04/18/2024
A new chapter begins for Pictet in the summer
The wealth management boss for German-speaking Switzerland has been in office for a year and is now really getting started.
Wealth and Asset Management
04/18/2024
Raiffeisen makes company history accessible
There is still a branch of the Raiffeisenbank am Bichelsee at the site where the first Raiffeisenkasse was founded.
04/17/2024
The ‘masters of the universe’ are back in business
A new era of market volatility and higher interest rates is inspiring a comeback for the hedgies of Mayfair and Manhattan
04/17/2024
Arbuthnot Latham on why they shun UK equities
Usually, currency risk would be prevalent when investing in funds based abroad, as returns are converted back to sterling.
04/17/2024
Morgan Stanley First Quarter 2024 Earnings Results
Morgan Stanley Reports Net Revenues of $15.1 Billion, EPS of $2.02 and ROTCE of 19.7%
04/17/2024
Quintet partners with BlackRock to launch first in series of new funds
Quintet will use Aladdin, BlackRock’s proprietary investment technology platform, for its risk analytics and reporting.
04/17/2024
REYL Intesa Sanpaolo renews its partnership with Swiss Paralympic ahead of the 2024 Summer Paralympic Games in Paris
The Group aims to encourage their sporting career and personal development by enabling them to approach this important competition as confidently as possible and achieve their ambitions.
04/17/2024
CaixaBank Private Banking commits to independent advice with a new exclusive centre in Barcelona
The goal is to make it a benchmark for independent wealth advice in the city of Barcelona.
04/17/2024
Titan Wealth snaps up Bristol Planner Aspira
Earlier this week it completed the acquisition of Norwich-based Financial Planning firm Loveday & Partners which has around £600m of AUM.
04/17/2024
Liontrust suffers £6bn of outflows in year
In the three months to March 31, the firm saw outflows of £1.2bn but assets under management remained steady at £27.8bn over the period.
04/17/2024
Thurgauer Kantonalbank is expanding into online mortgages
In return, TKB will participate in Credex as a minority shareholder and will act as a lender on its mortgage marketplace in the future.
04/17/2024
Liontrust GF Pan-European Dynamic Fund launches with over €150m.
The new Fund uses the same investment process
04/17/2024
Endowus launches its full-service digital wealth platform; leading conflict-free investment advisory and fund distribution in Hong Kong
The full-service launch empowers Hong Kong-based investors with better choices, curated advice and control over their wealth.
04/17/2024
CEO Summit: Why customisation is the future
This is part of a general drive to bring institutional approaches to wealth platforms says another participant.
04/16/2024
Sanctuary brought in $4.9m through asset manager partner program in 2023
Sanctuary made the money via a strategic partnership program, sources told Citywire.
04/16/2024
BNP Paribas has signed an agreement with Fosun Group to acquire its stake in ageas
BNP Paribas Group acquisition of a minority stake in ageas does not modify any term of this historic and strategic partnership.
04/16/2024
The UAE is attracting HNWs – and wealth managers are following
Some 4,500 millionaires moved to the UAE in 2023.
04/16/2024
Responsible Investment: Two Swiss Asset Managers Among Global Top 10
Both UBS Asset Management and Pictet Asset Management, headquartered in Switzerland, secured positions in the coveted Top 10.
04/16/2024
Tatton pauses on buys as MPS valuations soar
CEO Paul Hogarth says that the firm is focusing on organic growth after another strong trading period for the business.
04/16/2024
First Global Catalytic Capital Marketplace Co-Axis Unveils 70+ Solutions from 40+ Countries to Speed Up and Scale Impact
Co-Axis aims to unlock risk capital and harness the power of community to scale and speed up impact innovations tackling the world’s greatest sustainability challenges.