04/14/2023
Nick Train adds to Experian, hails Schroders after banking woes
The leading UK portfolio manager has been adding to the world’s biggest credit bureau on banking sector weakness.
Wealth and Asset Management
04/14/2023
Lloyd’s Investment Platform launches Schroders Capital-managed Private Impact Fund with £250m initial allocation for sustainability-focused assets
This builds on the investment partnership announced last year with Schroders Solutions, part of the Schroders Group.
04/14/2023
Alpian CIO warns of long-term challenges for Swiss real estate
In addition to recent interest rate hikes, demographic trends could lead to many stocks hitting the markets in 15 years.
04/14/2023
Celebrating the Best of the Best: Swiss Derivative Awards 2023
2022 was a difficult investment year, presenting a challenging market environment. Nevertheless, turnover in the Swiss market for structured products proved to be stable, as structured products offer investment opportunities even in volatile market situat
04/14/2023
MAS has not asked banks to 'keep quiet' about origins of wealth inflows into Singapore: Private banking group
The article published on Friday claimed that the directive was made during a meeting of an industry group comprising bankers and regulators on Feb 20.
04/13/2023
Bergos Partners With Verve Ventures
The Zurich-based private bank Bergos is continuously expanding its offering.
04/13/2023
Quarterly financial statements of LUKB as of March 31, 2023
For the entire 2023 financial year, LUKB still wants to achieve a consolidated profit of over CHF 235 million.
04/13/2023
Brooks Macdonald flows up 3.5%
The results also revealed that total net inflows in the quarter amounted to £373mn, equivalent to an annualised growth rate of 9 per cent, according to a note by Peel Hunt.
04/13/2023
Rathbones and Investec tie up necessary correction for market, experts say
The terms of the tie-up imply an equity value of approximately £839m for Investec Wealth and Investment UK.
04/13/2023
FNZ and Virgin Money launch transformative new digital investment platform to inspire new generation of investors
The innovative platform provides a seamless front-end digital experience and includes full investment operations capabilities covering back-end operations, investor administration and contact centre solutions.
04/13/2023
HSBC Plans to Add 30 Private Bankers in Fresh India Wealth Push
Only a quarter of India’s $600 billion wealth industry, which is expanding annually at 12%, is managed professionally, Julius Baer Group Ltd. said earlier this year.
04/12/2023
Impax Asset Management Group Q2 AUM update
On 31 March 2023, the Company’s AUM totalled £40.1 billion, an increase of 5.7% for the quarter, which included net inflows of £326 million.
04/12/2023
Modern Wealth Management Launches with Equity Financing from Crestview Partners
Modern Wealth Management aims to acquire select RIAs as anchor offices in strategic locations across the United States to build out an integrated financial services enterprise.
04/12/2023
Wealth Dynamix COO Makes Top 25 Women Leaders in Financial Technology for Europe for 2023
They represent key executive roles as well as specialised functions from CEO and COO to CTO and CMO as well as other prominent roles.
04/12/2023
Khan Says UBS May Retain Credit Suisse's India Wealth Unit
Khan ran the business for Credit Suisse before he left for UBS in 2019.
04/11/2023
Macquarie Asset Management and Magma Equities acquire Dallas area 285-unit multi-family investment
DFW is one of the fastest growing metro areas in the US due to the combination of its strong job and population growth, business friendly nature and affordability.
04/11/2023
JP Morgan private bank surpasses 3,000 adviser mark for the first time
In her 2022 letter to shareholders Mary Callahan Erdoes, CEO of Asset & Wealth Management, focused on the investments the firm made into private banking during the year.
04/11/2023
RBC Snags $1B Team From Troubled First Republic Bank
The Todd Halbrook and Adam MacDonald Management Group in Newport Beach, Calif. is departing First Republic a little more than a month after some regional banks collapsed.
04/11/2023
Sanctuary Wealth Congratulates 14 Advisors Named to Forbes' Best-in-State Wealth Advisors List
Two affiliated advisors also named to Forbes' America's Top Wealth Advisors list
04/11/2023
UBS advisors Drew Freides and Michael Kanigher named to the Barron’s Top 1200 Advisors list
Drew and Michael are founding members of Mainsail Wealth Partners, one of the largest advisor teams at UBS, which includes Private Wealth Advisors Steven Westerman and Brendan Carroll, and Financial Advisors Melanie Desma McFedries and Kate Freeman.