09/14/2023
Artemis launches luxury brands fund for ex-GAM manager
Swetha Ramachandran will manage the thematic equity fund which looks to tap into the ways that demographic and geographic shifts are changing consumer spending.
Wealth and Asset Management
09/14/2023
Macquarie Asset Management becomes lead investor in Verkor Series C fundraise
The financing will accelerate the construction of Verkor’s first gigafactory in Dunkirk and the manufacture of high performance low-carbon battery cells.
09/14/2023
Saltus launches Partnership Programme to provide tailored support for financial planning firms looking to maximise value
The service has been designed so that advisers can maximise capital value in their business and realise it at a time of their choosing, either along the growth journey or when they ae ready to exit.
09/14/2023
Zurich wants to buy Italian Julius Baer subsidiary
Julius Baer's Italian asset management subsidiary is valued at 40 to 50 million euros, the report continues.
09/14/2023
DBS chief says wealth management business benefiting from inflows
He said wealth management was one of the best performing segments in the financial services sector and that the industry could support a high number of participants.
09/14/2023
Russia Risks are Through the Roof for Swiss Banking
Another data leak is causing embarrassment for Swiss banks.
09/14/2023
Local Associate Director also named in NextGen list
Alongside his role at Saffery Trust, he is also Deputy Chair of the STEP Committee in Guernsey.
09/14/2023
Raiffeisen Aims Big by Thinking Small
The group made up of 219 individual institutions is preparing to make its mark in asset management, an area dominated by UBS and Credit Suisse.
09/14/2023
Clients of wealth managers/financial advisers increase exposure to cash and alternatives
Some 23% say their clients have kept the same allocation to cash and just 2% say their clients have decreased their allocation.
09/13/2023
StanChart-Owned Zodia Custody Enters Singapore
The regulator also proposed draft legislation on safeguarding such digital assets.
09/13/2023
Push for gender parity by asset managers stalls
Luxembourg stands out among lagging asset management hotspots
09/13/2023
Deutsche Bank announces launch of DB Investment Partners
This will include renewable finance and energy transition financing as well as infrastructure financing globally.
09/13/2023
Citibank Singapore is Ranked No. 1 Among Banks for Customer Experience in Report by Independent Research Firm
Bank reclaims top spot in annual survey as it further invests in mobile app and enhances customer feedback initiatives
09/13/2023
Result of the simplified tender offer for Rothschild & Co’s shares
Concordia and the concert members have crossed the 90% threshold of Rothschild & Co’s capital and voting rights, thereby allowing for the mandatory buy-out of the remaining shares.
09/13/2023
How private bankers can help brokers serve high income clients
It’s no secret that net migration is set for a significant increase with almost 1.5 million migrants expected to call Australia home in the next five years.
09/13/2023
Black Maple Capital Management LP Shows Confidence in Focus Financial Partners Inc. with Strategic Investment
The acquisition of these shares reinforces Black Maple Capital Management LP’s commitment to prudent and promising investments.
09/13/2023
Qatar’s financial wealth expected to grow by 5.1% to reach $388bn by 2027
Ultra High Net Worth (UHNW) individuals are the major contributors to Qatar’s wealth growth.
09/13/2023
Wealthy families pile into bonds, private equity while shedding stocks - Citi
The shifts were the largest since Citigroup began the study in 2020.
09/13/2023
Rothschild family succeed in bid to take bank private
In order to execute a mandatory delisting, Concordia had to hold at least 90 per cent of shares.
09/13/2023
Söderberg & Partners invests in three UK advice firms
It has bought the stake in Timothy James & Partners from current owner Waverton Investment Management.