09/23/2024
Private Banking Awards 2024: Recognizing Excellence in Wealth Management
This year, 21 providers participated, with peers evaluating each other’s performance, ensuring an independent and objective ranking.
Wealth and Asset Management
09/23/2024
Santander Private Banking expands global presence with first regional headquarters in DIFC
It will provide services for high-net-worth and ultra-high-net-worth individuals in the Middle East
09/23/2024
Carmignac enters private markets with launch of Article 8 PE strategy
The Carmignac Private Evergreen fund will be run as part of a strategic partnership with secondaries firm Clipway
09/20/2024
Vontobel to acquire client book from IHAG Privatbank
The transaction is expected to have a positive impact on Vontobel’s group net profit from day one.
09/20/2024
Savant Wealth Management Ranks 17th on Barron’s 2024 Top 100 RIA Firms
Ranking Based on Assets, Growth, Technology, Succession Planning and More
09/20/2024
Asian Anchors: Leading the Way in Captive Innovation
Guiding risk management in a continually changing captive insurance environment
09/20/2024
Wealth Managers turn to technology to address challenges
The study found around three out of four (74%) questioned said they expect to increase investment in technology to help address regulatory demands with 35% expecting a dramatic increase over the next three years.
09/20/2024
DBS aims to double fees from wealth management by 2027 as rich shift assets to Singapore, Asia
Wealthy clients of South-east Asia’s largest bank usually invest their cash to improve returns
09/20/2024
Itaú Private Partners with Addepar to Deliver a Comprehensive Global Investment Solution
Exclusive collaboration enhances wealth management services with cutting-edge data aggregation and performance reporting tools
09/20/2024
UK wealth managers and IFAs see rising interest in leveraged exposure
The study has revealed that 85% of UK-based wealth managers and IFAs report that their clients have invested in financial instruments that offer leveraged exposure.
09/20/2024
Raiffeisen stamps deal with Soven 1 Holding to sell Priorbank JSC
RBI signs a contract to sell Priorbank JSC to Soven 1 Holding Limited.
09/20/2024
World’s biggest millionaire boom draws wealth managers to Taiwan
A bank predicts the number of millionaires in the territory will grow by half in the five years to 2028, reaching almost 1.2 million
09/20/2024
What the original Top 30 did next: Hannah Buxton, Coutts
In a new feature, we catch up with some of the wealth managers from our early Top 30 under 30 classes.
09/20/2024
Saffery Trust named Trust Company of the Year at 2024 STEP Private Client Awards
The firm was also recognised for its contribution to its community
09/19/2024
Williams Jones Wealth Management Named to Barron’s 2024 Top 100 RIA Firms List
Williams Jones offers a wide range of services, including investment management, financial planning, retirement planning, estate planning, and philanthropic guidance.
09/19/2024
Deutsche Bank strengthens its comprehensive advisory approach and invests in digitalization
Deutsche Bank remains the bank for clients looking for high-quality advice.
09/19/2024
Close Brothers agrees sale of Close Brothers Asset Management to Oaktree
The Transaction is expected to complete in early 2025 calendar year and is conditional upon receipt of certain customary regulatory approvals
09/19/2024
Close Brother Preliminary Results for the year end to 31 July 2024
The FCA's review of historical motor finance commission arrangements announced in January introduced significant uncertainty for the group.
09/19/2024
Swiss Private Bank Donates Digital Artwork to Kunsthaus Zurich
This immersive artwork is based on glacier data and innovatively visualizes the dramatic effects of climate change.
09/19/2024
Wealth platform Wrise expands in Hong Kong as more family offices set up shop
The company is an independent platform that is linked with 150 financial partners, including Goldman Sachs, JPMorgan, UBS and others