03/20/2024
DBS and JPMorgan AM offer Asia’s retirement investment portfolio
DBS and JPMorgan Asset Management offer Asia's first retirement investing portfolio that scales risk based on an investor's life stage.
Wealth and Asset Management
03/20/2024
Top 50 IAM launches yield enhancement strategy AMC
Amadeus Capital already has several hundred million euros of internal capital invested in its yield enhancement strategy.
03/20/2024
Wealth managers remain cautious on crypto
Bitcoin is now regulated for some cryptocurrency activities.
03/20/2024
7IM acquires £430m AUM Midlands Planner firm
Under the terms of the deal Eastcote will maintain its brand and independent investment proposition.
03/19/2024
Integritas Wealth Partners have attained CISI Chartered Firm Status
CISI Chartered Firm™ status denotes that a firm is operating at the highest levels of trustworthiness and professionalism
03/19/2024
BBVA Group establishes a new investment advisory subsidiary in Miami
The BBVA Group has established a new investment advisory subsidiary, BBVA Global Wealth Advisors Inc, in Miami, catering to high net-worth Latin American clients.
03/19/2024
Aberdeen wealth managers surpass £150 million milestone
Since the turn of the year, funds under management have increased by a further £6.5m representing a strong start to 2024.
03/19/2024
Asia’s Top Beneficiaries of CS Wealth Talent Outflow
In Asia, deep cuts were expected to be spared, especially in the private banking unit where UBS is betting on strong continued wealth generation in the region.
03/19/2024
AssetCo shares down as annual loss widens, but managed assets rise
Revenue more than doubled to £15.0 million from £6.3 million.
03/19/2024
Edmond de Rothschild announces a strategic agreement and the acquisition of its third-party Asset Servicing business by Apex Group
As part of this agreement, Apex Group will also acquire Edmond de Rothschild's fund administration, transfer agent and custody activities for its Private Equity and Infrastructure funds.
03/19/2024
Close Brothers H1 Adj. Profit Rises - Quick Facts
Adjusted earnings per share was 46.3 pence compared to 6.1 pence.
03/19/2024
Paradeplatz: These are UBS’s plans for the CS headquarters
Paradeplatz 8 is also an integral part of this campus.
03/19/2024
HSBC Global Private Banking moves overweight global equities
HSBC Global Private Banking moves overweight global equities
03/19/2024
Key takeaways from our CIO private client dinner
Reviewing analysis from recent years, the recurring theme is that many predictions were misguided, with many completely wrong.
03/18/2024
Boomers Control America’s Wealth: How Gen X and Millennials Can Catch Up
Together, non-boomers make up more than 53% of the country’s households but control just 27% of the wealth.
03/18/2024
Wealth Managers Bet on More Fuel For Private Credit
Changing market conditions could act as headwinds
03/18/2024
Can UBS become Europe’s Morgan Stanley?
At the division’s first leadership conference for several years, Federer shared his experiences of coping with the pressure of being a tennis superstar.
03/18/2024
Julius Baer Expands RM Base in Asia
Within Asia, he said that there were positions in Hong Kong that the bank was seeking to fill.
03/18/2024
Iqbal Khan & Co are firmly in the race to succeed Ermotti at UBS
When it comes to replacing CEO Sergio Ermotti - Kelleher wants him to remain in office for at least four more years - he would also like to take his lead from the US institute.
03/18/2024
Two former CS store managers are moving to Paradeplatz boutique
As the investment company finews.ch, based on Paradeplatz in the heart of Zurich's banking center , confirmed, around 20 employees now work for the company in the Client Solutions department.