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Wealth and Asset Management

12/02/2024

Söderberg & Partners takes stake in three more UK advice businesses

With over £3bn in assets, Hoyl is renowned for building long-lasting client relationships and consistently delivering high-quality financial advice to the highest professional standards.

11/29/2024

LGT Bank receives top marks in this year’s quality tests

At the Handelsblatt Elite Report awards ceremony yesterday in Salzburg, LGT once again secured a spot among the top ten elite wealth managers in German-speaking countries.

11/29/2024

Commerzbank Asset Manager Yellowfin launches mixed fund

It is the first mixed fund that Yellowfin manages for Commerzbank's wealth management.

11/29/2024

‘Our wealth management services are strengthened by the backing of the Mauritius IFC’ – Carrick Wealth

The Mauritius VCC ringfences each sub-fund or SPV assets and so prevents cross-contamination of risk.

11/29/2024

Endowus Launches First Brand Campaign to Transform Wealth Management Landscape in Hong Kong

The large-scale campaign was created with VML Hong Kong

11/29/2024

DBS India rolls out enhanced wealth management offering

The latest initiative targets high-net-worth individuals as well as non-resident Indians.

11/29/2024

DFMs’ trapped clients set for crunch meeting after custodian collapse

IBP Markets held £653m in its custody services business when fell into special administration last year, following FCA restrictions over financial crime risks.

11/29/2024

Strive Asset Management expands into anti-ESG direct indexing

The company, co-founded by Vivek Ramaswamy, has agreements to offer the service via Charles Schwab and Fidelity

11/29/2024

Preparing The Next Generation For The Great Wealth Transfer.

As younger generations prepare to inherit potentially life-changing sums, the need for education, meticulous planning and responsible stewardship is growing ever more acute.

11/29/2024

Rich Ranking: How the banking families and managers fared

This year, the trial of several members of the Indian Hinduja family of entrepreneurs, who were on trial in Geneva for exploiting their domestic workers, made headlines.

11/29/2024

Client experience – trends and developments

Emerging trends and key developments shaping client experience in wealth management by Brewen Latimier, Financial Services Consultant, Colombus Consulting

11/28/2024

Standard Chartered explores the sale of a small number of businesses to boost investment in its affluent franchise

The Group will concentrate its resources in these markets on serving the cross-border needs of global corporate and financial institution clients.

11/28/2024

NAB Private Wealth awarded Australia’s Best Private Bank for fourth straight year

Award recognises the bank’s commitment to delivering world-class private wealth services to high-net worth families and individuals and their evolving wealth needs.

11/28/2024

Partners Group invests record USD 1.2 billion in infrastructure secondaries in twelve months

The record investment level reflects the increasing opportunity set available in the infrastructure secondaries market.

11/28/2024

Fidelity and Maybank launch multi-asset fund in Malaysia

The MAMG Alpha Capital & Income Opportunities fund has been launched in Malaysia.

11/28/2024

Bowmore is latest win powering Nucleus’ growth

In total, Third has won the custody mandate for 10 new clients in the last year, including Capital Financial Markets, Lowes and Mountstone.

11/28/2024

Cazenove Capital’s sustainable funds partner with climate justice and environmental charities

Conservation of the ocean, protecting biodiversity, ensuring climate justice

11/28/2024

Impax Asset Management Group plc Results for the year ended 30 September 2024

The Company has made material strategic progress and delivered improved investment performance while focusing on operational efficiency and the control of costs.

11/28/2024

UBS returns to tap high net worth women’s wealth

The firm is targeting the rising number of rich women and family offices in the country

11/28/2024

HSBC hosts private markets summit for its global private banking clients

The first private markets conference for global private banking clients was held in Hong Kong by HSBC.

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