04/05/2024
Wealth management firm at the double with awards scoop
Financial advisers prove to be best in class after national award wins
Wealth and Asset Management
04/05/2024
World’s Best Wealth Management And Advisory Companies, 2024
The wealth management market is expected to grow to $2465.75 billion in 2027 at a CAGR of 7.8%.
04/04/2024
Citi, JPMorgan, RBC to give new climate metric in deals with New York City
In return, retirement funds Lander helps run have withdrawn shareholder resolutions at each bank calling for the disclosures.
04/04/2024
The War Chest of J. Safra Sarasin is Fully Stocked
The very discreet J. Safra Sarasin performed solidly in the challenging year of 2023.
04/04/2024
Credit Suisse's Demise Benefits Swiss Crowdlending Pioneer
Credit Suisse (CS) and UBS long held sway in Switzerland’s corporate banking world.
04/04/2024
Record-Setting 218 J.P. Morgan Wealth Management Advisors Make Forbes’ Best-in-State Wealth Advisors List
Sixteen J.P. Morgan advisors make the selective America’s Top Wealth Advisors list
04/04/2024
‘Consumer duty’ and the challenge facing wealth management firms
From the magazine: The FCA’s new regulations have made wealth management firms ask serious questions of themselves
04/04/2024
EdRAM sells convertibles business to Kepler Cheuvreux subsidiary
Ellipsis Asset Management said the deal would make it one of the top five convertible bond asset managers in Europe.
04/04/2024
Wealth managers predict tokenisation adoption of funds over next five years
Both wealth managers and institutional investors showed similar strong predictions about the impact of decentralised finance (DeFi) solutions on traditional finance institutions.
04/04/2024
Australia's Wealth-Management Sector Piques Global Investor Interest -- Interview
The years since a probe into Australia's banking system have seen a transition in the country's financial-services sector.
04/04/2024
Wealth portfolios boosted in Q1 as inflation cools
ARC’s estimates reveal that its four private client indices all went up in the first quarter, as investment managers benefited from asset classes producing positive returns.
04/04/2024
Standard Chartered Partners With Old Mutual For Wealth Platform
A market with an estimated $2.4 trillion of investable assets.
04/03/2024
Sequoia Financial Group Acquires Houston-based AltruVista, Expanding Wealth Management Services for Entrepreneurs
Houston-based AltruVista has more than $310 million in assets under management as of March 31, 2024.
04/03/2024
Söderberg & Partners launches MPS on adviser platforms
There will be three options on offer: core, sustainable core and active core.
04/03/2024
Rathbones serves as official wealth management partner
Rathbones is a leading provider of individual wealth management, asset management and related services to private clients, charities, trustees and professional partners.
04/03/2024
AlTi Tiedemann Global Announces Acquisition of East End Advisors Following Strategic Investment
Executes AlTi’s strategy to expand scale and reach of its ultra-high-net-worth (“UHNW”) wealth management and strategic alternatives business in existing and new markets.
04/03/2024
KKR: UBS and CS were the sponsors when it came to doing business with the rich
The aim is to sell the American giant's investment solutions developed for institutional investors to local private banks and asset managers and their wealthy customers.
04/03/2024
The top three challenges for German financial companies in 2024
Banks must quickly reinvent wealth management to avoid remaining at today's low profitability levels
04/03/2024
From wealth management to life management: what today's rich people want
The fintech industry and its wealthtech investment offshoot are rapidly gaining momentum.
04/03/2024
HSBC Global Private Bank leverages global reach to grow ultra wealthy segment in Asia
The global private banking team operates in over 40 markets and 13 strategic booking centres