12/19/2024
Nordea Private Banking Competitor Profile 2024 - Marketing strategy, Social media presence and Digital innovations
Examine Nordea's financial performance, key ratios, and assets under management growth.
Wealth and Asset Management
12/19/2024
Coutts CIO weighs private assets move
While Fahad Kamal says it is impossible to ignore the return profile of private assets, the lack of liquidity remains a concern.
12/19/2024
Despite FOMC market reaction asset managers still favour risk assets
BlackRock, JPAM, and Invesco say the market reaction to the US Fed Meeting doesn’t change the outlook for 2025.
12/19/2024
St. James’s Place Hong Kong's Vision for Private Wealth Management in 2025
Wickham highlights how St. James’s Place is preparing to capitalize on opportunities and deliver value to clients and advisers alike.
12/18/2024
Grandtag: Top Trends for Wealth Management in 2025
Key trends include the increasing importance of legacy planning, the demand for more adaptable wealth solutions and the shift towards digitalization to meet the needs of the next generation of wealthy clients.
12/18/2024
Altriarch Asset Management Hits Three-Year Track Record
We believe Altriarch's historical three-year performance demonstrates the strategy's potential to generate risk-adjusted returns for institutional investors.*u
12/18/2024
Thriving in a fast-evolving market
Channel Islands Wealth Management Insights 2024
12/18/2024
GKB launches global equity and sovereign bond ESG funds
The cantonal bank believes that companies which take positive climate action will be more successful than their competitors in the longer term.
12/18/2024
UniCredit enters into additional instruments relating to Commerzbank shares and increases aggregate position to ca. 28%
The authorization process is now activated, and interactions with authorities ongoing.
12/17/2024
Canaccord opens new office in Birmingham
Push for Midlands wealth market driven by three new hires and fresh office space in centre of UK's second biggest city.
12/17/2024
JBWere expands fixed income offering powered by UBS Asset Management
The new suite of strategies, designed exclusively for JBWere’s wholesale clients, provide access to expertly managed defensive assets at a time of increased demand for sophisticated fixed income solutions.0
12/17/2024
Younger high-net-worth Americans are more likely to prefer living wealth transfers, says Schwab
Survey of US millionaires unpacks demographic divides, with millennials and Gen Xers more than twice as likely as Boomers to share their fortunes while alive.
12/17/2024
Wealth manager of the year: Tribe Impact Capital
To stay ahead of the competition, it has continued to innovate by investing in new measurement and engagement strategies.
12/17/2024
Jonathane Ricci and JR Wealth Management Empower Clients to Create Lasting Impact with Strategic Charitable Giving.
Jonathane Ricci leads the firm in offering a unique approach, merging managed legal expertise with profound philanthropic understanding.
12/17/2024
Van Lanschot Kempen will move to the Breitner Center in Amsterdam in 2027
The modernisation and sustainability upgrades of the Breitner Center are scheduled to be completed by the end of 2026.
12/17/2024
Where the Havilland liquidation is lagging
The process is monitored by the Swiss Financial Market Supervisory Authority (FINMA) and the Financial Market Supervisory Authority of the Principality of Liechtenstein.
12/17/2024
Evelyn Partners team complete a sale of Utopia Distribution Services Limited to DP World Logistics UK Limited
DP World is committed to playing its part in ensuring the continued success and growth of the physical music and home entertainment sectors in the UK.
12/17/2024
UAE family offices to take centre stage in global wealth management
The UAE has a highly favourable tax regime, but is that all it has going for it?
12/17/2024
Opto Investments Launches Planner Tool
The addition is one more step toward simplifying the complexity of private market investments for advisors.
12/17/2024
HPS Investment Partners strikes partnership with Endowus
Endowus' private wealth clients can now access HPS Investment Partners' evergreen private credit solution, ahead of BlackRock's acquisition of HPS, set to close by mid-2025.