02/13/2024
Seeking Alpha: UBS's top gatekeeper sets sights on 'niche' fixed income
With the growth of the active ETF wrapper, Kristen Griffin is thinking about how to bring non-standard parts of the fixed income market to the wealth channel.
Wealth and Asset Management
02/13/2024
'Connected Wealth' is a winning approach for SA's Top Private Bank
Nedbank Private Wealth took home an incredible 11 accolades at the 2023 Intellidex Top Private Banks & Wealth Managers Awards
02/13/2024
JP Morgan Global Growth & Income launches up to £40m fundraise amid wealth manager demand
0.6% premium to NAV
02/13/2024
Carlyle to launch new European Private Credit strategy for private wealth investors
The strategy is designed to generate income by tactically allocating assets to a wide range of credit strategies
02/12/2024
Brookfield Corporation Reports Strong 2023 Results
Distributable Earnings of $4.8 billion and Net Income of $5.1 billion for the Year
02/12/2024
Four prizes for Lombard Odier at the WealthBriefing Swiss Awards 2024, including Best Domestic Private Bank
The accolades recognise our banking expertise and the strength of our cutting-edge technologies in serving our clients.
02/12/2024
Monthly update: Markets continue positive performance
Despite a shaky start to the year, strong market data and rallying technology sector grew investor confidence.
02/12/2024
DBS Private Bank hires investment specialists for Thailand from CS
The Singaporean private bank continues to beef up its onshore and offshore Thailand teams with hires.
02/12/2024
JM Finn shortlisted for 3 City of London Wealth Management 2024 Awards
Nominations follow the firm’s win for the Best Discretionary Wealth Management Award in 2023.
02/12/2024
Key Private Bank Wins Award For 'Private Banking CLient Service' At The 2024 Private Asset
Key Private Bank was selected for the best "Private Banking Client Service" from a shortlist of four distinguished private banking firms.
02/12/2024
SJP remains ‘active advocate’ despite passive move
Pressure on fees has raised the prospect of a move into lower-cost funds, but SJP says it is still an advocate for active investing.
02/12/2024
UBS Restarts Buyback as Ermotti Slogs Through ‘Pivotal’ Year
Expenses related to the integration in the final three months of 2023 helped push the bank to its second-straight quarterly loss.
02/12/2024
Amundi Buys Swiss Firm in €350 Million Private Markets Push
Amundi expects the deal to generate more than 13% in return on investment in three years, including revenue synergies.
02/12/2024
Julius Baer's private debt write-off splits investor opinions
BRUSSELS: A significant chunk of European fund buyers are still planning to top up their private debt allocations in coming months.
02/12/2024
Natwest’s margins in focus as lender gears up for year of big changes
Investors will be focused on how resilient banks’ margins are in the face of a highly competitive market for deposits and mortgages.
02/09/2024
Pictet announces full-year 2023 figures
Solid results affirm long-term business model
02/09/2024
GSB Capital Sets Sights on Delivering a Diversified Independent Platform for the Middle East’s High-Growth Markets
The accolade is a feather in the cap for GSB, which launched in the UAE in April 2021 and was founded by Ross and Alison Whatnall.
02/09/2024
Praxis and the promise of a tech bro utopia
Praxis claims to be creating 'tech-powered, values-driven cities of the future'. But is there any substance behind the buzzwords?
02/09/2024
Societe Generale Results at 31 December 2023
Revenues of EUR 25.1 billion, down by -7.6% vs. 2022
02/09/2024
How Abrdn, BlackRock and DWS are gearing up for a digital assets boom
Fund giants want to make sure all departments have the right skills for the coming digital assets boom