11/28/2024
Bowmore is latest win powering Nucleus’ growth
In total, Third has won the custody mandate for 10 new clients in the last year, including Capital Financial Markets, Lowes and Mountstone.
Wealth and Asset Management
11/28/2024
Cazenove Capital’s sustainable funds partner with climate justice and environmental charities
Conservation of the ocean, protecting biodiversity, ensuring climate justice
11/28/2024
Impax Asset Management Group plc Results for the year ended 30 September 2024
The Company has made material strategic progress and delivered improved investment performance while focusing on operational efficiency and the control of costs.
11/28/2024
UBS returns to tap high net worth women’s wealth
The firm is targeting the rising number of rich women and family offices in the country
11/28/2024
HSBC hosts private markets summit for its global private banking clients
The first private markets conference for global private banking clients was held in Hong Kong by HSBC.
11/28/2024
SGKB sustainable fund duo receive first Citywire ratings
Raphaela Koch and Raphael Arn manage four eco-labelled multi-asset funds.
11/28/2024
UK wealth manager St James’s Place winds down property funds
The firm expects to liquidate most assets over two years, with investors receiving periodic returns.
11/28/2024
Independent Advisor Solutions forges alliance with Goldman Sachs
This move follows last month's launch of Independent Advisor Solutions and the "MiBLOX" collaboration with BlackRock.
11/28/2024
CFA to launch private wealth certificate next summer
Curriculum spans topics including managing multi-generational wealth to estate planning and alternative investments
11/27/2024
HSBC GPB opens new office in Kuwait
The opening comes over a year after HSBC GPB's market head at HSBC Kuwait is Rayan Kazerooni joined.
11/27/2024
Singapore Wealth Management Leader Joyce Woo on Ensuring Transparent, Rules-Based Client Solutions
Woo underscored the importance of a systematic, rules-based investment process and the value of separating advisory functions from investment decision-making.
11/27/2024
Nomura’s Strategy for Scalable Growth and Operational Excellence in Wealth Management
This focus on scalability, Ajit explained, has driven Nomura to develop a streamlined operational framework that reduces bottlenecks and enhances efficiency.
11/27/2024
Franklin Templeton gets green light for first private markets offering aimed at wealth channel
Firm’s first open-ended strategy will offer wealth investors access to opportunities in private equity secondaries
11/27/2024
J.P. Morgan Private Bank report reveals how wealthy families can adapt in a complex world
New Global Family Office Report highlights governance, succession planning, investment management and cybersecurity as key areas of concern
11/27/2024
Canaccord Genuity Group Inc. Statement regarding recent Media Coverage
The Company regularly explores opportunities to strengthen the value of its business and has been an active acquiror in all geographies where it has operations.
11/27/2024
Blackstone Credit & Insurance Announces $1 Billion Infrastructure Loan Portfolio Purchase From Santander
The portfolio comprises loans that finance assets located largely in Western Europe and the US across the digital infrastructure, utility scale renewable, energy efficiency and transportation sectors.
11/27/2024
UAE’s net wealth reached $2.9trln in 2023, reveals BCG Global Wealth Report
UAE's financial wealth grew by 10% from 2022 to 2023
11/27/2024
‘We’re just not very good at it’: Why bankers and wealth managers are struggling to work together
Some of the City’s biggest banks are looking to maximise links between dealmakers and wealth managers in an attempt to boost margins
11/27/2024
Green Wealth Partners rebrands to LeoVest Partners
LeoVest Partners AG is known as a new force in Swiss wealth management.
11/27/2024
Objectway: Growing Demand for As a Service Models
In fact, the demand for services in Business Process as a Service mode is growing, to outsource some business processes and allow financial operators to automate and optimize operations.