07/02/2024
Heather Krause named to the Forbes Top Women Wealth Advisors Best-In-State list
This is the second year in a row that she has been named to this list.
Wealth and Asset Management
07/02/2024
Bank Dhofar's Kapoor on its 'pure private banking play'
The bank recently unveiled its new private banking segment, becoming the latest to serve Oman's burgeoning wealthy.
07/02/2024
HIGHVERN Announces Mid-Year Promotions
The leading independent fiduciary, corporate and fund services provider has made these promotions following fifteen promotions across multiple jurisdictions end of last year.
07/02/2024
Wealth manager EV Digital Invest Assets Management AG awarded top 5-star rating by Capital business magazine
With an outstanding result for EV Digital Invest Assets Management AG: it was one of only 10 wealth managers to receive the highest rating of 5 stars.
07/02/2024
Trending issues in Taiwan's wealth management market
With Taiwan historically being excluded from the Common Reporting Standard network, this has posed a dilemma to financial institutions when it comes to money laundering issues.
07/02/2024
Skybound Wealth Management opens new office in Cyprus
“Our expansion into Cyprus allows us to navigate the post-Brexit landscape more effectively, ensuring seamless service continuity for our international clients.”
07/02/2024
Blackstone, ANZ join forces to target rich families in volatile world
The bank’s new vehicle, ANZ Private Graphene Fund, has set its sights on an absolute return strategy, and enlisted of one of the world’s largest asset managers in Blackstone
07/02/2024
Vontobel completes acquisition of a significant minority stake in private infrastructure manager Ancala
This offering will enable clients to benefit from the potential for diversification supported by low correlation to GDP and other major asset classes, as well as attractive risk-adjusted returns.
07/01/2024
Nomura seeks global acquisitions to expand wealth management business
Chief of Japan’s biggest brokerage and investment bank says he expects a generational shift with savers becoming more adventurous
07/01/2024
HSBC Fights UBS for Asia Wealth Under Former Wall Street Banker
Company lost title to UBS when Credit Suisse was taken over
07/01/2024
Raymond James pays £19m redress linked to mystery DFM
The compensation revealed in the firm’s annual update has prompted Raymond James to make changes to its internal controls and processes.
07/01/2024
BlackRock to Acquire Preqin, Leading Private Markets Data Solutions Provider
Strategic expansion of Aladdin tech business into fast-growing private markets data segment, unlocking additional $8 billion total addressable market
07/01/2024
Kingswood Holdings Full Year 2023 Earnings
Revenue: UK£86.2m (down 41% from FY 2022).
07/01/2024
Nucleus completes acquisition of Third Financial
This acquisition significantly expands Nucleus’s capability in the ‘adviser-as-a-platform’ space.
07/01/2024
UBS completes merger of UBS Switzerland AG and Credit Suisse (Schweiz) AG
The merger of the Swiss entities facilitates the migration of clients and operations from Credit Suisse (Schweiz) AG to the UBS platform, following business, client- and product-specific requirements.
07/01/2024
Invesco launches star-powered adviser platform to meet huge soft skills demand
In response, it has launched ‘Invesco Intelligence Plus’, a comprehensive platform for the modern adviser focusing on soft skills, practice management and investment skills
07/01/2024
Guernsey Finance takes the win with ‘Wealth for Good’ award
The annual WealthBriefing Wealth for Good Awards program recognises the most innovative and exceptional firms, teams and individuals.
07/01/2024
Söderberg & Partners raises £225m to boost growth expansion
Gustaf Rentzhog, Söderberg & Partners co-founder and chief executive, said: “We see that our venture in the UK is working, and we now want to scale it up even faster.
06/28/2024
UBP releases 2023 Sustainability Report
As environmental and social challenges intensify and sustainability regulations are on the rise, the transition to a new economic model is gaining momentum.
06/28/2024
New Indosuez impact fund taps into ‘underdeveloped market’
There is a growing need among investors to combine financial returns with investing for a societal good, the global wealth management brand of French banking giant Crédit Agricole Group said.