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Wealth and Asset Management

04/17/2024

REYL Intesa Sanpaolo renews its partnership with Swiss Paralympic ahead of the 2024 Summer Paralympic Games in Paris

The Group aims to encourage their sporting career and personal development by enabling them to approach this important competition as confidently as possible and achieve their ambitions.

04/17/2024

CaixaBank Private Banking commits to independent advice with a new exclusive centre in Barcelona

The goal is to make it a benchmark for independent wealth advice in the city of Barcelona.

04/17/2024

Titan Wealth snaps up Bristol Planner Aspira

Earlier this week it completed the acquisition of Norwich-based Financial Planning firm Loveday & Partners which has around £600m of AUM.

04/17/2024

Liontrust suffers £6bn of outflows in year

In the three months to March 31, the firm saw outflows of £1.2bn but assets under management remained steady at £27.8bn over the period.

04/17/2024

Thurgauer Kantonalbank is expanding into online mortgages

In return, TKB will participate in Credex as a minority shareholder and will act as a lender on its mortgage marketplace in the future.

04/17/2024

Liontrust GF Pan-European Dynamic Fund launches with over €150m.

The new Fund uses the same investment process

04/17/2024

Endowus launches its full-service digital wealth platform; leading conflict-free investment advisory and fund distribution in Hong Kong

The full-service launch empowers Hong Kong-based investors with better choices, curated advice and control over their wealth.

04/17/2024

CEO Summit: Why customisation is the future

This is part of a general drive to bring institutional approaches to wealth platforms says another participant.

04/16/2024

Sanctuary brought in $4.9m through asset manager partner program in 2023

Sanctuary made the money via a strategic partnership program, sources told Citywire.

04/16/2024

BNP Paribas has signed an agreement with Fosun Group to acquire its stake in ageas

BNP Paribas Group acquisition of a minority stake in ageas does not modify any term of this historic and strategic partnership.

04/16/2024

The UAE is attracting HNWs – and wealth managers are following

Some 4,500 millionaires moved to the UAE in 2023.

04/16/2024

Responsible Investment: Two Swiss Asset Managers Among Global Top 10

Both UBS Asset Management and Pictet Asset Management, headquartered in Switzerland, secured positions in the coveted Top 10.

04/16/2024

Tatton pauses on buys as MPS valuations soar

CEO Paul Hogarth says that the firm is focusing on organic growth after another strong trading period for the business.

04/16/2024

First Global Catalytic Capital Marketplace Co-Axis Unveils 70+ Solutions from 40+ Countries to Speed Up and Scale Impact

Co-Axis aims to unlock risk capital and harness the power of community to scale and speed up impact innovations tackling the world’s greatest sustainability challenges.

04/16/2024

UBS publishes updated time series with restated segment financial information reflecting previously announced changes with no impact on Group results

These changes improve the consistency of reporting across the Group and provide details around funding and cost allocation methodologies.

04/16/2024

Pictet AM launches ‘one-stop’ euro-denominated credit bond fund

Asset manager says strategy will have reduced currency risk and will aim to navigate volatility.

04/16/2024

BlackRock and Jio Team to Offer Wealth Management in India

By creating a brokerage firm, Jio and BlackRock hope to woo the growing number of Indian retail investors as that country’s stock market hits historic highs.

04/16/2024

MASECO Private Wealth Confirms Relocation to New Headquarters in Central London

The new office space will accommodate the 110 staff members

04/16/2024

BNY Mellon's AUM increases 2% in Q1 to $2 trillion

During the first quarter of 2024, BNY Mellon posted total net inflows of $17 billion in its investment and wealth management unit.

04/15/2024

Diversify Advisor Network Adds $645 Firm To Partner Platform

Delaware-Based Key Advisors Transitions From Independent To Employee Model

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