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Wealth and Asset Management

09/25/2023

Ludlow Trust upgrades philanthropy, unveils innovative charity gateway paired with unique donor matching system

At the heart of Ludlow Trust's latest initiative is proprietary matching software, purpose-built to identify ideal charitable partnerships

09/25/2023

Wealth Managers in MENA Region Advised to Prioritize Women Clients' Needs

To better serve the financial needs of women in the MENA region, the report suggests that wealth managers must develop a profound understanding of evolving business and family dynamics.

09/25/2023

Most Trusted In Investing: Fidelity Scores A Hat Trick

One that guards other people's money as if it were their own.

09/25/2023

Industry duo launch Strategic Wealth Partners to target high-net-worth clients

The firm, which is based in the centre of Kingston upon Thames, Surrey, said it is set apart from other firms due to its “suite of proprietary solutions, deeply integrated into the Strategic Wealth Portal”.

09/22/2023

Wealth managers urged to meet women clients priorities in MENA region

With women increasingly influencing family office in the region

09/22/2023

J.P. Morgan Private Bank Welcomes $2BN Advisor Team to its Seattle Business

The addition of Goh, Harding and Valcarcel to the Private Bank's Seattle market underscores the extensive growth the business has achieved over the past five years, having doubled its business in terms of assets managed.

09/22/2023

Annual Broadridge Distribution Achievement Awards Honour the Global Giants and Rising Stars Leading the Asset Management Industry

This year’s winners reflect the diverse range of talent and enterprise displayed by the leading asset management teams working across the industry.

09/22/2023

JTC Shortlisted in Client Service, Real Asset and Venture categories at Private Equity Wire Awards

The Private Equity Wire European Emerging Manager Awards reward excellence among private equity emerging fund managers and service providers

09/22/2023

Singaporean wealth manager mandates Aussie boutique

AWF chief investment officer Jesse Aarnio said SSCF provides an attractive return profile for the sovereign wealth fund's Australian equities basket and client base.

09/22/2023

PSG Wealth crowned top wealth manager for 5th year

Intellidex’s rigorous analysis and 11,778 client reviews solidify PSG’s dominant presence in SA’s wealth management sector

09/22/2023

Wealth managers spend little time on client ESG preferences

Oxford Risk finds assessments also not providing detailed enough information to act on

09/22/2023

Lombard Odier Pushes Boundaries from Zurich

It's impressive to see the appeal that the Zurich branch of a mid-sized private bank from Geneva is developing in Zurich’s banking scene.

09/22/2023

UBS Axes Most Credit Suisse Researchers in Hong Kong

As a result, Credit Suisse has scrapped Asia Pacific equity strategy coverage

09/22/2023

Pictet Lays First Brick for New Geneva Campus

Campus Pictet de Rochemont is estimated to take around two years to build after which 2,500 employees will move into the building

09/22/2023

DZ Privatbank Schweiz is moving to the posh Seefeld

The private bank was able to increase its operating profit (Ebitda) by more than three quarters compared to the previous year to a good 7 million francs.

09/21/2023

Helping private clients navigate market volatility and the road to net zero - an interview with Frédéric Rochat, our Managing Partner

These factors have combined to drive down inflation, which in turn has led to greater economic growth and big gains in value for many financial investments.

09/21/2023

UBS advisor managing $435M moves to RBC Wealth Management

Marin County, California-based Brian Wells has 25 years of experience.

09/21/2023

Investec W&I suffers two more exits to Close’s London office

Mark Henley and Simon Tabb join Close Brothers Asset Management’s London City office as senior investment directors.

09/21/2023

Who Cuts a Good Figure in Asset Manager Ratings

Scores range from insufficient to very good.

09/21/2023

Rathbones and Investec W&I complete merger to create £100bn wealth manager

‘Enlarged Rathbones group’

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02-06-2026

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02-05-2026

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02-09-2026

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02-12-2026

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02-12-2026

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Beyond the mortgage: how private banks structure debt for ultra-wealthy clients

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