12/12/2023
High-net-worth individuals and families have worrying gaps in their financial security
New report shows lack of protection for possessions, data and reputation
Wealth and Asset Management
12/11/2023
Harlan Partners Joins Crescent Wealth Management as an Affiliate Partner
This partnership brings an expanded scope of services in the financial and insurance industry, allowing the managing partners of Harlan to offer more sophisticated solutions to their clients.
12/11/2023
Macquarie private bankers pop up at rival
Shaws has been on a tear this year, picking off almost 20 Morgan Stanley Wealth Management Australia advisers last month who together oversee some $3 billion in total assets.
12/11/2023
Coutts banker wins prestigious Banker of the Year Award
Alison Graham won the ‘Banker of the Year’ at the Women in Finance UK Awards 2023
12/11/2023
Ex-GAM bidder Liontrust hit by downward spiral
This is after they have lost more than half of their value over the course of the year.
12/11/2023
M&G With Profits fund pours $20m into crypto platform
M&G’s flagship fund invests in GFO-X, the UK’s first regulated bitcoin derivatives exchange, on signs the crypto regulatory landscape has matured.
12/11/2023
Lucerne boutique outsources portfolio management to focus on engagement
CSR Beratungsgesellschaft will take over the portfolio management of Ethius Invest’s fund, as the two sustainable investment specialists launch a partnership.
12/11/2023
Julius Baer scoops two Channel awards
The annual awards are focused on the wealth management industry, and winners are selected by a distinguished panel of independent judges for performance, innovation, and excellence.
12/11/2023
7IM buys financial planning firm Amicus Wealth
The addition of Amicus Wealth creates a group with a combined AUM of approximately £22bn, employing over 550 people.
12/11/2023
BNP Paribas Wealth Management Shares Key Investment Themes and Outlook for 2024
In addition, governments will need “to commit considerable resources to reduce reliance on fossil fuels and transform the economy in order to meet climate goals.
12/11/2023
Deutsche Bank completes € 450 million share buyback program
These distributions represent progress towards management’s goal to distribute around € 8 billion to shareholders in respect of the financial years 2021 - 2025.
12/08/2023
Apac remains a growth region for asset managers: KPMG
A new report by KPMG finds that asset managers can generate higher and more stable margins in Asia Pacific.
12/08/2023
Broadridge: JPMAM Widens China Lead via Branding
Amid an integration with Credit Suisse, UBS Global Asset Management maintained its ranking in the third spot as a drop in its branding score was offset by other positive developments, such as higher assets under management in China.
12/08/2023
BNP Paribas Wealth Management presents its six most relevant investment themes for 2024
In addition, governments will need to commit considerable resources to reduce reliance on fossil fuels and transform the economy in order to meet climate goals.
12/08/2023
Geneva private bank is expanding in Zurich
The financial institution has hired three new relationship managers in the Zurich branch.
12/08/2023
Next-gen billionaires are breaking away from their family businesses as they inherit wealth
Billionaires who have inherited family wealth are more risk tolerant than their predecessors, while many are choosing to follow their own paths in business and philanthropy, according to UBS
12/08/2023
Julius Baer and the Anatomy of Resignation
The CEO usually takes responsibility for incidents that could potentially put a company in significant difficulty.
12/08/2023
Lombard Odier: Top 10 Investment Convictions in 2024
And on the macroeconomic environment, the bank notes that «historical evidence argues against ruling out a recession» though it is still positive.
12/08/2023
Where are the opportunities and challenges for the APAC wealth management sector?
As demand for wealth management services in the region increases
12/08/2023
Unlocking the potential of modern wealth management
One key aspect of modern wealth management involves embracing a holistic approach to financial well-being.