05/03/2024
York boss is a national wealth management winner
Her engaging commentary marks Lucy out as both a thoughtful leader and a great ambassador for the wider wealth management industry.
Wealth and Asset Management
05/03/2024
Macquarie Group announces $A3,522 million full-year profit
Profit for the half year ended 31 March 2024 (2H24) was $A2,107 million
05/03/2024
Janus Henderson to acquire Tabula IM as part of European ETF market push
US asset manager also announces deal for NBK Capital Partners
05/03/2024
Deutsche Bank Aims to Double Southeast Asia AUM
Deutsche Bank plans to its double assets under management (AUM) for clients in Southeast Asia as well as the Middle East, over the next five years
05/03/2024
Vontobel awards visionary artists
The Swiss investment house Vontobel has been involved in the art world for years, particularly through the “A New Gaze” sponsorship award .
05/03/2024
Mirova pursues its commitment to equal opportunities with Vox Populi
In addition to the coaching workshops, Mirova’s teams also took the time to present a detailed overview of the various professions and career opportunities in impact finance.
05/03/2024
Why EdR hired five quants for its multi-management team
Assessing fund risk is getting easier due to increased resources, according to the bank’s fund research head, Alexander de Bruin.
05/03/2024
The evolution of wealth management in the Middle East
For economists, it has always an area of geopolitical focus.
05/03/2024
UBS division is apparently facing tough austerity cuts
The possible savings apparently also affect the personnel, including those who have previously worked for the CS rear service in Switzerland.
05/03/2024
Sale of Kairos to Anima successfully completed
As per today’s closing date, Kairos has been deconsolidated from Julius Baer Group.
05/03/2024
Julius Baer CEO eyes gains from Credit Suisse's fall -media
Julius Baer is Switzerland's largest private bank.
05/03/2024
Mirabaud Bank Targets Expansion in Brazil’s Wealth Management Sector
With plans to triple its managed assets in Brazil within the next two years, the firm is positioning itself to capture the burgeoning wealth management market in the region.
05/02/2024
Asset managers focusing on enhancing product quality, accuracy – Northern Trust
A spokesperson for Northern Trust explained that "accuracy" refers to "having the right product for the right client."
05/02/2024
Quilter’s WealthSelect executes ad-hoc rebalance to capitalise on market shifts
This was primarily driven by a significant increase in the price of physical gold. Concurrently, the market’s anticipation of potential rate cuts has continued to diminish.
05/02/2024
abrdn Forms Asian Digital Platform via Partnership
abrdn and FNZ have formed a strategic partnership to develop a multi-distributor, open architecture digital wealth platform in Asia
05/02/2024
Solving investment governance challenges in asset and wealth management
Learn how institutional asset owners and wealth managers can develop investment governance frameworks to mitigate risk and foster sustainable growth.
05/02/2024
Marc Puig, the beauty boss giving his family wealth instead of power
Spanish group Puig is aiming for top-of-the-range €14bn valuation when it lists this week
05/02/2024
Third Financial continues exceptional new business momentum, attracting boutique wealth firm
Its approach is personalised investment management with high levels of service, where investment strategies are tailored to individual client needs.
05/02/2024
DBS First-quarter net profit rises 15% to SGD 2.96 billion while return on equity increases to 19.4%, both at new highs
Compared to the previous quarter, net profit was 24% higher.
05/02/2024
Deutsche Bank's Marco Pagliara on costs, cuts and Middle East collabs
The German private bank's new Asia head outlines the challenges of covering the market amid industry-wide cost-cutting and revenue contractions, and how he plans to focus on single-family offices.