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Wealth and Asset Management

01/25/2024

CA Indosuez Wealth (Asset Management) celebrates its 10th anniversary in 2024

Its main mission is to serve Crédit Agricole Group entities internationally, as well as their clients and partners, by delivering a high level of service and offering a privileged client experience.

01/25/2024

Jersey takes top spot as ‘International Financial Centre of the Year’ in Citywealth Awards

Now in their thirteenth year, the awards highlight the excellence of advisers and managers in the private wealth sector across major IFCs.

01/24/2024

Crédit Agricole SA announces the acquisition of a minority stake in the capital of Worldline

It aims to strengthen this partnership in order to create a major player in payment services to merchants in France.

01/24/2024

Citibank Enhances Debit Card Benefits for Top-Tier Clients and is First Bank in Singapore to Partner Mastercard in Tree Restoration Initiative

Bank launches Citigold Private Client World Elite Debit Mastercard and joins Mastercard Priceless Planet Coalition; commits to restoring a tree with every S$1,000 spent on card

01/24/2024

Capgemini head of capital markets: Four key calls for the wealth sector in 2024

Generational wealth transfer

01/24/2024

Quilter platform awarded ‘A’ financial strength rating by AKG

AKG’s assessment of financial strength measures a company’s ability to sustain delivery of its products or services.

01/24/2024

Baillie Gifford US Growth discount narrows as positive performance returns

Six-month results

01/24/2024

Libera and ZWEI Wealth are now working together for manager selection for pension funds

The collaboration enables small and large pension funds to use the latest technology and to take a very broad provider universe into account in every selection.

01/24/2024

VENCORA UK Limited publishes definitive notice of the interim result of the public tender offer for all publicly held registered shares in CREALOGIX Holding AG

The definitive notice of the interim result shows that 622,800 CREALOGIX shares were tendered into the offer during the main offer period.

01/24/2024

Quilter: Q4 Reported and core net flows rebound to deliver net positive inflow; fourth quarter IFA Platform gross flows up 44% year-on-year

Our actions to enhance the proposition of our Platform continue to bear fruit.

01/24/2024

Abrdn confirms job losses amid £120mn of cuts to investment business

The division had total assets under administration of £66bn, and net inflows in the six month period to 31 December 2023 of £1.1bn.

01/24/2024

Pictet’s wealth management unit cuts back on clients' hedge fund holdings

On average, the top 20 managers were up 10.5% last year, while the industry overall returned 6.4%, the fund of funds investor LCH said in a report on Monday.

01/24/2024

Third ‘Most Influential’ listing for Saffery Trust Director

Lisa’s work in this area saw her working in partnership with specialist advisors to successfully attain a blessing from The Grand Court of the Cayman Islands

01/23/2024

Tradition and innovation create winning formula for Weatherbys, the Private Bank of the Year (UK)

Spear's Awards 2023 winner: Weatherbys Private Bank embraces innovation while staying true to the importance placed on human relationships

01/23/2024

Wealth.com Partners With Farther, Integrating Estate Planning Solutions for High-Net-Worth Clients

Wealth.com demystifies the estate planning process for Farther’s advisors, offering a technology-forward platform

01/23/2024

HNW Wealth Manager of the Year Ross Elder on being ‘the best, not the biggest’

Spear's Awards 2023 winner: Ross Elder won HNW Wealth Manager of the Year, in association with August

01/23/2024

Standard Chartered Presents 2024 Market Outlook to Hundreds of High-Net-Worth Clients

Over the next few weeks, the Bank will reach out to 5,000 clients with over 20 planned events in markets

01/23/2024

Patience in an uncertain environment

Markets & Investment Update

01/23/2024

UBS Launches Large-scale Brand Campaign

The results of that exercise came into full view on Tuesday during the bank's worldwide launch of its new brand campaign.

01/23/2024

Migros Bank: CEO Manuel Kunzelmann was right

As expected, the most important contribution to this came from the interest business, where success increased by a quarter to 641.4 million francs.

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