04/15/2024
Tatton tops most recommended MPS table
The previous most popular MPS investment solution, Timeline Classic 50, fell to fifth in the latest tables compiled by data provider Defaqto.
Wealth and Asset Management
04/15/2024
MKC Wealth named as one of the ‘Best Financial Advisors to Work For’ in the UK
These combined scores then determined the top firms, with 25% of the total score coming from the first part and the remaining 75% from the process’s employee survey element.
04/15/2024
HSBC Global Private Banking: Revisiting your wealth plan as uncertainty abounds
HSBC Global Private Banking’s multifaceted wealth planning and advisory teams can help UHNWs future-proof their assets ahead of UK and global elections
04/12/2024
James Gorman pivoted to 'wealth management' to save Morgan Stanley after the 2008 financial crisis
The report was enough to immediately send Morgan Stanley shares (MS) down on a day when markets were up.
04/12/2024
Entries open for fourth annual PIMFA Diversity & Inclusion Awards
Businesses both large and small will have examples of innovation aimed at improving their inclusivity and performance, which in turn drives positive change across the industry.
04/12/2024
UBP House View - April 2024
This has bolstered the Bank’s confidence in the Swiss and UK markets, which have been lagging behind the US indices.
04/12/2024
Envestnet Delivers Next-Level Billing Solutions to Intech Through Leading Wealth Management Platform
Envestnet's Revenue Manager Offers Asset Managers Comprehensive Suite of End-to-End, Enterprise-Class Billing Capabilities for Streamlined Processes and Elevated Productivity
04/12/2024
Investments & Wealth Institute Announces Changes to its CIMA Certification
The Certified Investment Management Analyst certification program has been updated to reflect the current knowledge, skills and capabilities needed for today’s advanced practitioner.
04/12/2024
LUKB's quarterly financial statements as of March 31, 2024
Growth by broadening the earnings base is once again a priority objective for our bank this year.”
04/12/2024
Leonteq and Raiffeisen extend cooperation until 2030
Leonteq will also continue to distribute Raiffeisen issued products through its own distribution channel in Switzerland, Europe and Asia.
04/12/2024
Rocket-fuelled growth catches up with Morgan Stanley’s wealth business
The trio join the US Federal Reserve, which was already known to be investigating the wealth-management unit’s internal controls.
04/12/2024
Artificial intelligence – The new wave of innovation
The latest generation of technology has been sweeping headlines for the past year and grabbing investors’ attention.
04/11/2024
At Baloise, restrictions on voting rights are in the crossfire
Now a second important shareholder representative has also signaled support.
04/11/2024
Eurazeo launches private markets fund for European wealth managers
The strategy is the result of a collaboration between the French asset manager and alternatives platform Moonfare and is part of an effort to boost its European fundraising.
04/11/2024
Merchants’ painful SJP call as Close blow adds pressure
Merchants Trust’s post-pandemic recovery stalls as the UK equity income fund’s annual results show a double blow from FCA interventions against two holdings.
04/11/2024
The digital frontier: how tech-driven wealth management is transforming multi family offices operations
The adoption of these technologies signifies a departure from traditional methods, leading to more efficient, secure, and individualised financial strategies.
04/11/2024
Rumors about a coup by LGT in Germany
In addition to LGT and LLB, which also comes from Liechtenstein, Swiss financial institutions are also currently expanding into German private banking.
04/11/2024
Julius Baer strengthens commitment and growth in Singapore through One@Changi City relocation
It is more than just a physical space
04/11/2024
Private banks place importance on Asia desks in Switzerland
Ongoing geopolitical tension and desire for booking diversification has kept desks serving wealthy Asian families in Switzerland busy, despite concerns from Chinese clients.
04/11/2024
Private trust companies: a crucial tool for wealthy families
From the magazine: PTCs are becoming increasingly popular with wealthy families seeking to protect themselves and their assets