02/06/2024
Pacific Asset Management appoints Head of US Institutional Business Development
He will report to Global Head of Institutional Sales, Mary Murphy.
Wealth and Asset Management
02/06/2024
Michael Aked appointed as Senior Investment Manager, Credit Suisse Wealth Management
He brings to both the Australian and wider Credit Suisse Wealth Management teams,
02/06/2024
Kingswood buys £111m AUM Irish Financial Planner
The company has made more than 16 acquisitions since the start of 2021.
02/06/2024
Straightening out the yield curve’s recession signal
The yield curve has now been inverted since July 2022, its longest negative stretch in more than four decades.
02/06/2024
UBS's fourth-quarter and full-year 2023 results
Maintained capital strength with CET1 ratio of 14.5% and CET1 leverage ratio of 4.7% comfortably above guidance
02/05/2024
SJP 3.0: How Justin Onuekwusi wants to shake up the troubled wealth giant
The LGIM recruit says ‘strong client outcomes’ are the ultimate goal of his plans to revamp St James’s Place’s investment proposition and future-proof the business
02/05/2024
WiseAlpha expands into wealth management
WiseAlpha is growing into the domain of wealth trading and banking solutions.
02/05/2024
$1.3 Billion Advisor Team Joins UBS in Albany, New York
James Hart brings over 30 years of wealth management experience to UBS.
02/05/2024
Zuger Kantonalbank achieved very pleasing annual results for 2023
The economic outlook for 2024 is mixed.
02/05/2024
Anna Bretschneider: “The challenges are looking for me”
Now, like the entire financial industry, we had to face new and previously unknown challenges.
02/05/2024
Successful Entrepreneurs Building Family Dynasties
Therefore, many families must significantly grow their fortunes, proving each family member's power comparable to what they have today.
02/05/2024
Six international contentious and non-contentious private wealth specialists recognised in the latest edition of the Private Client Global Elite Directory
The Private Client Global Elite Directory was created with the awareness that referrals and recommendations are absolutely key to the private client sector.
02/05/2024
Wealth Management Trends Transforming the Industry in 2024
Expect a renewed focus on emerging technologies, stable returns, and newer customer segments for wealth management firms.
02/05/2024
How Brewin Dolphin picks fund managers for its £6.5bn range
A real red flag for us would be if they make an investment decision that looks unusual, relative to how they normally invest.
02/02/2024
Steven Cohen's Point72 Asset Management Acquires New Stake in Iterum Therapeutics PLC
The transaction was executed at a trade price of $1.58 per share, marking a new holding for the firm in its diverse investment portfolio.
02/02/2024
Rockefeller Global Family Office Expands National Wealth Management Presence with Addition of Lewis Wealth Partners in Richmond, VA
The Richmond region, rich in history, culture, and tourism, is one of the fastest growing in the state.
02/02/2024
Mariner to Add $104B in Two Deals
The acquisitions of AndCo and Fourth Street will almost double firm assets and establish Mariner’s institutional business.
02/02/2024
Nominations Open For 2024 Wealth Management Industry Awards
New submission categories open for RIA innovation, philanthropic services
02/02/2024
UBS advisor team The Stephens Group named to the Forbes Best-In-State Wealth Management Teams list
This recognition is the latest in a long series of industry awards.
02/02/2024
CaixaBank posts a profit of €4.82 billion in 2023
Specifically, recurring banking fees dropped by 9.4% year-on-year following the end of cash custody fees on corporate deposits and the discounts applied under customer loyalty programmes.