05/22/2023
‘More wealth than necessary’: Could you be over-saving?
With these considerations in mind, most of us would like to know that there’s no significant prospect of running out of savings before we hit 100.
Wealth and Asset Management
05/22/2023
Is St James's Place, the UK’s biggest wealth manager, really worth the fees?
Telegraph Money examines its charging structure – and long-term performance
05/22/2023
Wealth managers stay on private equity's radar; investments in AI trend higher
The Focus Financial transaction on its own should put private equity on track for another strong year of dealmaking in the wealth management sector.
05/22/2023
The Development of the Independent Wealth Management Model in Asia
These and other questions were put to a small, select group of speakers in a Q&A at the Hubbis Philippines Wealth Management Forum in Manila on March 22.
05/22/2023
Wealth Technologies: The Future of Wealth Management
The lively and interactive panel discussions created opportunities for gripping discussions and conclusions to be reached regarding where the Wealthtech industry is seen to go.
05/22/2023
DBS Expects More Record-Breaking Profits
This would mark more record-breaking accomplishments in the future after an all-time high net profit of S$8.2 billion in 2022.
05/22/2023
Raoul Weil: «I know what can go wrong in crisis management»
The CEO of asset manager Reuss Private Group talks to finews.com about the Credit Suisse takeover and the Russia sanctions.
05/22/2023
Ruffer opens New York office in US growth drive
The partnership, best known for its absolute return strategies, wants to quadruple the assets it manages for American customers.
05/22/2023
GAM Holding AG confirms it rejected the offer from Taure AG on 3 May 2023 because it materially undervalued the firm
The Board reiterates its strong view that the offer from Liontrust Asset Management Plc delivers superior value to shareholders and is in the best in interests of all stakeholders.
05/22/2023
M&G Wealth announces launch of full PruFund range on Platform
This is the first time these funds have been offered on any investment platform.
05/22/2023
Credit Suisse employees to sue Swiss regulator over AT1 bonus losses - reports
$400m in bonuses lost
05/22/2023
Rothschild & Co announces creation of Private Markets Group within Wealth and Asset Management
Clients will also be able to benefit from Rothschild & Co’s Five Arrows suite of products through its Merchant Banking division.
05/22/2023
UK wealth manager snaps up Sipp firm
As the company looks to expand its offering
05/19/2023
Chase Buchanan Wealth Management Launches Specialist Expat LTA Advisory Service With Pensions Expert Malcolm McDowell
Global Private Wealth Management firm, Chase Buchanan, has launched a specialist LTA advisory service with pensions expert Malcolm McDowell, supporting clients with the changing UK tax legislation.
05/19/2023
PIMFA delighted to have been named as one of the Best small places to work in the UK by the sunday times
PIMFA staff said the company cared about diversity and inclusion with 96% of staff responding positively to this question.
05/19/2023
Mercia Asset Management : Loan will help fast-growing law firm to continue its expansion
The funding will provide additional working capital to enable it to recruit new lawyers at all levels, expand its range of services and strengthen its operations and financial team.
05/19/2023
How a Swiss bank makes history in Italy
It also owns PKB Private Bank , founded in 1958 and now based in Lugano
05/19/2023
How Lombard lending helps wealth management clients stay invested with flexible financing solutions
HSBC’s Wealth Portfolio Lending service enables clients to borrow against the value of their existing investment portfolio
05/19/2023
‘Don't patronize them’: How Julius Baer is appealing to next gen UK clients
David Durlacher says that despite Julius Baer’s century-old history, the firm is prioritizing the next generation of investors, looking for authenticity over tradition.
05/18/2023
Credit Suisse’s Philippines Head Joins Top Conglomerate
Credit Suisse Philippines country manager Mark Robert Uy is leaving the bank to join Ayala Corp. in August