10/16/2023
MKC Wealth buys Wimbledon firm from South African wealth manager
Holborn will rebrand as MKC Wealth and its managing director Emyr Blease will join the company as director
Wealth and Asset Management
10/16/2023
DFM with £400m falls into administration
Liverpool wealth manager and stockbroker Blankstone Sington previously agreed with the FCA to stop taking new clients in 2021.
10/16/2023
abrdn to sell European private equity business for £60m
Follows sale of US private equity arm
10/16/2023
Robin Powell: Why SJP might just pleasantly surprise us
Do two of the FTSE 100 behemoth’s big appointments mean it’s serious about moving in the right direction?
10/16/2023
Evelyn Partners increases allocation to government bonds
In addition, it has also made a small adjustment to the balance within the equity element of the portfolios.
10/16/2023
Top asset managers’ private markets AUM flat in tough fundraising season
The largest 25 asset managers run about $3.1tn in private markets and alternatives, up just 7% from $2.9tn in 2022
10/13/2023
Wealth management sector has ‘enormous potential’ to enter crypto space
Presently, 77% of crypto investors buy and sell crypto through an exchange, and only 38% invest via their wealth manager.
10/13/2023
Panellists Announced for Guernsey’s Private Wealth Forum
The panel is highly experienced in working with family offices, multi-jurisdiction families, complex holding structures and complicated trust and estate disputes.
10/13/2023
Quilter launches App Hub to enhance platform user experience for advisers
The App Hub will remove the need for advisers to re-key data, improving efficiency and streamlining processes.
10/13/2023
PIMFA celebrates winners of its third Diversity & Inclusion Awards
The awards were created in 2021 by PIMFA to shine a light on the excellent
10/13/2023
HSBC Trust and Fiduciary Services wins prestigious Award
HSBC’s Trust and Fiduciary Services business is part of the Bank’s Global Private Banking division, and offers a broad range of succession planning solutions to help families manage their wealth needs.
10/13/2023
Canaccord stockbroker receives top industry award
The President’s Award is presented by the local branch of CISI to the best performer over the year, across two sittings, for the Private Client Investment Advice and Management exam in Jersey.
10/13/2023
Citi Board to meet in Singapore for first time since 2011
The decision to hold the board meeting in Singapore this year reflects the company's focus and commitment to the country.
10/13/2023
J.P. Morgan Asset Management Launches New Fixed Income ETF: JBND
Aiming to outperform the Bloomberg US Aggregate Bond Index over a three to five year market cycle, JBND focuses on a value-driven approach that emphasizes intermediate bonds of the highest quality.
10/13/2023
SJP set for fee overhaul following consumer duty rules
The firm stated the assessment of its fees and charging model will ensure SJP operates with a “simple and scalable” charging platform for the long term.
10/13/2023
Citi: Hong Kong HNW Population Shrinks Again
The survey was based on interviews with 1,700 individuals aged between 21 and 79 from October to December 2022 and from April to June 2023.
10/13/2023
Managed savings: three pillars to create new opportunities in difficult times
This is what emerges from the research commissioned to GlobalData by Objectway, an Italian company included in IDC's Top100 FinTech as a provider of software as-a-service and services for banks, wealth and asset managers.
10/13/2023
II Awards 2023 - Winners Revealed
The 24th Annual International Investment Awards took place yesterday with a global premiere of the Awards show followed by a VIP drinks event in London's West End.
10/13/2023
Real Estate Mavericks David Attias and Christopher Rassam Join Nest Seekers International’s Burgeoning Office of Global Wealth
David and Christopher are the latest luxury real estate stars to join the exodus to Nest Seekers International
10/13/2023
J.P. Morgan AUM up 22% vs last year, flat with Q2
Looking at the third quarter of 2022, the firm witnessed long-term net outflows of $24 billion.