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Wealth and Asset Management

10/19/2023

Private banking trends in South Africa – everything you need to know

As the clear leader in the private banking sector, Nedbank Private Wealth is constantly looking to the future to see which trends will have the biggest impact on the industry and the country.

10/19/2023

Why culture is key to wooing women in Canada's wealth space

Senior VP of advisory services unpacks 'flywheel' dynamic of organizational diversity, development, and client retention

10/19/2023

GAM Holding AG Announces First Steps in Turnaround

The sale of the third-party Fund Management Services activities to Carne Group is progressing well

10/19/2023

Growth slows at Hargreaves Lansdown as investor confidence falters

AUM up £800m in Q3 2023

10/19/2023

Neon launches free trading ETF duo with Invesco

The Invesco All-World Ucits ETF and Invesco MSCI World ESG Climate Paris Aligned Ucits ETF are now tradable for free on the Neon platform.

10/19/2023

Julius Baer International continues UK expansion, establishes Newcastle office

The office is located on Hood Street in the city centre.

10/19/2023

Tatton sees AUM grow by almost 8%

Tatton said the “strong organic net inflows” were supported by a positive market performance of £0.10bn.

10/19/2023

Private credit is asset managers’ favoured growth area

Many firms are setting up private credit funds in response to increased investor demand.

10/19/2023

The Crypto Winter May Be Over: Morgan Stanley Wealth Management

Most of bitcoin’s gains come directly after the halving, and the next such event is expected in April 2024, the firm said.

10/19/2023

Deglobalisation, decarbonisation and demographics: how they’re going to reshape the investment landscape

What global institutional investors are telling us about some of the major issues currently influencing markets

10/19/2023

Is a New Swiss-Linked Financial Scandal Looming in Asia?

It involved a group of native Chinese with foreign passports laundering criminal funds from illegal gambling and other criminal activities in and through Singapore.

10/19/2023

UK's Schroders posts lower quarterly assets under management

Major central banks around the world have hiked interest rates to contain runaway inflation.

10/19/2023

HL shares drop as new customers and trading dry up

The online brokerage’s shares were down 5% as it struggled to gain new clients, while existing clients moved cash out of dormant accounts.

10/18/2023

Ahead of sale to Creative Planning, Goldman reports wealth management dip

Helping to bolster those numbers were the bank's roughly $2.4 billion in management fees, a figure up 7% year over year.

10/18/2023

UBS GWM to Retain Australia and India Businesses, Shuts Thailand Wealth Management Onshore Unit

Although a final decision is pending, sources suggest that Credit Suisse's onshore wealth management units in India and Australia are relatively secure.

10/18/2023

Julius Baer Faces Being Pilloried

But now Julius Baer's name is coming up concerning tax crimes, money laundering, and alleged fraud.

10/18/2023

Indosuez CEO Jacques Prost: «1+1 doesn't make 2 at new UBS»

At the same time, it's been present in Switzerland for 145 years and can reflect on a long experience in business with wealthy individuals, families, and companies in this country.

10/18/2023

Citibank Singapore to Open Two Satellite Wealth Hubs

New locations in Parkway Parade and Holland Village will complement main Orchard hub to bring wealth advisory services closer to affluent clients

10/18/2023

Broadridge Launches New Fill Matching Platform, Enabling Real-Time Reconciliation for High Volume Trading

The Fill Matching solution offers real-time reconciliation, ensuring that brokers and asset managers are constantly in sync, minimizing end-of-day mismatches.

10/18/2023

Quilter PLC Third Quarter 2023 Trading Statement

Third quarter core business net inflows of £1 million contrasted with net inflows of £324 million in the corresponding period of 2022.

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