09/13/2024
Hightower Makes Strategic Investment in Charles D. Hyman & Co.
$2.3 Billion RIA has been advising families on their wealth for 30 years
Wealth and Asset Management
09/13/2024
AIA's wealth plug sees traction five months after launch
The insurance industry is ramping up its wealth offerings, looking to differentiate from private banks, by offering universal life and whole life solutions for mass affluent and high net worth clients.
09/13/2024
World’s Biggest Millionaire Boom Draws Wealth Managers to Taiwan
JPMorgan, AllianzGI and rivals are racing to get some of the cash generated by a surging tech sector.
09/13/2024
Raiffeisen relies on internal expertise in the asset management of its Futura funds
The change in the management of the active Futura funds from Vontobel to Raiffeisen enables holistic, internal management of Raiffeisen investment solutions and products.
09/13/2024
HSBC Private Banking Cheuk Wan Fan Expects Fed to Start Rate Cut Cycle in Sep
Central bank rate cuts will have a positive impact on bond, equity and asset valuations.
09/13/2024
Rapid HNW expansion poses ‘significant’ advice opportunity
The growing HNW segment, who are increasingly demanding specialist advice, indicates a clear opportunity for advisers looking to service a greater number of wealthier clients.
09/13/2024
Wealth management for athletes
As an athlete or sportsperson, you’ll face plenty of big wealth management decisions before the final whistle blows on your career.
09/13/2024
The impact of geopolitics on the Swiss financial centre
The impact of geopolitical events on those qualities, and the way in which Switzerland positions itself internationally, are therefore of crucial importance.
09/12/2024
Shanghai Police Investigate Hywin Wealth
The case thus far involves two suspects – surnamed Han and Wang – with the aim of the probe to recover losses and protect investors’ interest.
09/12/2024
The UK investment gap: £430 billion in cash savings not invested by UK adults
Barclays believes that changes to regulation and improved consumer support are key to addressing the investment gap and enabling more UK savers to invest.
09/12/2024
Investment operations remain core to wealth managers’ tech stacks
As a concept, it has gained a lot of traction in recent years with specialist fintechs springing up, each offering a best-of-breed niche solution.
09/12/2024
ZEDRA confirms completion of acquisition of Blackstones in Poland
Blackstones’ service offering includes accounting & reporting, HR & payroll, company formation and corporate services.
09/12/2024
The Proper Way to Ask a Private Banking Client for a Selfie
An updated Monetary Authority of Singapore circular from early 2022 shows a willingness to tread new, more hallowed grounds, but an unwritten fallback shines through the entire eight pages of electronically delineated nirvana.
09/12/2024
Baloise generates growth in its attractive non-life business and reports an encouraging profit despite higher claims incurred
This increased the adverse impact from large claims and natural disaster claims on the Group’s EBIT by around CHF 30 million compared with the first half of the previous year.
09/12/2024
Canaccord Genuity Group Inc. Announces Acquisition of Brooks Macdonald
The acquisition represents an important addition to the Company's international operations
09/12/2024
How the C&A heirs are shaking up the Swiss asset market
This company has now opened up to external investors.
09/12/2024
BlackRock and Partners Group establish strategic partnership to transform retail wealth access to private markets
Positions BlackRock and Partners Group to capture accelerating growth in private markets and managed models
09/12/2024
Entrepreneurs: preparing for retirement with wealth modelling and financial planning
With the assets often tied up in pensions or the business itself, this is the point at which a good investment strategy should be put in place that suits the individual’s life goals and retirement objectives.
09/12/2024
AllianceBernstein selects Evelyn Partners Fund Solutions as ACD for UK OEIC range
The funds were launched in 2019 and now manage assets in excess of $1bn.
09/12/2024
Northern Trust launches solution for institutional carbon credits
The Northern Trust Carbon Ecosystem supports the growing interest in the voluntary carbon market by providing a digital lifecycle management capability for voluntary carbon credits.