05/08/2024
Deutsche Bank’s DWS inflated client asset inflows by billions of euros
Frankfurt-listed asset manager included low-fee advisory assets in its calculations for years
Wealth and Asset Management
05/08/2024
Rothschild & Co wins M&A Bank of the Year in EMEA from GlobalCapital
This recognition reflects our leading M&A advisory activity in the EMEA region.
05/08/2024
Credit Suisse sells German private bank to ABN AMRO's Bethmann
The Swiss bank is increasingly focusing on ultra-rich clients and selling businesses that do not fit this strategy, such as its domestic private bank in Germany.
05/07/2024
HP Wealth Management Celebrates 15 Years with a Green Initiative
Hubbis is grateful for our longstanding relationship with HPWM, and we extend hearty congratulations for reaching such an incredible milestone, and we look forward to continuing our collaboration with HPWM.
05/07/2024
Meet the former RAF pilot who is now Head of Wealth Management at Canaccord
From flying to finance!
05/07/2024
UBS's first-quarter 2024 results
UBS 1Q24 net profit of USD 1.8bn and underlying PBT of USD 2.6bn; integration priorities on track
05/07/2024
Titan Wealth acquires Wigmore Associates Wealth Management
Wigmore provides advice to HNWIs in high value and complex circumstances
05/07/2024
Banks fortify wealth management while shuttering regular branches
Also at play is tightened government regulation put in place to curb household debt, which represents a loss of stable interest income for lenders.
05/07/2024
AC Bank redefines wealth management in the UAE
From advice to diverse investment opportunities, AC Bank's revolutionising private banking
05/07/2024
Northern Trust Named Best Private Bank in U.S. for Digital Wealth Planning, Digital Innovation
Financial Times and PWM Announce Wealth Tech Awards
05/07/2024
JP Morgan PB's Wolf says use US and Japan sell-off to up exposure
Strong earnings will power US and Japanese equities higher , predicts JP Morgan Private Bank head of investment strategy for Asia, Alex Wolf, who recommends overweights to both markets.
05/07/2024
International wealth group Kingswood confirms additional £3m debt facility
There is a repayment date of earlier of 29 October 2030 or date of an exit or partial exit; and a 12% interest rate, paid at maturity.
05/03/2024
Janus Henderson acquires NBK Wealth's private investment team
NBK Wealth's private investments team will join Janus Henderson as its new emerging markets private capital arm.
05/03/2024
York boss is a national wealth management winner
Her engaging commentary marks Lucy out as both a thoughtful leader and a great ambassador for the wider wealth management industry.
05/03/2024
Macquarie Group announces $A3,522 million full-year profit
Profit for the half year ended 31 March 2024 (2H24) was $A2,107 million
05/03/2024
Janus Henderson to acquire Tabula IM as part of European ETF market push
US asset manager also announces deal for NBK Capital Partners
05/03/2024
Deutsche Bank Aims to Double Southeast Asia AUM
Deutsche Bank plans to its double assets under management (AUM) for clients in Southeast Asia as well as the Middle East, over the next five years
05/03/2024
Vontobel awards visionary artists
The Swiss investment house Vontobel has been involved in the art world for years, particularly through the “A New Gaze” sponsorship award .
05/03/2024
Mirova pursues its commitment to equal opportunities with Vox Populi
In addition to the coaching workshops, Mirova’s teams also took the time to present a detailed overview of the various professions and career opportunities in impact finance.
05/03/2024
Why EdR hired five quants for its multi-management team
Assessing fund risk is getting easier due to increased resources, according to the bank’s fund research head, Alexander de Bruin.