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Wealth and Asset Management

10/26/2023

Barclays appoints Head of Sustainable and Impact Banking, Asia Pacific

She will report regionally to Vanessa Koo, Head of Investment Banking, Asia Pacific.

10/26/2023

Close Brothers hires Investec Wealth’s Peter Horton

Horton makes the move after 17 years at Investec Wealth

10/26/2023

Room Zero Announces Deal With Jupiter Asset Management

Room Zero’s cloud-based software eliminates duplication of effort and silos, allowing multiple departments across a single firm to work and process common information.

10/26/2023

Swiss Life Asset Managers expands index-based investment business

Swiss Life Asset Managers is a leading European provider with a wide range of investment solutions and a wealth of experience in this investment segment.

10/26/2023

Why private banking should include a female focus

The industry’s mindset and offering is too often still geared to yesterday’s realities, where men were overwhelmingly the clients.

10/26/2023

Boris Collardi and Murat Yakin's joint bet

The application has been live for three months and has already been downloaded more than 100,000 times.

10/26/2023

Stifel CEO Lauds Wealth Amid Slump in Dealmaking

Wealth management goes up, and the institutional business does down by an equal and like amount.

10/26/2023

Secrets of High Net Worth individuals

Reaching and engaging High Net Worth consumers has always been a tantalising challenge.

10/26/2023

UBS AM merges sustainable corporate bond funds

The UBS Corporates Active Climate Aware fund had underperformed its benchmark over five years.

10/26/2023

Private markets manager opens Geneva branch

The new office is managed by Carlos Arias, who formerly worked for Edmond de Rothschild.

10/26/2023

Pictet AM’s European direct lending fund hits €200m target at first close

The newly launched Article 8 fund will focus on financing European lower mid-market private companies.

10/26/2023

Odey Asset Management to wind down subsidiary

A notice for compulsory strike off has been filed for the firm, with a document being processed which will be available in the next 10 days.

10/26/2023

The billionaires and the bank: the tussle at the top of Mediobanca

Shareholders to vote on competing board candidates in a power struggle over the future of the Italian group

10/25/2023

Stansberry Asset Management: Excellence in High Net Worth Wealth Management Management Firms

In an era where financial landscapes are evolving at an unprecedented pace, SAM consistently demonstrates agility and adaptability.

10/25/2023

DBS Thought Leadership's Latest Report Highlights Innovative Impact Driven by Asian Family Offices

To aid in this, their family offices need to adapt, addressing fresh challenges like tax, risk, and family governance.

10/25/2023

Deutsche Bank reports nine-month 2023 profit before tax of € 5.0 billion and raises capital outlook

Strong capital management and enhanced capital outlook support business growth as well as acceleration and expansion of distribution goals

10/25/2023

Brook Asset Management begins wind-up process

First Gazette notice

10/25/2023

St James’s Place suspends trading in £820m property fund

The UK wealth management firm is headquartered in Gloucestershire with offices around the UK

10/25/2023

UBS Rolls Out the Welcome Mat for More Credit Suisse Analysts

A team of Credit Suisse senior researchers has moved to UBS, as the banks continue their integration journey

10/25/2023

Santander reports attributable profit of €8,143 million for the first nine months, increasing earnings per share by 17%

Net interest income increased 16%

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Family Office Expectations And A One-Bank Model: Barclays’ UAE Strategy For 2026

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From legacy to liquidity: valuations and Intergenerational contracts for family offices

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