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Wealth and Asset Management

11/10/2023

Broadridge Wins Best Corporate Actions Technology at Asset Servicing Times Industry Excellence Awards for a Second Consecutive Year

The Asset Servicing Times Industry Excellence Awards are designed to celebrate and recognize the achievement of leading organizations across the asset servicing industry.

11/10/2023

Pension foundation picks EdR as custodian and Mirabaud as asset manager

It follows an earlier 2023 partnership, when Fondation lemania de libre passage joined with the Ecole Supérieure en Prévoyance Professionnelle for the training of brokers.

11/10/2023

‘If we had found a Swiss partner…’: Ex-GAM chair on what could have been

As part of an in-depth interview, David Jacob reflects on the importance of GAM's Swiss identity.

11/10/2023

Women in Financial Advice Awards 2023: Winners' gallery

Photos from the awards ceremony held in London on 1 November

11/10/2023

Nedbank Private Wealth: South Africa’s Top Private Bank 2023

Being on track, means we are backed by Connected Wealth

11/10/2023

Lombard Odier’s advertising campaign wins again

Fabio Mancone, Chief Branding Officer and Partner of Lombard Odier Group, and his team collected the award at a gala ceremony in London on 9 November.

11/10/2023

Wealth management firms need to ‘recognise the size of the opportunity’ with women

Nneka Orji, Sarah King and Shalini Khemka discuss why the vast gender gap still persists in investment and wealth management – and what can be done to close it.

11/10/2023

Northern Trust Named Best Private Bank for Family Offices and Succession Planning

There were several initiatives from Northern Trust which the judges felt worthy of note

11/09/2023

Morgan Stanley’s Wealth Management Arm Draws Fed Scrutiny

Regulator has sought stronger anti-money laundering controls

11/09/2023

Robert Mace recognised in Citywealth’s Top 50 Crypto Professionals

The annual listing recognises expert advisers within the crypto and digital assets industry.

11/09/2023

IQ-EQ wins ‘European Private Markets Fund Administrator of the Year’ at the Funds Europe Awards 2023

These high-profile awards acknowledge individual and company contributions within the European funds community and credit those who have advanced the cross-border agenda within the funds industry.

11/09/2023

UBS Seeks to Shed $5B in Rich Clients’ Assets

UBS Seeks to Shed $5B in Rich Clients’ Assets

11/09/2023

Julius Baer Walks on Eggshells in Italy

The Milan-based subsidiary has about 5 billion euros in assets under management and is reputedly worth between 40 and 40 million euros.

11/09/2023

More bond managers should take FX risk: UBP selector

The first video from the Talking Trends panel at Citywire’s Gstaad event focuses on fixed income.

11/08/2023

Hightower Announces Strategic Investment in Orlando-based Resource Consulting Group

Hightower strengthens its presence in the Southeast region by adding $2.5 billion registered investment advisor in Orlando, FL

11/08/2023

EAM Wrise looks to double client adviser headcount to 50

The external asset manager is looking to recruit 25 more private bankers, with further offices expected to be open in the coming months.

11/08/2023

Private banking: maybe you do fit the profile!

A personalised relationship is then established as part of a comprehensive approach that combines three aspects: financial, tax and legal.

11/08/2023

ABN AMRO reports net profit of EUR 759 million for Q3 2023

Net profit in the third quarter was EUR 759 million and our return on equity (ROE) was 13.6%. At EUR 1,533 million, NII was 20% higher than last year.

11/08/2023

Iqbal Khans Surfs a Wave of New Money

It is an effort to keep momentum while attempting to make the bank's vision of being a future wealth management powerhouse a reality.

11/08/2023

Ex-GAM chair on Liontrust, NewGAMe and what he would’ve changed

In an in-depth interview, David Jacob talks about his six-year involvement with the Swiss asset manager, from post-Haywood problems to the aborted takeover by Liontrust and more.

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