners crucial to successful growth

The current economic climate presents challenges and opportunities for entrepreneurs, underlining the importance of a holistic and intelligent financial partnership, writes Franklin Asante, Head of Entrepreneurs at Coutts.

11/02/2023

Lombard Odier: HNWI Wants and Actions Don’t Match in Asia

On sustainability, nearly 61 percent of respondents think it is «essential or aspirational» to invest in the space.

11/02/2023

SIX and Swiss National Bank launch pilot project to issue wholesale CBDCs in Switzerland

Switzerland, the world's leading location for financial innovation, is taking a significant step forward with the collaboration of financial players to develop the digital financial markets of the future.

11/02/2023

Valiant reports very strong third quarter 2023

Operating result up 51.2% to CHF 169.3 million. Strategy implementation also on track.

11/02/2023

Fairstone expands operations into three areas with adviser deals

The deal boosts Fairstone’s existing presence in Wales to five offices and adds a fourth office to the firm’s growing footprint in the South West.

11/02/2023

Courtiers buys Norwich investment manager and eyes further deals

Wealth firm acquires Brunswick Investment Management, bringing its total funds under management to £1.1bn.

11/02/2023

Rockefeller Asset Management launches ESG equity Ucits Fund for European investors

Rockefeller Asset ManageThe asset management arm of Rockefeller Capital Management offers ESG-focused investment solutions, including US and global large-cap ESG equity strategies, as well as a climate solutions strategy, all available in the European mar

11/02/2023

Schroders launches two sustainability-focused equity funds

One of the funds - Schroder ISF Circular Economy- will focus on global investments in companies contributing to the transition to a circular economy.

11/02/2023

Barclays doubles African private banking business via Credit Suisse referral agreement

The bank is now serving billionaires and affluent families across South Africa, Nigeria, Ghana, and Kenya, with a particular focus on the agritech and fintech sectors.

11/02/2023

Will Goldman Sachs’s big bet on wealth management work?

David Solomon is counting on the newly merged division to close the bank’s valuation gap — and secure his job

11/02/2023

MM Meets… FNZ’s Alastair Conway: ‘I’ve got the best of both worlds’

The UK, Middle East and Africa CEO is relishing his main task of furthering FNZ’s mission of ‘opening up wealth’

11/01/2023

Charting the Future of Family Wealth Management in the UAE: the DIFC Family Wealth Centre - October 2023

This initiative recognizes and supports the needs of HNWIs and families, and offers a hub of knowledge, guidance, and accreditation that will support their enduring success.

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