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Wealth and Asset Management

12/15/2023

10 Best Private Banks for High Net Worth Individuals in the UK: Unveiling Exclusive Banking Services

These institutions excel in offering bespoke services, ranging from tailored investment management to specialized lending solutions and comprehensive wealth planning.

12/15/2023

Kermitted Asset Management: Message in a battle

The chairman of Kermitted AM unveils an innovative way of attracting new flows towards, um, The Sector Formerly Known As Ethical

12/15/2023

Northern Trust Appointed to Provide Integrated Trading Solutions to Waverton Investment Management

Selected as Sole Provider of Trading Services, Agreement Also Sees Waverton Traders Join Northern Trust

12/15/2023

Winners of the Private Banking & Wealth Management Switzerland Awards announced

The awards have been announced in Switzerland but who will come away as the big winner?

12/14/2023

Credit Suisse Scraps Wealth Business in China

UBS currently holds one such license and it has not yet merged with Credit Suisse’s Chinese entities.

12/14/2023

NAB and Jarden Wealth to launch New Zealand wealth & asset management business

Under the Proposed Transaction, NAB and Jarden Wealth will each receive a cash payment along with a retained shareholding of 45% and 20% respectively.

12/14/2023

Cazenove Capital named Wealth Manager of the Year at the Environmental Finance IMPACT Awards 2023

These awards showcase emerging pockets of best practices across all asset classes and geographies, fostering excitement and optimism about the potential of impact investing.

12/14/2023

Sustainable Model Portfolio Service celebrates five years of growth and partnership

The team is supported by the wider LGT Wealth Management investment and research teams, along with LGT Private Banking's global sustainable investing platform.

12/14/2023

Inside Rathbones' £2.6bn fixed income operation

Meanwhile his colleague Stuart Chilvers runs the £200mn Rathbones High Quality Bond fund.

12/14/2023

GAM Holding AG announces update on strategy, expected 2023 financial results, and share buyback offer.

GAM expects to report an underlying loss before tax of between CHF 45 to 50 million for the full year 2023.

12/14/2023

Schroders’ Catherine Macaulay named Rising Star at Environmental Finance Impact Awards

Schroders’ Impact Investment Lead, Catherine Macaulay, has been named Young Professional of the Year/Rising Star award at this year’s Environmental Finance Impact Awards.

12/14/2023

SIX expects strong operating results for 2023

SIX remains strongly capitalized and plans to apply for a slightly higher dividend for 2023 than in the previous year.

12/14/2023

Because of Credit Suisse bonuses: UBS is targeting hundreds of bankers

At the time, CS wanted to cushion the shock of a bonus pool that was shrinking due to its imbalance.

12/14/2023

Man Group CEO Robyn Grew Says Asset Managers Ready for M&A Wave

London firm bought a controlling stake in Varagon this year

12/14/2023

Asian riches push private bankers to up their game

Region is projected to overtake the US for financial wealth by 2025

12/14/2023

Northern Trust Appointed to Provide Integrated Trading Solutions to Waverton Investment Management

The appointment followed a review by Waverton of its operating model intended to help align its operational structure with plans to expand its product range and investment capabilities.

12/14/2023

Access Bank provides high net worth individuals alternative avenues to invest

The event, held in Accra at the plush private banking lounge at the Iris branch, saw High Net Worth Individuals (HNWI) of the Bank meeting with investors and real estate operators under the Dubaiscapes franchise.

12/14/2023

iCapital to launch series of French funds to capture $15.7tn wealth capital

The fintech platform has partnered with IQ-EQ to set up domestic French funds.

12/14/2023

Double win for Julius Baer at WealthBriefing Awards

These awards are crafted to highlight outstanding organisations categorised by their specialisation and geography.

12/14/2023

Accuro rewarded “Highly commended” independent trust or fiduciary company at the tenth Wealthbriefing European awards 2022

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities

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