11/21/2024
Julius Baer: Interim Management Statement for the first ten months of 2024
Substantial increase in client assets – Accelerated net inflows – Solid capital position – Start date of new CEO set for 9 January 2025.
Wealth and Asset Management
11/21/2024
Margetts Wealth stays independent with management buy-in
The aim is to go for 20% growth over the next twelve months
11/21/2024
‘Articulate the alpha!’ Arbuthnot’s Osman tells fund managers
Arbuthnot investment head Eren Osman believes fund managers need to ‘surgically’ demonstrate how they generate alpha as the ETF threat to their existance grows.
11/21/2024
Liontrust to Integrate Global Fixed Income Team into Liontrust Multi-Asset Team
Both the MA and GFI teams believe there will be greater diversity in interest rate policies around the world going forward.
11/21/2024
JTC Recognised Again at Wealthbriefing Channel Islands Awards
Recognition at the Wealthbriefing Channel Islands Awards concludes another highly successful year for JTC’s PCS team
11/21/2024
MAG Wealth Management takes over Ovation Wealth Advisors
The merger is set to establish Minnesota's first Carson Wealth location, with $350m in assets.
11/20/2024
Nordea completes the acquisition of Danske Bank’s personal customer and private banking business in Norway
The acquisition is an ideal strategic fit for Nordea and will strengthen Nordea’s market position in Norway among household customers.
11/20/2024
Gonet to merge with private bank
The deal to take over One Swiss Bank will take the assets under management of the Arab Bank Switzerland Group to nearly CHF 20bn.
11/20/2024
EFG International reports 10-months 2024 business update
Revenue margin was 96 basis points for the first ten months of 2024, compared to 97 basis points for 1H24 and 99 basis points for FY23
11/20/2024
Robinhood Dives Into Wealth Management With Acquisition of TradePMR
The deal gives Robinhood a toehold in one of the fastest-growing segments of the multi-trillion dollar wealth management industry—and advances Robinhood’s goal of diversifying its business.
11/20/2024
Quilter Investors Monthly Income range introduces new asset classes to portfolio
The emerging market debt exposure will stand at 1.25% in the Monthly Income portfolio and 0.75% in the Monthly Income & Growth portfolio.
11/20/2024
Liontrust Implements Data Solution in Collaboration with BlackRock Aladdin and BNY to Enhance Investment Management, Client Service and Scalability
The new technology solution improves investment and risk tools, enables productivity gains and enhances the information supplied to Liontrust’s investment teams and clients.
11/20/2024
Ninety One acquires Sanlam Investment Management
It will take over management of its £17bn in assets under management
11/20/2024
Wealth managers optimistic for 2025 despite potential risks
Europe and Germany, however, may not be in for a good time.
11/20/2024
UBS Partners With ART SG For Third Year
UBS will become the founding and lead partner of ART SG, an international art fair for Singapore and Southeast Asia, for the third consecutive year in 2025
11/20/2024
Sergio Ermotti Honored as Banker of the Year
His integration achievements were praised as one of his outstanding qualities.
11/20/2024
Baloise refocusing strategy being implemented – cash generation of over CHF 550 million expected
The sale of the portfolio of the digital insurer FRIDAY, announced at the end of October, was a further step in the new strategic direction.
11/20/2024
HSBC Revamps Premier Wealth Banking Strategy
New London wealth center to attract affluent clientele with exclusive services and events
11/20/2024
ZKB completes final close of carbon solutions private equity fund
The Swisscanto Fund Private Equity World Carbon Solutions, which has a volume of around CHF 130m, has already made seven investments.
11/20/2024
Fieldpoint Private Bank plans to move HQ to new Greenwich location
The bank serves entrepreneurs, families, businesses and institutions directly, as well as through partnerships with Registered Independent Advisors (RIAs) and other independent financial advisory firms.