08/02/2024
AXA enters into an exclusive negotiation to sell AXA Investment Managers to BNP Paribas
The total estimated transaction value is expected to be Euro 5.4 billion, representing a multiple of 15x 2023 earnings.
Wealth and Asset Management
08/02/2024
Wealth managers and financial advisors rush to boost future potential performance tracking
A further four in ten (42%) say they're 'good' and one in four (25%) say their organization is 'average' at tracking the future potential performance of key asset classes.
08/02/2024
Marco Pagliara's One-Way Trip From Switzerland to Singapore
This makes him one of the key leaders in the team of Claudio de Sanctis, the German lender’s global head of Private Bank including wealth management.
08/02/2024
Opinion/Consumer Duty is transforming wealth management but there is still work to be done
Navigating the regulation’s requirements has also brought challenges.
08/02/2024
Crisis not averted: Liontrust’s unhappy GAM anniversary
The week’s top asset management stories, all in one place
08/02/2024
Former wealth management chief ousted from financial services
ASIC also condemned UGC for violating numerous general obligations as an AFS licensee.
08/02/2024
OCBC Group First Half 2024 Net Profit Up 9% to a Record S$3.93 billion
Interim dividend raised 10% to 44 cents, from 40 cents a year ago
08/02/2024
UK investment management industry assets under management grow to £9.1 trillion
The UK investment management industry also remains a global success story, second only in size to the United States.
08/01/2024
UOB’s core net profit1 for 1H24 maintained at above S$3 billion
Business momentum continues in 2Q24 backed by strong balance sheet position
08/01/2024
Ex-JP Morgan PB Singapore head to lead KGI's wealth business
KGI Securities has named James Wey as its new wealth management head.
08/01/2024
Schroders: Half year results to 30 June 2024 (unaudited)
The Board has declared an unchanged interim dividend of 6.5 pence per share.
08/01/2024
Jersey shortlisted for ‘IFC of the Year’ at 2025 Citywealth Awards
The awards, now in their fifteenth year, recognise the excellence of companies and individuals in the private wealth sector, operating in the major international financial centres.
08/01/2024
Evelyn Partners strengthens Northern presence with agreement to acquire Haines Watts’ Leeds, Manchester and Newcastle offices
The teams in these locations provide a wide range of services and solutions to support entrepreneurial, owner-managed businesses.
08/01/2024
Credit Agricole beats estimates and records in H1 2024
Excluding specific items, underlying net income for Credit Agricole Group amounted to €4,389m in H1 2024, up 11.4% compared to H1 2023.
07/31/2024
Berenberg successful signatory to the UK Stewardship Code
It is a decisive criterion for many institutional investors when selecting a suitable asset manager in the UK.
07/31/2024
GeoWealth scores $18 million invvestment from
These enhanced offerings are all designed to optimize the user experience for advisors, enabling them to provide flexible investment solutions to the clients that they serve
07/31/2024
Intesa sanpaolo: consolidated results as at 30 june 2024
The solid performance of income statement and balance sheet in the first half of the year translated into significant value creation for all the stakeholders
07/31/2024
Alex Picot Trust Announces New Sponsorship Partnership
Committing to a two-year sponsorship partnership of this annual event which attracts over 100 golfers, marks a return to a longstanding relationship held between the trust company and the Club.
07/31/2024
Banks’ interest bonanza is a thing of the past
This source of income will be less significant in the future.
07/31/2024
Bank Avera presents a pleasing half-year result for 2024
The extraordinarily good 2023 financial year was followed by a successful first half of 2024