05/02/2024
Banque Cramer has a surprising CEO
he former head of CIC Bank has also taken over as the new CEO - and an ex-Finma employee is joining the board of directors.
Wealth and Asset Management
05/02/2024
Standard Chartered PLC Q1’24 Result
A reconciliation of restructuring and other items
05/02/2024
Mirabaud banker takes senior post at Top 50 IAM
Flavio Castello Branco has spent over 40 years working in finance, including a stint at Credit Suisse.
05/02/2024
StratiFi and Altruist form strategic alliance
Tech platforms collaborate to enhance wealth managers' practices.
05/02/2024
Sanctuary Wealth acquires Tru Independence
Sanctuary Wealth redefines its RIA channel with their latest purchase.
05/02/2024
Private banks dipping toes into semi-liquid funds but platforms fail to attract
It’s challenging to build a diversified portfolio solely with semi-liquid assets, but European private banks are already using them to complement listed equities and bonds.
05/02/2024
Five Arrows announces reset of European CLO, Contego X
This reset transaction attracted strong demand from a wide investor base.
05/02/2024
Coutts prepares to dump £2.7bn of UK shares in funds ‘recalibration‘
Coutts CIO Fahad Kamal says that traditionally high allocations to UK shares in portfolios are an ‘anachronism’.
05/02/2024
“Coutts were streets ahead of any other bank“ – how we helped USA based clients come home to the UK
Our clients detail how “excellent and truly personalised service” helped them and their family get set up in the UK.
05/02/2024
Key considerations for scaling your company in a new market
ZEDRA’s corporate team spends most of its time working with ambitious, high growth companies expanding into new markets.
05/01/2024
Wealth clients consider switching amid complex investment needs
Use of independent financial advisers is also expected to increase from 20 per cent in 2021 to 27 per cent, while usage of alternative investment firms or full-service institutions is set to decline.
05/01/2024
Dubai's 120 richest families and individuals own $1trln in wealth
The emirate is home to 68,500 millionaires with at least $1 million in liquid assets and 206 centi-millionaires
05/01/2024
Stephens Announces New Shreveport Location for Its Private Wealth Management Group
The new office at 7600 Fern Ave, Building 1300, is home to a dedicated team of Stephens financial advisors with deep roots in Louisiana.
05/01/2024
AIA Singapore unveils wealth strategy and ambitious plans to be the top insurer in the wealth segment
The increase in regional and domestic wealth primes AIA Singapore's wealth strategy with the launch of AIA Wealth Centre to provide bespoke experiences for customers in Singapore.
05/01/2024
More from Fewer: The Growing Role of Ultra-Wealthy Donors
The Altrata report defines “ultra-wealthy” or “ultra-high-net worth” (UHNW) donors as having a net worth of $30 million or more.
05/01/2024
Integrating ESG in practice for charities
Many charities view ESG investment as a combination of risk management and values-based investing because a lot of charities conflate ESG investing with ethical investing. But the two are not the same thing.
05/01/2024
Ardevora four return with new funds business
Ben Fitchew is one of the quartet of fund managers launching Hueristik Capital a few months after their former employer Ardevora shut down.
05/01/2024
Engaging The Next Generation Of Women In Wealth Management
This is in addition to the $10 trillion in total US household financial assets women already control.
05/01/2024
Private equity boom in the UK’s wealth management sector
Private equity could be the right product answer for the wealthy in the UK according to some experts in the field.
05/01/2024
ADIB Recognized as UAE’s Best Bank for High-Net-Worth Individuals in Euromoney Global Private Banking Awards 2024
The Euromoney Private Banking Awards, renowned in the global private banking and wealth management domain, spotlight institutions that demonstrate exceptional commitment to meeting the evolving needs of their customers.