06/26/2024
Swiss private banks’ M&As hit historic low
Many private banks have focused on relationship manager hires.
Wealth and Asset Management
06/26/2024
Singapore retains spot as costliest city for high-net-worth individuals to live well: report
But the Asia-Pacific region is no longer the most expensive due to falling prices in some cities
06/26/2024
Why we need to talk more about the SNB balance sheet
The dust that the decision of the Swiss National Bank (SNB) kicked up last Thursday has settled.
06/26/2024
Financial advisers should prepare for ‘surge in new clients’
Overall, 19% of respondents said they do not have time to manage their investments or admit to doing a bad job and needing help.
06/25/2024
Dubai ranks 12th in Julius Baer’s Global Wealth and Lifestyle Report as relative ‘cost of living’ remains competitive compared to major global cities
Dubai is the 6th most expensive city in Europe, Middle East, and Africa (EMEA) and 12th in the global ranking of the Lifestyle index
06/25/2024
Tatton Asset Management announces audited final results for the year ending 31 March 2024
The Group exceeded its three-year ‘Roadmap to Growth’ strategy, which set an ambitious target of £15.0bn AUM/AUI3 by 31 March 2024
06/25/2024
Macquarie Asset Management announces final close of global opportunistic real estate fund
Macquarie Asset Management’s Real Estate division is a global real estate investment business with a track record of identifying and investing in sectors backed by global megatrends.
06/25/2024
Two former UBS asset managers want to show the big players
There they gained practical know-how in the areas of risk modeling, optimization and portfolio construction before taking the step into self-employment.
06/25/2024
Objectway secures Eleventh Consecutive Award – Sixth Straight “Best Wealth Management System” Title – from Goodacre UK
The unwavering leadership is a tangible outcome of the long-standing and ongoing recognition from clients and market experts.
06/25/2024
HarbourVest opens first Swiss office under ex-UBS private equity head
The new Zurich office will be led by Simon Jennings, who has also worked as global head of private equity at HSBC.
06/25/2024
Canada Life Asset Management Appoints Northern Trust for Asset Servicing Solutions
Supports Manager’s Focus on Operating Model Efficiency and Data Quality as Strategic Asset Servicing Provider
06/25/2024
Asset managers increasingly integrating tech into operations, survey finds
The investment management community at large is doubling-down on strategies underpinned by a data-driven approach and supported by integrated technologies.
06/25/2024
Praxis shortlisted for Trust Company of the Year in prestigious STEP Awards
At Praxis, we continuously strive to maintain the highest standards of service, and to nurture the current and future generations of practitioners.’
06/25/2024
Artificial intelligence in wealth management: friend or foe?
Demir Avigdor, head of UK Private Banking, Standard Chartered, examines the impact of AI on the client experience
06/25/2024
BNP Paribas Wealth Management CIO says private debt is 'money for old rope'
The private credit market, where investment funds lend private equity portfolio businesses and other companies money, has boomed in recent years
06/25/2024
Oakglen Wealth launches IHT Solution in partnership with Toscafund AM LLP
In this piece we bring to you the exciting news of Oakglen Wealth partnering with the specialist investment manager Toscafund Asset Management LLP, to launch our new AIM Inheritance Tax Service.
06/24/2024
Wealth.com Launches New Family Office Suite, Strengthens Legal Team With Addition of David Haughton, JD, CPWA
New estate planning offering focuses on driving productivity and efficiency for advisors and wealth strategists serving high-net-worth and ultra-high-net-worth clients
06/24/2024
Slate Asset Management Completes Approximately €425 Million of Senior Debt Refinancings for Its European Essential Real Estate Portfolio Year to Date
Slate completed the refinancings at five- and seven-year terms at compelling rates, which were also more favorable than initial underwriting.
06/24/2024
Schroders Group Chief Executive Peter Harrison awarded Outstanding Contribution to the Investment Industry
Earlier this year, Schroders announced that, after a decade on the Board, Peter had signalled his intention to retire as Group Chief Executive in 2025.
06/24/2024
St. James’s Place unveil Lumina portfolios
Over 9,000 ETFs and funds were reportedly screened in the selection process.