11/02/2023
Schroders launches two sustainability-focused equity funds
One of the funds - Schroder ISF Circular Economy- will focus on global investments in companies contributing to the transition to a circular economy.
Wealth and Asset Management
11/02/2023
Barclays doubles African private banking business via Credit Suisse referral agreement
The bank is now serving billionaires and affluent families across South Africa, Nigeria, Ghana, and Kenya, with a particular focus on the agritech and fintech sectors.
11/02/2023
Will Goldman Sachs’s big bet on wealth management work?
David Solomon is counting on the newly merged division to close the bank’s valuation gap — and secure his job
11/02/2023
MM Meets… FNZ’s Alastair Conway: ‘I’ve got the best of both worlds’
The UK, Middle East and Africa CEO is relishing his main task of furthering FNZ’s mission of ‘opening up wealth’
11/01/2023
Charting the Future of Family Wealth Management in the UAE: the DIFC Family Wealth Centre - October 2023
This initiative recognizes and supports the needs of HNWIs and families, and offers a hub of knowledge, guidance, and accreditation that will support their enduring success.
11/01/2023
Hong Kong Raises its Game to Appeal to More UHNW Families and Family Offices
These and a host of other key issues were debated in the opening panel discussion of the Hubbis Wealth Solutions Forum in Hong Kong on October 18.
11/01/2023
Evelyn Partners generated £1.8 billion of gross inflows in Q3, increased AuMA to £55.6 billion and saw Q3 operating income rise 7.8% year-on-year
Despite a challenging market backdrop, the group continued to generate significant new business and grow year-on-year operating income.
11/01/2023
Calton Wealth makes first acquisition in ‘key step’ for growth plans
Founder and managing director Ian Morrison will join Calton as an employed adviser from today (1 November).
11/01/2023
Why St James’s Place and Britain’s troubled wealth managers could be a savvy bet for investors
The UK’s biggest wealth manager St James’s Place has seen its value fall by more than 42 per cent this year, while rival Quilter has fallen by more than 15 per cent.
11/01/2023
New Swiss Custody Bank on the Horizon
For years, the market has been firmly under the aegis of a number of established providers.
11/01/2023
Quilter Investors Cirilium range adds new value and infrastructure funds
The global economy has continued on a trajectory that implies a ‘soft landing’ or ‘muddle through’ environment.
11/01/2023
Lumin Wealth acquires BW Financial Consultants
This partnership will enable us to leverage their extensive resources and technology, allowing us to enhance our service offerings.
11/01/2023
Ex-RBC Wealth Management duo launch advice firm for HNWIs
Six Degrees has been founded by Katherine Waller and Ollie Saiman, who have more 40 years of combined experience, including more than a decade at RBC.
11/01/2023
Fideuram – Intesa Sanpaolo Private Banking and Man Group close Asteria transaction and launch new partnership
The completion of the Asteria transaction is the first step in the new partnership.
11/01/2023
Premier Miton strikes deal to buy Tellworth Investments
The asset management firm is to spend up to £6m on the acquisition of the investment boutique.
10/31/2023
Wealth management leaders to study future of the industry
Forward-looking study will analyze how worldwide shifts in investor demographics and needs are expected to transform the wealth industry
10/31/2023
Advies joins Saltus Partnership Programme
This marks a significant milestone for the Saltus Partnership Programme as it continues to build on its existing partners and expand the number of businesses it supports.
10/31/2023
Vontobel achieves stable result for first nine months of 2023
As a result of rising geopolitical risks, institutional investors are staying on the sidelines rather than making new investments.
10/31/2023
Interim results of the Swiss National Bank as at 30 September 2023
As at end-September 2023, the SNB recorded a profit of CHF 1.7 billion before the allocation to the provisions for currency reserves.
10/31/2023
Wealth Manager Top 100 2023: The next 25 top fund pickers
Unveiling the second batch of 25 names to make the cut in this year’s study of the UK’s top fund selectors.