06/28/2024
Dani Arnold: A climber’s insights
During his inspirational talk at UBP, he outlined some valuable wisdom he has gained from his experience.
Wealth and Asset Management
06/28/2024
Financial advisors expect bigger book of ESG business in coming years, new Vontobel study reveals
The result shows that sustainable offerings continue to rise in importance in the advisory space despite the headwinds and political backlash that sustainable investing has been experiencing over the last two years.
06/28/2024
LGT wins global accolades for its ESG investing and philanthropy offering
The bank was the recipient of the global ESG Investing and Philanthropy Service Offering awards.
06/28/2024
Passing on a family business in Switzerland: what options are open to entrepreneurs today?
This can be a very painful process, particularly in the case of intra-family transfers.
06/28/2024
Kingswood Holdings Reports Strong Revenue Growth
Despite these gains, the company experienced a statutory Loss before Tax of £13.3m, which was attributed to finance costs, non-recurring costs, and non-cash impacting items.
06/28/2024
Kermitted Asset Management: Natural end
The chairman of Kermitted Asset Management offers a last, last word on why ESG is a matter of perspective
06/28/2024
Luzerner Kantonalbank AG increases profit forecast for 2024
LUKB cites the bank's generally improved earnings situation - including in the investment and trading business - as well as active interest rate risk management in an environment of falling interest rates.
06/28/2024
HNW spending heralds a return to the Roaring 20s
Buoyed by financial optimism, HNWs are spending more on luxury, Julius Baer reports
06/28/2024
The Matthews Group at UBS Ranked a Top Wealth Management Team by Barron’s, Forbes
The team also was named last year to the Forbes America’s Top Wealth Management Teams - Private Wealth list for 2023.
06/28/2024
Labuan IBFC Inc. and STEP Malaysia jointly host wealth management and estate planning event
This inaugural event shone a spotlight on wealth management ecosystems both in Malaysia and Labuan IBFC
06/28/2024
Schroder Investment Solutions celebrates third anniversary as AUM passes £6 billion
This award-winning proposition has attracted 238 new adviser firms since launch, bringing the total number of firms that have signed terms of business for SIS model portfolios to 349.
06/28/2024
Tavistock shares jump after it confirms talks with Saltus
Citywire reported yesterday that private equity-backed Saltus has made a bid for Tavistock’s national advice business.
06/28/2024
RF Group taps core vendor ERI to power its Caribbean banking operations
RF Group joins a growing list of Caribbean financial institutions to adopt ERI’s Olympic Banking System
06/28/2024
TEAM “well-placed for international growth on back of wealth exodus”
In March, TEAM raised £1.8 million in capital and is currently in advanced discussions with a strategic investor for additional funding and deeper collaboration.
06/28/2024
Indonesia eyes regional wealth management hub status but ‘trust’ needed to attract investors
Issues with Indonesia’s institutional capacity and governance could deter future investors, while legal changes may also be needed, analysts say
06/28/2024
Krutham survey reveals SA's top private banks and wealth managers
The Krutham (formerly Intellidex) Top Private Banks & Wealth Managers survey results were unveiled at a June 25, 2024 awards ceremony.
06/27/2024
EQ Investors hit by IT security breach
Wealth and advice firm’s client portal is currently down after sensitive client information was impacted over the weekend.
06/27/2024
From zero to £37bn in 16 months: Inside SJP’s Polaris funds
St James’s Place’s multi-asset fund range is close to overtaking Vanguard LifeStrategy in size less than two years after its launch.
06/27/2024
EFG Private Bank launches Independent Asset Management platform for UK
Head of independent asset managers UK Ian Wright to oversee
06/27/2024
Wealth managers comment on challenges facing next UK government
The figures released by the Office of National Statistics were a huge disappointment, as for the first quarter of this year the fastest growth for two years was recorded ending the recession.