02/02/2024
Nominations Open For 2024 Wealth Management Industry Awards
New submission categories open for RIA innovation, philanthropic services
Wealth and Asset Management
02/02/2024
UBS advisor team The Stephens Group named to the Forbes Best-In-State Wealth Management Teams list
This recognition is the latest in a long series of industry awards.
02/02/2024
CaixaBank posts a profit of €4.82 billion in 2023
Specifically, recurring banking fees dropped by 9.4% year-on-year following the end of cash custody fees on corporate deposits and the discounts applied under customer loyalty programmes.
02/02/2024
Hawksford Private Client Services head achieves triple industry recognition
The Spears recognition forms part of the wealth publisher’s regular schedule of Tax and Trust Indices, celebrating the leading practitioners in specific areas of the global private wealth landscape.
02/02/2024
New Swiss alts funds disappoint Amas
The association’s CEO Adrian Schatzmann does not think the L-qif fund structure is liberal enough.
02/02/2024
ZKB high yield fund chief secures first Citywire AAA rating
Roland Hausheer manages high yield and convertible bond strategies at Zürcher Kantonalbank.
02/02/2024
Sumitomo Mitsui Trust expands assets abroad on Middle East mandates
Region accounts for 90% of assets from overseas, says Japanese company
02/02/2024
Breaking Julius Baer‘s String of Bad CEO Luck
But it is not a permanent step – and the bank wants to put a stop to internal appointments.
02/02/2024
Impact Investing Institute aims to ‘unlock £200m from family offices in next two years’
“The appetite is there, the capital is there, and a tipping point where this becomes the norm is within reach.”
02/02/2024
China's bank wealth management market expands in 2023
By the end of last year, the number of investors holding wealth management products in the banking market rose 17.84 percent year on year to 114 million
02/01/2024
Silverview Credit Partners Optimizes Investment Operations with Broadridge’s Private Debt Portfolio Management Solution
Broadridge’s Sentry solution to streamline and further automate Silverview’s private credit investment processes
02/01/2024
SEI Reports Fourth-Quarter 2023 Financial Results
Diluted earnings per share were $0.91 in fourth-quarter 2023 compared to $0.83 in fourth-quarter 2022.
02/01/2024
Presentation of the 2023 full-year results for the Julius Baer Group
The results also reflect the continued financial strength of Julius Baer, as expressed by our capitalisation, the solidity of our balance sheet, and our robust underlying profitability.
02/01/2024
BEKB is growing solidly: Successful implementation of the strategy for a sustainable future
This success underlines that BEKB is on the right track towards a sustainable future with the implementation of its strategy.
02/01/2024
SZKB Very pleasing annual results for 2023
In this challenging environment, SZKB achieved a very pleasing annual result for 2023.
02/01/2024
Mirova Gigaton Fund reaches $282m to accelerate clean energy access and climate action in emerging markets with support from the EIB
Projects funded by the blended finance debt fund will help to increase access to reliable and affordable energy and ensure viable alternatives to fossil fuel-based activities.
02/01/2024
GAM's Fund Management Services Transferred to Carne Group
Carne is a leading provider of third-party fund management services and clients will be able to benefit from a continuous best in class, high quality service.
02/01/2024
SJP to launch national brand advertising campaign
The campaign will include a television advert, due to air from this spring, which will also “demonstrate the importance of the value of advice”.
02/01/2024
Schroders Personal Wealth to launch new platform
This is a key strategic development for the business, enabling SPW to bring the control and oversight of client money and investments, in-house.
02/01/2024
Ex-Waverton duo launch wealth firm with client profit promise
Douglas Barnett and Charles Jones join with private banking heavyweight William Davies to launch a wealth firm which will return to clients anything above its profit margin benchmark.