06/19/2024
Impact investing: looking for diversification in emerging markets
These factors have had a significant impact on the currency, particularly in April.
Wealth and Asset Management
06/19/2024
EFG International: the Deal After the Deal
The reality is that EFG, which is controlled by the Greek-Swiss Latsis shipping family, is in a very strong position.
06/19/2024
Wealth managers look beyond falling rates and rising tensions
Clients’ investment portfolios are being designed to be resilient across multiple economic cycles
06/19/2024
Study reveals insights into the retirement plans of IFAs and financial planners
On average, the research found they will retire when they turn 52 years old although as many as one third (35%) intend to retire before they turn 50.
06/19/2024
Indosuez Wealth Management launches first Article 9 bond fund
The fund comprises around 60 securities across various sectors and regions
06/19/2024
Hawksford wins trust company category at 2024 eprivateclient Excellence Awards
Now in their fourth year, the eprivateclient Excellence Awards are designed to recognise outstanding achievements across the UK and offshore private client landscape
06/19/2024
Maybank Singapore to lead regional wealth management business with value
During a wide-ranging interview, he emphasised the increasing demand for wealth management services in the region due to rising affluence and globalisation.
06/19/2024
BNP Paribas WM remains overweight global equities
A soft landing for the US economy will support asset prices despite a pause on interest rate cuts, according to the firm’s Asia CIO.
06/19/2024
Asset Manager: First three places in environmental study remain empty
Greenpeace Switzerland , which commissioned the study, is calling on asset managers to adopt stricter stewardship practices.
06/18/2024
Wealth Management Firms in Asia Embrace AI to Serve the Region’s Ultra-Wealthy
Wealth management firms navigate a complex landscape as they confront macroeconomic headwinds, regulatory changes, and rising operating costs.
06/18/2024
Scalability in UK Wealth Management: Turning Challenges into Opportunities
The conversation started with a clear consensus: the industry is grappling with scalability. As costs climb and revenues plateau, firms are compelled to enhance their scalability, both in the short and long term.
06/18/2024
Indosuez Wealth Management announces the launch of the Indosuez Funds - Impact* fund
Indosuez Funds - Impact is a solution offered to equity investors looking for meaningful routes and keen to include ESG issues in their choices.
06/18/2024
Advisory teams may have advantages in wealth transfer
Canaccord Genuity CEO & Head of Private Client Group explain why advisory teams can win as clients trim their service providers
06/18/2024
GBST and Wipro announce strategic partnership to transform superannuation and wealth administration services
This collaboration addresses a critical need within the industry, where organisations often face challenges in managing legacy IT systems and multiple service providers simultaneously.
06/18/2024
French wealth management startup Ramify raises €11m
The firm's team of quantitative finance researchers, developers, and financial experts promises to offer seamlessly integrated finance, technology, and human expertise to deliver a premium client experience.
06/18/2024
Canoe Intelligence collaborates with QPLIX
QPLIX, the European wealth management platform, and Canoe Intelligence are establishing an alliance.
06/18/2024
Private Bank Mirabaud Seeks Swiss Disruptors
Under these premises, its’ no wonder that under these premises, wealthy individuals are increasingly approaching their banks to invest in such companies.
06/18/2024
Norwegian Asset Manager Expands Presence in Switzerland
DNB Asset Management continues its growth trajectory, especially in Switzerland.
06/18/2024
Tatton Asset Management sets new £30bn AUM target following revenue surge
The firm’s group revenue for 2023/24 increased by 13.9%
06/18/2024
SIX Launches New Global Equity Indices
The new indices come in response to the growing appetite from financial institutions to gain a clearer view of the stocks and markets in which their clients’ money is invested, as well as their performance.