06/09/2023
Hargreaves Lansdown adds BNY Mellon multi-asset fund to Wealth Shortlist
Managed by Simon Nichols
Wealth and Asset Management
06/09/2023
Triple Success for JTC Private Client Services Team in NextGen Leaders' List
The reputation of the individual’s company, their career trajectory, experience and involvement in promoting good organisational culture are all criteria considered by ePrivateClient when compiling the list.
06/09/2023
Wealth Management Platform Market is Projected to Surpass USD 10 Bn By 2032
These advancements have been assisting key players in revolutionizing new operating models to offer credits to several individuals and businesses.
06/08/2023
UK's oldest private bank taps Integral for liquidity aggregation, FX pricing engine, API distribution
“C. Hoare & Co. and their customers will benefit from our cloud-based SaaS offering, delivering fully automated and highly configurable FX workflow.”
06/08/2023
M&G plc Q1 2023 trading statement
Delivered positive net flows and strong investment performance across both the Asset Management and Wealth businesses
06/08/2023
Macquarie’s three real assets funds to crack the UK market
Australian asset management giant Macquarie believes it is the right time to sell its listed infrastructure offering to a wider audience.
06/08/2023
GAM receives request for an EGM from a shareholder
The proposed EGM would contemplate the replacement of the existing board as well as a significant change in the capital structure of the firm to allow additional issuance of capital and the suspension of current shareholder participation rights.
06/08/2023
Schroders receives green light to operate wholly foreign-owned public fund business in China
The combination of the market’s future growth prospects and Schroders’ comprehensive market access offers an advantage in stimulating significant revenue growth in the medium to long-term.
06/08/2023
Rebel investors reject GAM takeover and call for board shake-up
Group with 9% holding says Liontrust offer undervalues Swiss asset manager and is pushing for new directors
06/08/2023
Wealth and Asset Managers Turn to Third-Party Tech Solutions to Cut Costs, Fast-Track Time to Market
These end-to-end platforms deliver complete or near complete functional solutions covering a process from beginning to end.
06/08/2023
1 in 20 M&G staff expected to exit in cutbacks
The firm expects further office closures in the second half of this year
06/07/2023
UBS Executive August Hatecke Likes Singapore Well Enough
As research by finews.asia shows, a decision has yet to be made, and will come in a few weeks at the earliest and once the integration of Credit Suisse has been completed.
06/07/2023
Pershing X unveils wealth management platform
As part of its Wove debut, Pershing X also announced that BNY Mellon Advisors, Inc. will deliver investment solutions through the new platform by using an in-house team of senior investment professionals from across BNY Mellon.
06/07/2023
UBS Financial Advisors in Southern California Named to the Forbes Best-in-State Wealth Advisors
The rankings, developed by SHOOK Research, are based on an algorithm of qualitative and quantitative measures including phone and in-person interviews, compliance records, and revenue generated for their firms.
06/07/2023
Zwei Wealth: Private Banking Became an Outdated Model
The desire among clients to compare products is growing, but navigating the investments is nearly impossible.
06/07/2023
FusionIQ Recognized as Finalist in Two Categories of the Wealth Management 2023 'Wealthies' Industry Awards
FusionIQ's finTAMP delivers the first true digital TAMP, integrating their all-in-one, multi-custodian advisor platform with end-to-end digital investment management technology.
06/07/2023
C. Hoare & Co. adopts Integral’s SaaS FX technology solution
The FX technology solution from Integral delivers advanced liquidity aggregation, a fully customisable pricing engine, and simple API integration.
06/07/2023
UBS Gets Breathing Room for Higher Capital Requirements
Globally systemically important banks have more stringent capital requirements than their smaller counterparts, and the additional time gives UBS more leeway to manage the complicated transaction.
06/07/2023
Citi CEO commits to China expansion, Beijing says
Fraser is the first foreign executive to meet Li since he assumed the role in May of overseeing China's multi-trillion dollar financial industry, excluding the securities sector.
06/06/2023
Former Julius Baer EM heavyweight launches boutique
Former Citywire AAA-rated Cesar Fernandez has become a founding partner of Alpha Credit Advisors, where he will be chief investment officer.