11/02/2023
Lombard Odier: HNWI Wants and Actions Don’t Match in Asia
On sustainability, nearly 61 percent of respondents think it is «essential or aspirational» to invest in the space.
Wealth and Asset Management
11/02/2023
SIX and Swiss National Bank launch pilot project to issue wholesale CBDCs in Switzerland
Switzerland, the world's leading location for financial innovation, is taking a significant step forward with the collaboration of financial players to develop the digital financial markets of the future.
11/02/2023
Valiant reports very strong third quarter 2023
Operating result up 51.2% to CHF 169.3 million. Strategy implementation also on track.
11/02/2023
Fairstone expands operations into three areas with adviser deals
The deal boosts Fairstone’s existing presence in Wales to five offices and adds a fourth office to the firm’s growing footprint in the South West.
11/02/2023
Courtiers buys Norwich investment manager and eyes further deals
Wealth firm acquires Brunswick Investment Management, bringing its total funds under management to £1.1bn.
11/02/2023
Rockefeller Asset Management launches ESG equity Ucits Fund for European investors
Rockefeller Asset ManageThe asset management arm of Rockefeller Capital Management offers ESG-focused investment solutions, including US and global large-cap ESG equity strategies, as well as a climate solutions strategy, all available in the European mar
11/02/2023
Schroders launches two sustainability-focused equity funds
One of the funds - Schroder ISF Circular Economy- will focus on global investments in companies contributing to the transition to a circular economy.
11/02/2023
Barclays doubles African private banking business via Credit Suisse referral agreement
The bank is now serving billionaires and affluent families across South Africa, Nigeria, Ghana, and Kenya, with a particular focus on the agritech and fintech sectors.
11/02/2023
Will Goldman Sachs’s big bet on wealth management work?
David Solomon is counting on the newly merged division to close the bank’s valuation gap — and secure his job
11/02/2023
MM Meets… FNZ’s Alastair Conway: ‘I’ve got the best of both worlds’
The UK, Middle East and Africa CEO is relishing his main task of furthering FNZ’s mission of ‘opening up wealth’
11/01/2023
Charting the Future of Family Wealth Management in the UAE: the DIFC Family Wealth Centre - October 2023
This initiative recognizes and supports the needs of HNWIs and families, and offers a hub of knowledge, guidance, and accreditation that will support their enduring success.
11/01/2023
Hong Kong Raises its Game to Appeal to More UHNW Families and Family Offices
These and a host of other key issues were debated in the opening panel discussion of the Hubbis Wealth Solutions Forum in Hong Kong on October 18.
11/01/2023
Evelyn Partners generated £1.8 billion of gross inflows in Q3, increased AuMA to £55.6 billion and saw Q3 operating income rise 7.8% year-on-year
Despite a challenging market backdrop, the group continued to generate significant new business and grow year-on-year operating income.
11/01/2023
Calton Wealth makes first acquisition in ‘key step’ for growth plans
Founder and managing director Ian Morrison will join Calton as an employed adviser from today (1 November).
11/01/2023
Why St James’s Place and Britain’s troubled wealth managers could be a savvy bet for investors
The UK’s biggest wealth manager St James’s Place has seen its value fall by more than 42 per cent this year, while rival Quilter has fallen by more than 15 per cent.
11/01/2023
New Swiss Custody Bank on the Horizon
For years, the market has been firmly under the aegis of a number of established providers.
11/01/2023
Quilter Investors Cirilium range adds new value and infrastructure funds
The global economy has continued on a trajectory that implies a ‘soft landing’ or ‘muddle through’ environment.
11/01/2023
Lumin Wealth acquires BW Financial Consultants
This partnership will enable us to leverage their extensive resources and technology, allowing us to enhance our service offerings.
11/01/2023
Ex-RBC Wealth Management duo launch advice firm for HNWIs
Six Degrees has been founded by Katherine Waller and Ollie Saiman, who have more 40 years of combined experience, including more than a decade at RBC.
11/01/2023
Fideuram – Intesa Sanpaolo Private Banking and Man Group close Asteria transaction and launch new partnership
The completion of the Asteria transaction is the first step in the new partnership.