01/24/2024
Quilter: Q4 Reported and core net flows rebound to deliver net positive inflow; fourth quarter IFA Platform gross flows up 44% year-on-year
Our actions to enhance the proposition of our Platform continue to bear fruit.
Wealth and Asset Management
01/24/2024
Abrdn confirms job losses amid £120mn of cuts to investment business
The division had total assets under administration of £66bn, and net inflows in the six month period to 31 December 2023 of £1.1bn.
01/24/2024
Pictet’s wealth management unit cuts back on clients' hedge fund holdings
On average, the top 20 managers were up 10.5% last year, while the industry overall returned 6.4%, the fund of funds investor LCH said in a report on Monday.
01/24/2024
Third ‘Most Influential’ listing for Saffery Trust Director
Lisa’s work in this area saw her working in partnership with specialist advisors to successfully attain a blessing from The Grand Court of the Cayman Islands
01/23/2024
Tradition and innovation create winning formula for Weatherbys, the Private Bank of the Year (UK)
Spear's Awards 2023 winner: Weatherbys Private Bank embraces innovation while staying true to the importance placed on human relationships
01/23/2024
Wealth.com Partners With Farther, Integrating Estate Planning Solutions for High-Net-Worth Clients
Wealth.com demystifies the estate planning process for Farther’s advisors, offering a technology-forward platform
01/23/2024
HNW Wealth Manager of the Year Ross Elder on being ‘the best, not the biggest’
Spear's Awards 2023 winner: Ross Elder won HNW Wealth Manager of the Year, in association with August
01/23/2024
Standard Chartered Presents 2024 Market Outlook to Hundreds of High-Net-Worth Clients
Over the next few weeks, the Bank will reach out to 5,000 clients with over 20 planned events in markets
01/23/2024
Patience in an uncertain environment
Markets & Investment Update
01/23/2024
UBS Launches Large-scale Brand Campaign
The results of that exercise came into full view on Tuesday during the bank's worldwide launch of its new brand campaign.
01/23/2024
Migros Bank: CEO Manuel Kunzelmann was right
As expected, the most important contribution to this came from the interest business, where success increased by a quarter to 641.4 million francs.
01/23/2024
UBS advisor team Endurance Artist Management named to the Forbes Best-in-State Wealth Management Teams list
This is the second consecutive year the team has been named to the list.
01/23/2024
Endowus launches CashUp Portfolios offering institutional-grade, flexible short-term cash management solution for Hong Kong investors
New investment offering enables investors to manage their short-term cash with access to institutional share class money market funds at lower fees, with projected net yields of up to 5.5%* per annum
01/23/2024
FNZ completes acquisition of Luxembourg-based B2B fund platform ifsam to strengthen global proposition
Luxembourg, the largest fund centre in Europe, will become FNZ’s centre of excellence for fund processing services in Europe.
01/22/2024
$1.6 Billion Advisor Team Joins UBS Private Wealth Management in Northbrook, IL
“We’re excited to welcome Jack, Susan, Brian and their team to UBS,” said Michael Gatewood, Chicago Market Executive at UBS Private Wealth Management.
01/22/2024
321 Ameriprise Financial Advisor Teams Named to the Forbes Best-in-State Wealth Management Teams List
The rankings are finalized based on data provided by thousands of the nation’s most accomplished advisor teams.
01/22/2024
Rothschild & Co: 2023, a record year for Asset Management
This dynamic inflow was mainly driven by the bond asset class.
01/22/2024
Forbes Magazine Best-In-State Wealth Management Teams for 2024 - The Bellwether Group at Morgan Stanley
Forbes Best-In-State Wealth Management Teams ranking was developed by SHOOK Research
01/22/2024
Charlotte Bobroff: from rising star to UHNW Wealth Manager of the Year
Spear's Awards 2023 winner: Charlotte Bobroff, head of J.P. Morgan Private Bank's UK consumer and retail team, won UHNW Wealth Manager of the Year, in association with Aranyani
01/22/2024
Macquarie European Infrastructure Fund 7 reaches €8 billion of investor commitments
MEIF7 is the seventh vintage of Macquarie Asset Management’s successful European Infrastructure Fund series and was raised with a target size of €7-8 billion.