12/15/2023
Kermitted Asset Management: Message in a battle
The chairman of Kermitted AM unveils an innovative way of attracting new flows towards, um, The Sector Formerly Known As Ethical
Wealth and Asset Management
12/15/2023
Northern Trust Appointed to Provide Integrated Trading Solutions to Waverton Investment Management
Selected as Sole Provider of Trading Services, Agreement Also Sees Waverton Traders Join Northern Trust
12/15/2023
Winners of the Private Banking & Wealth Management Switzerland Awards announced
The awards have been announced in Switzerland but who will come away as the big winner?
12/14/2023
Credit Suisse Scraps Wealth Business in China
UBS currently holds one such license and it has not yet merged with Credit Suisse’s Chinese entities.
12/14/2023
NAB and Jarden Wealth to launch New Zealand wealth & asset management business
Under the Proposed Transaction, NAB and Jarden Wealth will each receive a cash payment along with a retained shareholding of 45% and 20% respectively.
12/14/2023
Cazenove Capital named Wealth Manager of the Year at the Environmental Finance IMPACT Awards 2023
These awards showcase emerging pockets of best practices across all asset classes and geographies, fostering excitement and optimism about the potential of impact investing.
12/14/2023
Sustainable Model Portfolio Service celebrates five years of growth and partnership
The team is supported by the wider LGT Wealth Management investment and research teams, along with LGT Private Banking's global sustainable investing platform.
12/14/2023
Inside Rathbones' £2.6bn fixed income operation
Meanwhile his colleague Stuart Chilvers runs the £200mn Rathbones High Quality Bond fund.
12/14/2023
GAM Holding AG announces update on strategy, expected 2023 financial results, and share buyback offer.
GAM expects to report an underlying loss before tax of between CHF 45 to 50 million for the full year 2023.
12/14/2023
Schroders’ Catherine Macaulay named Rising Star at Environmental Finance Impact Awards
Schroders’ Impact Investment Lead, Catherine Macaulay, has been named Young Professional of the Year/Rising Star award at this year’s Environmental Finance Impact Awards.
12/14/2023
SIX expects strong operating results for 2023
SIX remains strongly capitalized and plans to apply for a slightly higher dividend for 2023 than in the previous year.
12/14/2023
Because of Credit Suisse bonuses: UBS is targeting hundreds of bankers
At the time, CS wanted to cushion the shock of a bonus pool that was shrinking due to its imbalance.
12/14/2023
Man Group CEO Robyn Grew Says Asset Managers Ready for M&A Wave
London firm bought a controlling stake in Varagon this year
12/14/2023
Asian riches push private bankers to up their game
Region is projected to overtake the US for financial wealth by 2025
12/14/2023
Northern Trust Appointed to Provide Integrated Trading Solutions to Waverton Investment Management
The appointment followed a review by Waverton of its operating model intended to help align its operational structure with plans to expand its product range and investment capabilities.
12/14/2023
Access Bank provides high net worth individuals alternative avenues to invest
The event, held in Accra at the plush private banking lounge at the Iris branch, saw High Net Worth Individuals (HNWI) of the Bank meeting with investors and real estate operators under the Dubaiscapes franchise.
12/14/2023
iCapital to launch series of French funds to capture $15.7tn wealth capital
The fintech platform has partnered with IQ-EQ to set up domestic French funds.
12/14/2023
Double win for Julius Baer at WealthBriefing Awards
These awards are crafted to highlight outstanding organisations categorised by their specialisation and geography.
12/14/2023
Accuro rewarded “Highly commended” independent trust or fiduciary company at the tenth Wealthbriefing European awards 2022
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities
12/13/2023
Cutting through the noise: Brown Shipley unveils 2024 investment outlook
UK wealth manager highlights core dynamics that will drive the global economy, financial markets and key asset classes in 2024 and beyond.