03/18/2024
Wealth veteran takes swipe at M&A as he sets up own business
Former Gerrards and Ravenscroft investment manager Kieran Follis has partnered with P1 Investment Services for his new wealth business.
Wealth and Asset Management
03/18/2024
Partners Group adds private markets royalties to its investment platform
The team will be integrated into the wider Partners Group platform and will benefit from the firm's existing network, expertise, and portfolio insights.
03/18/2024
Quilter announces next instalment of platform enhancements
The Quilter platform will also now use the Faster Payments System for single ad hoc withdrawals and crystallisation payments.
03/18/2024
Othis launches personal wealth management platform for individuals and families in Europe with diverse portfolios
With the initial product, Othis targets individuals and families with portfolios of diverse assets.
03/18/2024
Former Tees Wealth head launches investment management firm with P1
A discretionary managed portfolio investment service on a more individual, bespoke basis will also be offered.
03/18/2024
Blackstone-backed ASK launches hedge fund for UHNWIs, family offices
The open-ended category 3 long-short Alternative Investment Fund (AIF) has no fixed tenure, and positions itself as a core portfolio holding.
03/18/2024
JPM AM calls time on quintet’s long-running bond fund
Fund house to liquidate sterling-focused debt strategy after seeing steady decline in assets.
03/15/2024
Wealth Managers Sound Off on Private Market Demand
As a result, many are increasingly exploring opportunities in alternatives.
03/15/2024
EFG Agrees to Pay the US for Possible Sanctions Breaches
The settlement amount reflects OFAC’s determination that EFG’s apparent violations were voluntarily self-disclosed and not egregious, and also reflects EFG’s significant remedial measures
03/15/2024
Digital innovation in wealth management
Since the financial crisis hit the markets in 2008, the sector has experienced massive changes, and the pandemic has only accelerated the pace of these changes.
03/15/2024
Onshore in Germany – and there’s still no end in sight
Meanwhile, the expansion of local houses in the neighboring country continues unabated.
03/15/2024
BNP Paribas AM Apac CEO outlines expansion plans
Asia Pacific CEO Mike Nikou tells FSA why the firm is targeting wholesale distribution and why a three-pronged approach to China makes sense.
03/15/2024
Elevate your life with HSBC’s Premier Elite
With the new offering, the bank is set to redefine the parameters of wealth manageme
03/15/2024
Wealth managers prefer generalist approach to technology exposure
The most held fund is Axa’s Global Technology fund, which appears in the portfolios of two of the allocators we cover.
03/14/2024
Deutsche Bank reports growth
2023 Annual Report: business growth, cost discipline and raised capital distributions
03/14/2024
Baird Adds The Palm Financial Group to Madison West Office
The firm also has an office in Downtown Madison.
03/14/2024
J.P. Morgan Wealth Management and Entrepreneur Daniella Pierson Will Host Event to Help Women Build Financial Freedom
With the BE A BREADWINNER brand, Daniella Pierson wants to provide informative, inspiring, and actionable content to anyone interested in taking control of their future to achieve financial freedom and independence.
03/14/2024
ABN Amro Jumps on Wealth Management Bandwagon in Race for Fees
Many banks enjoyed record profits over the past year as the gains to revenue from higher interest rates surpassed the amount they had to pay out to depositors.
03/14/2024
New Endowus IncomeUp Portfolios Designed To Meet Passive Income Needs Of Hong Kong Investors At Different Life Stages
To cater to different investors’ needs for passive income, the newly launched Endowus IncomeUp Portfolios offer three options: IncomeUp Steady, IncomeUp Plus, and IncomeUp Growth.
03/14/2024
UBS Boss: We Need to Lean on Larger Clients to Lift Sagging Profits
The bank’s U.S.-based advisors, most of them already focused on high-net-worth and ultra-high-net-worth clients, must hunt bigger game, according to CEO Sergio Ermotti.