Managers of Wealth

Futu Announces Its Wealth Management Business Surpassing $10 billion in AUM

Futu’s fully-owned subsidiary, Moomoo Securities Malaysia Sdn. Bhd., has recently received approval for Institutional UTS Adviser registration

FCA approves PE takeover of Mattioli Woods

Pollen Street’s takeover of the AIM-listed advice and wealth

Wealth managers expect inflows surge into ‘extremely cheap’ UK equities

The survey revealed 88% of wealth managers and financial advisers believe UK retail investors will increase allocations to the asset class in the next six months.

AstroBank wins international recognition for the second consecutive year

Best Bank in Cyprus for 2024 in Private Banking

PIMFA pushes FOS on CMCs

PIMFA argues that a case fee of £250 for CMCs and Professional Representatives does not act as a disincentive to bring forward targeted block cases against firms that have little chance of success.

Private banks professionalise philanthropy services

Private banks are increasingly seeing philanthropy as a way to encourage deeper engagement with wealthy family investors, particularly when dealing with the hard-to-please ‘next generation’ of clients.

Heather Krause named to the Forbes Top Women Wealth Advisors Best-In-State list

This is the second year in a row that she has been named to this list.

Bank Dhofar's Kapoor on its 'pure private banking play'

The bank recently unveiled its new private banking segment, becoming the latest to serve Oman's burgeoning wealthy.

HIGHVERN Announces Mid-Year Promotions

The leading independent fiduciary, corporate and fund services provider has made these promotions following fifteen promotions across multiple jurisdictions end of last year.

Wealth manager EV Digital Invest Assets Management AG awarded top 5-star rating by Capital business magazine

With an outstanding result for EV Digital Invest Assets Management AG: it was one of only 10 wealth managers to receive the highest rating of 5 stars.

Trending issues in Taiwan's wealth management market

With Taiwan historically being excluded from the Common Reporting Standard network, this has posed a dilemma to financial institutions when it comes to money laundering issues.

Skybound Wealth Management opens new office in Cyprus

“Our expansion into Cyprus allows us to navigate the post-Brexit landscape more effectively, ensuring seamless service continuity for our international clients.”

Blackstone, ANZ join forces to target rich families in volatile world

The bank’s new vehicle, ANZ Private Graphene Fund, has set its sights on an absolute return strategy, and enlisted of one of the world’s largest asset managers in Blackstone

Vontobel completes acquisition of a significant minority stake in private infrastructure manager Ancala

This offering will enable clients to benefit from the potential for diversification supported by low correlation to GDP and other major asset classes, as well as attractive risk-adjusted returns.

Nomura seeks global acquisitions to expand wealth management business

Chief of Japan’s biggest brokerage and investment bank says he expects a generational shift with savers becoming more adventurous

HSBC Fights UBS for Asia Wealth Under Former Wall Street Banker

Company lost title to UBS when Credit Suisse was taken over

Raymond James pays £19m redress linked to mystery DFM

The compensation revealed in the firm’s annual update has prompted Raymond James to make changes to its internal controls and processes.

BlackRock to Acquire Preqin, Leading Private Markets Data Solutions Provider

Strategic expansion of Aladdin tech business into fast-growing private markets data segment, unlocking additional $8 billion total addressable market

Kingswood Holdings Full Year 2023 Earnings

Revenue: UK£86.2m (down 41% from FY 2022).

Nucleus completes acquisition of Third Financial

This acquisition significantly expands Nucleus’s capability in the ‘adviser-as-a-platform’ space.

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Wealth and Asset Management