04/26/2024
Schroders posts rise in assets as it looks to rebound from ‘challenging’ year
The news comes after Schroders announced on Wednesday that veteran chief executive Peter Harrison would retire next year.
Wealth and Asset Management
04/26/2024
The WealthStack Podcast: Why Estate Planning Is the Next Frontier of Wealth Management With Gene Farrell
As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect comprehensive guidance from their advisors.
04/25/2024
REYL Intesa Sanpaolo represents ARTEX’s paying agent
REYL Intesa Sanpaolo works as a paying agent for ARTEX through its asset services product unit.
04/25/2024
Deutsche Bank wins Best Structured Trade Finance, Best New Economy and Best NBFI Bank in APAC
The bank’s ability to bring its Global Hausbank offering to clients won out at this year’s The Asset awards
04/25/2024
Goldman Sachs to raise headcount in asset and wealth management as it expands in Asia
Australia and Hong Kong are very important wealth markets in the region for the Wall Street bank, along with Dubai, home to the second-largest number of wealthy Indian diaspora after the US.
04/25/2024
Citi’s Fraser Wary of Insurance Giants’ Role in Private Credit
She noted many players in the space are using insurance vehicles and the long-term capital they provide to invest in private debt.
04/25/2024
FirstBank emerges best private bank for sustainable investment in Africa
The Bank has remained consistent in reinventing itself, enabling success through the years of its existence for the last 130 years
04/25/2024
Quilter and Canaccord hit by stricken AIM stock which tried to sue Tesla
Shares in Australian capacitor company Cap-XX have fallen 99% over three years due to a litany of issues.
04/25/2024
Lisbon: Julius Baer is moving closer to customers with “golden visas”.
The Zurich private bank Julius Baer is now also setting this in motion.
04/25/2024
Vontobel 3-month 2024 trading update
In the first quarter of 2024, assets under management increased by CHF 16.9 billion to a total of CHF 223.7 billion compared to year end 2023. T
04/25/2024
Results of the 2024 Annual General Meeting of UBS Group AG
Shareholders approved all proposals at the Annual General Meeting of UBS Group AG.
04/25/2024
Goldman to Hire for Asset and Wealth Management in Asia
Goldman Sachs plans to hire «steadily» in Asia with Singapore, Australia and Hong Kong named as key markets in the region.
04/25/2024
Baillie Gifford Sustainable Income fund added to the Wealth Shortlist
The fund focuses on providing a resilient income over time, meaning that while the income provided by this fund may not be the highest available, it can be expected to be more consistent.
04/25/2024
FNB honoured with 7 awards for Private Banking excellence at Euromoney Awards
The 2024 awards celebrate the achievements of the world’s leading private banking and wealth management institutions in client service, product development and commitment to the sector.
04/25/2024
Deutsche Bank reports 10% year-on-year growth in profit before tax to € 2.0 billion in the first quarter of 2024
Deutsche Bank’s target ratios improved compared to the first quarter of 2023.
04/24/2024
LV= completes its transition to BlackRock as primary asset manager
The transition to BlackRock is part of a wider business strategy to broaden LV’s distribution and investment capability, aligning with LV's ambition to deliver enhanced value for our members.
04/24/2024
The race to become Asia’s wealth management hub
Both Hong Kong and Singapore have launched open-ended fund vehicles over the last five years, allowing investors to incorporate funds in the region.
04/24/2024
HSBC Accelerates Wealth Management Strategy in U.S. with Opening of Flagship Wealth Center at Hudson Yards
New U.S. Head of Wealth and Personal Banking Racquel Oden Announces Launch of Latest Wealth Center Alongside U.S. and Americas CEO Michael Roberts
04/24/2024
UBS’s Drew Freides and Michael Kanigher Named to Forbes Best-in-State and Top Wealth Advisors lists
Together with their team, Mainsail Wealth Partners, Drew and Michael are responsible for managing over $8 billion in invested client assets for ultra-high net worth individuals and families.
04/24/2024
Andrew Chatterton: Exemplifying Excellence as a Spears “Top Recommended” HNW Wealth Manager
This recognition not only highlights Andrew’s outstanding professional capabilities but also underscores his unwavering commitment to his clients’ financial well-being.