11/21/2023
St James's Place changes managers and reduces fees for two funds
Balanced Managed and Continental European
Wealth and Asset Management
11/21/2023
Quilter Cheviot MPS launches two new strategies on platforms
The Cautious strategy has been previously available via Quilter Cheviot’s own custody, while Defensive will be an altogether new strategy available via custody or on platform.
11/21/2023
Lunate and BNY Mellon to Invest in New Wealth Technology Company
Based in the Abu Dhabi Global Market (ADGM), Alpheya will be funded with a capital commitment of $300 million and is expected to start serving clients in 2024.
11/21/2023
Cinnamon Wealth accelerates women’s financial independence
Cinnamon Wealth promotes women taking an active role in determining the financial decisions made for their families.
11/21/2023
BBVA Switzerland and Metaco boost institutional digital asset offerings
This infrastructure will help BBVA develop its digital asset and private key custody capabilities, enabling the bank to support future business use cases in the digital assets realm.
11/21/2023
StanChart Opens First HNW Center in China
This sits in between Standard Chartered’s affluent and private banking segments.
11/21/2023
HSBC Reaches Half of China Wealth Hiring Target
Sun noted that growth in China’s wealth and insurance sector is outpacing forecasts for the country’s broader economy.
11/21/2023
Q3 figures: Swiss Post’s result impacted by lower letter and parcel volumes
The result reflects the challenging market environment and the accelerated trend towards digitization.
11/21/2023
Colm Kelleher's new part-time job
Chairman of the board of directors of Swiss companies are increasingly in demand.
11/21/2023
Blackstone to shut multi-strategy fund after assets fall 90%
Fund suffers £1.5bn fall in assets since end of 2019 as performance lags
11/21/2023
Former Quilter director targeting HNWs with wealth venture
The firm has recently launched its UK wealth arm with its parent company based in Jersey.
11/21/2023
UK millionaires group projects ‘tax our wealth’ on to Treasury and Bank of England
Jeremy Hunt should increase taxes on rich to help fund public services for all, says Patriotic Millionaires UK
11/21/2023
Elif Aktuğ: Gender diversity ‘isn’t happening quickly enough’ in private assets
Elif Aktuğ says gender-diverse teams have lower risk profiles.
11/20/2023
$700 Million Advisor Team Joins UBS in Hartford, Connecticut
The Keating Group joins the UBS Greater New England Market and will be located in the Hartford office at One State Street, which is managed by William Cholawa and Andrew Babiak.
11/20/2023
QNB named ‘Best Wealth Manager Servicing in Qatar’ 2023 by WealthBriefing
The prestigious award is a testament to the bank’s standing as the leading wealth management institution in Qatar
11/20/2023
Lombard Odier wins award for top international bank in the Middle East
The former recognises the outstanding performance from a private bank servicing the MENA region with a headquarters outside the region.
11/20/2023
Julius Baer: Interim Management Statement for the first ten months of 2023
Continued net new money inflows support asset growth – Relationship manager hiring pace maintained – Seasonal slowdown in client activity – Capital ratios improved further.
11/20/2023
Zürcher Kantonalbank launches new sustainable portfolios for frankly, vested benefits and pillar 3a
This product range is available for securities savings in Pillar 3a and vested benefits and is available with an equity share of 25, 45, 75 and 95 percent.
11/20/2023
Crossinvest incorporates the team and clients of the Zurich asset manager
The asset manager Crossinvest Zurich wants to take the next step in its growth story.
11/20/2023
2plan wealth management announces protection referral partnership with LifeSearch
Through the partnership 2plan advisers can choose to pass their clients, with an identified protection need, directly to LifeSearch.