01/11/2023
Private Wealth Systems only vendor to be shortlisted as best-in-class for three categories in 2023 Private Asset Management Awards
01/11/2023
Each of the two firms brought about $30 billion in assets, making Alvarium Tiedemann one of the world’s biggest publicly traded money managers that focuses on the ultra-wealthy.
01/11/2023
From the war in Ukraine to China's mobility controls and the UK mini-budget, 2022 has offered many examples of how policy can drive volatility or change the trajectory of asset markets.
01/11/2023
Conversations with some of the world's wealthiest families reveal top aspirations, concerns around family governance, values-driven impact strategies and investments
01/11/2023
Sonny has more than 30 years of experience working in the financial services industry, and has been with UBS since 2002.
01/10/2023
The Swiss bank with 13 locations across Asia told the news outlet it was looking to hire talent this year as it expects its wealth management business to drive its business in the region.
01/10/2023
Bank Julius Baer continues to expand in its home market Switzerland and has established a new submarket for Aargau and Solothurn to be headed up by Claude Luethi, who joined the Bank at the beginning of 2023.
01/10/2023
In prior talks with the management group, the committee had said it would not support an offer of C$11.25 per share, based on preliminary analysis.
01/10/2023
At the end of September, net inflows had fallen £300mn compared to the end of June shaving 2 per cent off the firm's assets under management and advice, which fell from £98.7bn to £96.9bn.
01/10/2023
The boutique, M. Klein & Company, is close to acquisition despite the two parties being apart in their initial valuations
01/10/2023
Bank of America has downgraded Schroders and Ninety One in an intensification of its bearish outlook on the UK asset management industry.
01/10/2023
The MSI combines four fixed income sectors -- investment-grade corporate bonds, high-yield corporate bonds, emerging-market debt and securitized credit -- in a single portfolio, according to the disclosure.
01/10/2023
The awards champion women in the wealth management sector and both Fiona and Helen, have been nominated for the ‘Woman of the Year – Jersey’ category.
01/09/2023
Many people only consider segments of their finances at a time.
01/09/2023
A digital switchover has left the prestigious firm in disarray, its £1,200-a-year clients say
01/09/2023
For a great many advisors to do well going forwards, they need to work with wealthier clients—they need to move upmarket.
01/09/2023
Investment group’s largest shareholder urges the board to focus on selling investments rather than offering robo-advice
01/09/2023
This means a full reopening is likely to play out in 1Q23, auguring well for the medium-term investment outlook.
01/09/2023
Recent acquisitions of Maitland and Sanne establish Apex Group’s footprint in South Africa
01/09/2023
This transaction is expected to close in the first quarter of 2023, subject to customary closing conditions.