04/09/2024
The addition of Denver-based Agility will expand Cerity Partners' capabilities through outsourced chief investment officer services to non-profit organizations, UHNW individuals, and family offices.
04/09/2024
Operating under the Adam & Company brand, the combined teams become a significant wealth management business in Scotland with further growth potential
04/09/2024
Rathbones, Quilter, Brooks Macdonald and RBC Brewin Dolphin have all tweaked exposure to property and infrastructure since the start of 2024.
04/09/2024
The joint venture is majority-owned by UBS Securities Japan with a 51% stake, while Sumitomo Mitsui Trust owns the remaining 49%.
04/09/2024
The big bank is stubbornly defending itself against this – as is currently the case in Singapore.
04/09/2024
After fresh outflows, the sustainable fund firm notes that sentiment towards green investing is improving with assets under management rising to £39.6bn.
04/09/2024
The bank, which makes the bulk of its revenues in Asia, also plans to expand its mainstay wealth business in India
04/09/2024
According to the survey, the average pension contribution for HNWIs was £35,400
04/09/2024
Hampden & Co, a UK private bank has shown that new client numbers increased by nearly a fifth (19%) in FY2023.
04/09/2024
Plus: Santander UK withdrawing from Lending Standards Board, and more
04/08/2024
The acquisition marks Trinity’s entry into Europe and extends relationships among the three firms
04/08/2024
The firm’s multi-asset DPM head sees higher cash rates and lower equity volatility as opportunities for certain structured product plays.
04/08/2024
“I want an equally strong wealth management capability in mainland China, Singapore, for Asean, and in India.”
04/08/2024
Private debt's growth does not hinge solely on shifts in monetary policy.
04/08/2024
The total market value of all listed securities stood at more than £670 billion at the end of the quarter.
04/08/2024
The team believe the risk of a Fed induced hard recession has been reduced and the likelihood of a hard, soft or no landing is balanced.
04/08/2024
UBS SuMi envisages that all of Credit Suisse's advisors and the wealth management assets they manage in Japan will be transferred to UBS SuMi following the merger of UBS and Credit Suisse, which is due to be completed by the end of June.
04/08/2024
These awards recognise institutions that demonstrate exceptional performance in providing clients with superior advice, service and solutions.
04/08/2024
The Vulnerability VR empathy training programme is aimed to build vulnerable client support and soft skills for advisers in line with Consumer Duty.
04/05/2024
The investment is to accelerate the platform's growth as it pursues further consolidation in the Upper Midwest market.