12/03/2024
Bellevue expects halving of net profits
The speciality healthcare fund firm has seen a decline in earnings following a drop in assets under management.
Wealth and Asset Management
12/03/2024
Lombard Odier: Zurich EAM Desk Reaches the Next Level
What sets the Zurich team apart from EAM desks at other private banks is the suite of tools at their disposal.
12/03/2024
Partners Group agrees to acquire real estate platform Empira Group
The transaction will enhance Partners Group’s position as a global real estate investor and support its ambitious growth plans as the asset class enters a new paradigm for investing.
12/03/2024
Standard Chartered targets USD200 billion in net new money and double-digit wealth growth over next five years
In the first nine months of 2024, the Bank achieved a faster NNM acquisition rate than its peers.
12/03/2024
Schroder AsiaPacific Fund plc - Full Year Results
The Company made a positive return over the period, with a NAV total return of 16.5% though this lagged the benchmark return of 17.3%.
12/03/2024
SJP clients face £3mn bill for funds they are locked into
Clients will receive some payment as assets are sold over the coming two years.
12/03/2024
Schroders Investment Outlook 2025: Look beyond recent winners for return opportunities
For global equities, the dominance of technology and AI has characterised this year's market, but the shifting dynamics suggest the potential for other sectors and regions to emerge.
12/03/2024
IAM Valeur Group buys two Swiss companies
All staff at Anova Partners and Mayfair Financial Services will be retained, taking the group employee count to 90.
12/03/2024
BlackRock targets private credit growth with $12 bln HPS acquisition
BlackRock CEO Larry Fink has previously outlined private credit to be a "primary growth driver" within alternatives for BlackRock in coming years.
12/03/2024
“Putting the client at the centre of our approach”
The country has a number of solid assets to offer these families, starting with its multiculturalism and multilingualism.
12/03/2024
Singapore's DBS hires private bankers for rich Russians as rivals balk
The bank’s stock rose to another record high on Tuesday, outpacing gains at rivals.
12/03/2024
Quilter Cheviot launches investment proposal tool to streamline advisers’ processes
The investment proposal tool aims to lessen the amount of time it takes to create reports for clients reflecting their recommendations.
12/02/2024
Standard Chartered exploring potential sale of wealth and retail banking units in Botswana, Uganda and Zambia
Standard Chartered states that the move aligns with the “refreshed strategic priorities” outlined in its third quarter 2024 results.
12/02/2024
Navigating the Future of Private Wealth Management: Insights from Harn Tan of RBC Wealth Management
His insights covered emerging investment themes, the role of fixed income, and the increasing demand for customised portfolio strategies in a high-rate environment.
12/02/2024
Singapore banks expect wealth management, loans to drive earnings momentum
The biggest lender by assets in Southeast Asia notched quarterly earnings above S$3 billion for the first time.
12/02/2024
J. Safra Sarasin Group Completes the Acquisition of MIV Asset Management AG
MIV will maintain its existing investment strategy and organisational structure to ensure solid performance and uninterrupted service for clients.
12/02/2024
Another cantonal bank joins AMAS
This means that nine cantonal banks are now members of the association.
12/02/2024
Brooks Macdonald completes acquisition of Lucas Fettes Financial Planning
The acquisition will enhance the Group’s financial planning capability and enhance its presence in East Anglia.
12/02/2024
Citigroup Exits Asian Retail Banking Market In Shift To Wealth Management
The move has reshaped markets and sparked conversations about its impact.
12/02/2024
BNP Paribas Wealth Management presents its five most relevant investment themes for 2025
Finally, the AI investment wave and the will for energy transition will create new opportunities in the Healthcare, Energy and non-tech sectors that can put AI models to profitable use.