07/09/2024
'Wealth managers should collaborate with family offices to serve HNW clients'
The report found UHNWs have increased the number of relationships they have with a wealth management firm from three in 2020 to seven in 2023.
Wealth and Asset Management
07/09/2024
LOIM launches earnings-surprises big data hedge fund
The DataEdge strategy is opened for the first time to external investors and in the Ucits format.
07/09/2024
Indosuez Wealth Management launches the 'StartUp Connections' in 4 countries
Developed by the Indosuez Innovation Lab, StartUp Connections lists over 100 international startups in the fundraising phase or in search of business relationships.
07/09/2024
Mediobanca strengthens in European advisory services with the opening of a new office in Germany
Corporate and Investment Banking Division Consolidates its Specialization in MID Corporate deals at international level
07/09/2024
Schroders publishes its first impact investment report
Schroders Impact Report provides a comprehensive summary of the tangible impacts being delivered by our Impact Driven investment range.
07/09/2024
Deutsche Bank division cuts external consultancy spend by 70%
The decision to cut consultancy spending, amounting to a double-digit-million-euro reduction, aligns with the bank’s broader cost-cutting goals, and the strategy to leverage internal expertise to resolve complex and recurring issues.
07/09/2024
Broadridge Adds Values-Based Investing Tool into Advisor Platform, Enabling Enhanced Advisor-Client Experiences
Powered by YourStake, Broadridge will enable advisors to offer hyper-personalized data-driven insights aligned to investors’ core values
07/08/2024
Jason Fial named partner at Scottsdale’s Wilde Wealth Management Group
Prior to joining Wilde Wealth, he was a financial representative for Country Financial for nearly 15 years and earned his bachelor’s degree from Arizona State University.
07/08/2024
Evolution of Philanthropy in Asia
The summit, attended by 450 leaders from various sectors, focused on "Partnerships for Action," underscoring the importance of systemic solutions and collective initiatives.
07/08/2024
TISE reports sustained listings growth in first half
The total market value of all listed securities surpassed the £700 billion mark for the first time, reaching £708 billion at the end of June.
07/08/2024
Asset manager: Credit Suisse leaves a gap
The disappearance of CS is a loss, especially in the corporate banking sector.
07/08/2024
Franklin Templeton calls time on Euro Core Plus Bond fund
Firm to rationalise Western Asset fund following review.
07/08/2024
Citywire Scotland: How wealth managers laid the ground for Labour
In a pre-election interview at our Citywire Scotland event, two wealth managers shared how the were positioned ahead of the 4 July vote.
07/08/2024
Hong Kong draws US$1.3 billion from investors with city’s cash-for-residency olive branch
The city’s investment migration scheme has received 346 applications from investors looking to inject over HK$10 billion in the city’s markets
07/08/2024
BBVA shareholders grants capital increase for merger of Banco Sabadell
The merger will provide Banco Sabadell stockholders a 16 %interest in the bank along with a very attractive premium.
07/08/2024
HK's wealth management sector 'resilient'
The preference shares were part of Cathay's HK$39 billion recapitalization financing in 2020 amid the Covid pandemic to help keep the airline afloat.
07/08/2024
Union wins 10.5 percent pay increase for bankers in Germany
In recent months, together with the German Bank Employees Association, it has been involved in a so-called wage dispute with the Bank Employers' Association, which represents private banks in Germany.
07/05/2024
Jeff Bezos To Sell $5 Billion Of Amazon Stock With Price Near Record High
The filing was made on the day that the stock closed at a record high of $200.43 U.S. on a split adjusted basis.
07/05/2024
Wealth managers have lost a fifth of customers due to this issue
Complaints have been piling up against wealth managers, leaving some customers waiting up to eight weeks to hear back, only to be informed that the investigation was ‘ongoing’.
07/05/2024
UBP lays the foundations of a pragmatic sustainability offering
At UBP, this means adopting a pragmatic, patient, and professional approach to anticipating risks and opportunities, and convincing all stakeholders of the importance of striving for that.