11/07/2023
Nikko AM takes stake in specialist sustainable investments firm Osmosis
The deal gets Nikko AM a place on the board of Osmosis (Holdings) Limited and is described as a strategic partnership.
Wealth and Asset Management
11/07/2023
UBS wants to shed $5B in wealthy clients’ assets
The firm is picking the bits of Credit Suisse it does and does not want.
11/06/2023
DBS Group: Third-quarter net profit rises 18% to SGD 2.63 billion as total income increases 16% to record SGD 5.19 billion
Nine-month net profit up 35% to SGD 7.89 billion, ROE at 18.6%
11/06/2023
How the ‘rising generation’ of UHNWs will shape the future of wealth management
For the annual Family Barometer, Julius Baer surveyed wealth management advisers around the world on the behaviours of the next generation of UHNWs.
11/06/2023
Tandem Bank co-founders launch ‘Prosper’ with £3.2m, aiming to reshape wealth management
Backed by Tom Blomfield, Charles Delingpole, Matt Cooper and a host of other prominent investors
11/06/2023
Third UBP Next Gen Academy a success
This marked the third edition of this innovative learning programme developed in close cooperation with the leading business school INSEAD.
11/06/2023
Titan Wealth receives cash injection from private equity firm
Parthenon will provide Titan with strong financial backing and support its aim to deliver integrated financial advice, investment, and platform services through a client-to-custody strategy.
11/06/2023
Allfunds Private Partners programme onboards KKR
The programme combines the deep asset class expertise and leading investment management capabilities of its members
11/06/2023
New ‘crisis-proof’ fund blends Swiss equity, real estate and gold
New ‘crisis-proof’ fund blends Swiss equity, real estate and gold
11/06/2023
Credit Suisse Wins Decade Old Subprime Case in UK
The bank faced charges of over $160 million in the High Court that it had made misrepresentations related to sales of subprime securities.
11/06/2023
UK asset management sees cautious growth after 2022 slump
This information emerges from the latest EY ITEM Club Outlook for Financial Services.
11/06/2023
Big Swiss Banks Have Clear Reasons to Begrudge Cantonal Institutes
Sergio Ermotti pointed his finger squarely at the cantonal banks not long ago.
11/06/2023
US private equity firm takes control of Titan Wealth
Parthenon Capital has become the majority shareholder in Titan Wealth after making a ‘major’ investment in the business earlier this year.
11/06/2023
LGT Crestone tries to nab nation’s richest families from UBS
LGT Crestone is on the hunt for a family office specialist, and is planning to offer mortgage lending against mansions to cater to prospective clients.
11/03/2023
BNP Paribas Wealth Management Middle East – Expansion and relocation of its UAE office in DIFC, ICD Brookfield Place
This move represents a new milestone in BNP Paribas Wealth Management’s journey, highlighting its continued growth and commitment to its clients.
11/03/2023
A ‘global approach’ to wealth advice highlighted at Guernsey private wealth conference
To combat any issues stemming from this, he recommended wealth holders “surround themselves with advisers that are able to give them a global approach.
11/03/2023
Morgan Stanley Wins Four 2023 Money Management Institute (MMI)/Barron’s Industry Awards
These awards reflect our ability to leverage technology to create innovative solutions in investment advisory for the benefit of our clients and Financial Advisors.
11/03/2023
UK wealth manager makes fifth acquisition with plans to make more
As it aims to reach £3bn in funds under management by April 2033
11/03/2023
Evelyn Partners expands into Tunbridge Wells with the acquisition of Creaseys Group Limited
The acquisition of Creaseys, is part of Evelyn Partners’ strategy of augmenting strong organic growth in its Professional Services business with selective acquisitions of high-quality firms with complimentary expertise to strengthen the group’
11/03/2023
Brookfield raises $6bn for infrastructure debt fund
Fund has already deployed over 50% of its commitments and attracted pension funds and family office investors.