11/05/2024
HSBC reorganisation to give it even greater wealth management focus
A clear winner of HSBC’s shakeup is its wealth management operations and broader wealth strategy says Andrew Haslip
Wealth and Asset Management
11/04/2024
Stifel to Buy B. Riley Wealth Management Business
B. Riley Financial said on Friday it had agreed to sell a portion its traditional wealth management business to Stifel.
11/04/2024
Why investment bankers struggle to cross-sell wealth management
History shows ‘one bank’ plans rarely work
11/04/2024
Julius Baer UK boss wades into WFH debate: ‘The era of micro-management is over’
The wealth manager has faced numerous headwinds in recent years, but its UK boss says that trust in its people is integral
11/04/2024
BlackRock becomes latest to file for Vanguard-style share class structure
The manager joins a list of more than 30 hoping to adopt the ETF-mutual fund structure that Vanguard invented
11/04/2024
Allianz X and AlTi Tiedemann Global forge unique joint venture to pioneer UHNW wealth access to private markets alongside Allianz’s balance sheet investments powered by Allianz Global Investors
Through the joint venture, AlTi and AllianzGI will launch a private markets investment program for UHNW clients that will benefit from AllianzGI’s exceptional network and scale.
11/04/2024
The wealth management partner that helps high earners achieve their full financial potential
Unio gives peace of mind to clients while helping them unlock confidence in their financial futures
11/04/2024
M&G Real Estate acquires majority stake in European investment manager BauMont
M&G’s With Profits Fund invests €200 million in latest fund
11/04/2024
Quintas Wealth Management and Tynan Dillon Wealth Management combine to launch Xeinadin Financial Services
The combined offices now service more than 1,000 clients, taking care of all their pensions, protection and wealth management requirements.
11/04/2024
Blackstone targets new European markets in global wealth push
Blackstone's wealth products have a minimum investment threshold of $10,000 to $25,000.
11/04/2024
Why ex-HSBC Swiss WM CIO has launched new advisory firm
Belal Khan explains when it’s time for family offices to go CIO shopping.
11/04/2024
'Tweed Wealth Management is a highly acquisitive firm'
Tweed Wealth Management caters to entire generations of families
11/04/2024
EFG AM and BlueOrchard introduce global impact fund together
EFG Asset Management and BlueOrchard collaborate to develop a global impact fund.
11/04/2024
Transforming a private bank for customer centricity and innovation
EY teams helped a leading private bank shape and execute a business transformation for profitable growth and enhanced customer experience.
11/04/2024
Infrastructure: The new, sought-after safe haven?
This unique environment presents a compelling opportunity for stability and growth in today’s evolving market, particularly amid the ongoing energy and digital transitions.
11/01/2024
Goldman Sachs: Gold to hit $3000 by 2025 year end
Central bank buying and falling interest rates will drive gold prices higher, according to Goldman Sachs.
11/01/2024
Nomura Reports SecondQuarter Financial Results
Best Wealth Management performance in nine years, underpinned by 30% growth in recurring revenue YoY amid progress in asset management business initiatives
11/01/2024
Colombo Wealth celebrated with many celebrities
In mid-October, the Finma-regulated Swiss asset manager Colombo Wealth celebrated its 50th anniversary in Lugano with over 100 invited guests.
11/01/2024
Eric Finnell joins GAM in Sydney to lead and strengthen distribution across Australia and New Zealand
Eric brings over 18 years of experience in financial services, having previously overseen institutional marketing and client servicing at Bennelong and Fisher.
11/01/2024
7IM acquires ASHL’s Rockhold Asset Management to expand its investment proposition
The latest acquisition will take its assets under management to c£27 billion.