12/14/2023
Asian riches push private bankers to up their game
Region is projected to overtake the US for financial wealth by 2025
Wealth and Asset Management
12/14/2023
Northern Trust Appointed to Provide Integrated Trading Solutions to Waverton Investment Management
The appointment followed a review by Waverton of its operating model intended to help align its operational structure with plans to expand its product range and investment capabilities.
12/14/2023
Access Bank provides high net worth individuals alternative avenues to invest
The event, held in Accra at the plush private banking lounge at the Iris branch, saw High Net Worth Individuals (HNWI) of the Bank meeting with investors and real estate operators under the Dubaiscapes franchise.
12/14/2023
iCapital to launch series of French funds to capture $15.7tn wealth capital
The fintech platform has partnered with IQ-EQ to set up domestic French funds.
12/14/2023
Double win for Julius Baer at WealthBriefing Awards
These awards are crafted to highlight outstanding organisations categorised by their specialisation and geography.
12/14/2023
Accuro rewarded “Highly commended” independent trust or fiduciary company at the tenth Wealthbriefing European awards 2022
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities
12/13/2023
Cutting through the noise: Brown Shipley unveils 2024 investment outlook
UK wealth manager highlights core dynamics that will drive the global economy, financial markets and key asset classes in 2024 and beyond.
12/13/2023
Hywin International CEO Discusses the Path to Greater International Expansion 2024
The conversation then turned to Hywin’s priorities for the coming year.
12/13/2023
Ex-GAM Bidder Liontrust Caught in a Downward Spiral
His forward strategy, which would have seen Liontrust grow faster thanks to the GAM assets and inherit the Swiss company’s global distribution network, was not successful, however.
12/13/2023
'UK regulation keeps me awake at night'
The answer is dealing with all these eventualities is part and parcel of delivering great service, according to one discretionary fund manager boss.
12/13/2023
Fairstone adds £160mn AUM with Kent-based firm
The deal takes Fairstone to its tenth office in the South East of England, bringing its total number of office locations to 55.
12/13/2023
Wealth Management’s Generative AI Era
The current wave of innovation fueled by Generative AI capabilities has left no stone unturned at Prometeia.
12/13/2023
Pictet Asset Management launches Investing in the Future University Competition 2023 in Asia
PAM manages 17 thematic equity strategies, with USD 63 billion in assets under management as of 30 September 2023.
12/13/2023
Triple win for Schroders at Citywire Gender Diversity Awards
The winners were selected by a panel of judges who evaluated company-wide gender diversity practices and how companies incorporate gender issues into their investment decisions.
12/13/2023
‘We have to relearn’ bond investing – Oddo Switzerland DACH chief
Christoph Geiseler said change in interest rates and fund manager’s inactivity in bonds over the past decade means a thorough brushing-up is in order.
12/13/2023
Close Brothers AM buys Dorset-based IFA adding £220m in assets
The wealth manager’s purchase of Bottriell Adams is subject to approval
12/13/2023
What asset management M&A means for private bank chiefs
Super Allocators expect consolidation to continue apace, but will this restrict the availability of new ideas?
12/12/2023
UBS expands Wealth Management capabilities in Arizona, unveils new offices in Phoenix and Scottsdale
Seven financial advisors in the region completed advanced training and received industry certifications to support business owners and UHNW investors
12/12/2023
Why Julius Baer shares are falling and falling
The downward pressure is surprising, given that there has been no bad news for more than a week.
12/12/2023
FCA tells platforms to stop ‘double dipping’ on cash; HL and AJ Bell shares sink
Platforms and Sipp operators must stop retaining interest on clients’ cash holdings by the end of February if they also charge a platform fee on that cash.