07/18/2024
Morgan Stanley Wealth Management Pulse Survey Reveals Mixed Sentiment Amid Hot Market and Cool Inflation
Though the majority believe cuts are on the horizon. 54% believe the Fed will cut rates in the second half of the year.
Wealth and Asset Management
07/18/2024
Deutsche Bank looks to Asia-Pacific wealth management business to drive core growth
The Frankfurt-headquartered bank generated the largest share of its revenue - 44 per cent - in its home market of Germany last year
07/18/2024
BLKB achieves solid results in the first half of the year
The results of the first half of the year confirm that we have set the right course for the future with our investments.
07/18/2024
UK and Ireland-based accountancy and wealth manager Sagars rebrands to AAB
Sagars merged with AAB in 2021, widening the breadth and depth of services they provide to businesses and individuals
07/18/2024
Pollen Street Capital’s £432m acquisition of Mattioli Woods delayed by security act
Mattioli Woods agreed to be taken private by private equity firm Pollen Street in a deal in March.
07/18/2024
GAM and SHK & Co Announce Strategic Alliance to Drive Growth and Enhance Distribution in Greater China
Together, both companies share a vision and entrepreneurial mindset to drive new business growth, private wealth solutions and active investing opportunities for a broad range of clients.
07/18/2024
FCA's Crackdown on Wealth Management Non-Compliance with Consumer Duty: How to avoid this…!
FCA: “We expect you to have implemented the Consumer Duty in full, which requires you to put the needs of your consumers first.
07/17/2024
Macfarlanes advises long standing client Ares Management on providing financing to Lovell Minnick on the merger between London & Capital and Waverton
The merger is expected to create an independent wealth and asset manager with assets under management over £19bn.
07/17/2024
Bank of America rises, Morgan Stanley falls on Q2 earnings
The Morning Brief anchors Brad Smith and Seana Smith break down the latest earnings figures for these major banks and what it could mean for their stocks moving forward.
07/17/2024
Belgium's Delen Private Bank to buy smaller rival Dierickx Leys
Financial details of the takeover were not disclosed, but Delen Private Bank - in which Belgian holding company Ackermans & Van Haren is a shareholder
07/17/2024
Seizing equity opportunities at the sector level
Yet after solid gains year-to-date, the argument for taking more equity risk now looks less appealing.
07/17/2024
The Stonehage Fleming View: Philanthropy
All are aware of the fact that wealth, often combined with specific family expertise, has the ability to effect significant change.
07/17/2024
Stern granted Swiss asset management licence
The firm’s partners and the Stern family account for approximately 20% of the firm’s assets under management.
07/17/2024
Wealth managers try to avoid 'conversational cul de sacs' on philanthropy
Clients are often happy to discuss particular charities which they support – especially if someone in their family received outstanding care in the past.
07/17/2024
Citi to Take Wealth Management to Next Level with the Market-First Launch of Wealth 360
The feature is now rolling out to selected customer segments and will be gradually expanded to the entire customer base.
07/17/2024
Basel investment firm to merge with billionaire’s asset manager
The tie-up between special situation investment firm Youngtimers and Hong Kong billionaire Adrian Cheng’s C Capital is set to allow the latter to be listed on the Swiss Stock Exchange.
07/16/2024
Clime IM’s wealth management M&A spree
Prior to heading up Madison, Donat was head of licensee development at BT Group licensees.
07/16/2024
Standard Chartered Bank Hong Kong transforms digital wealth management with myWealth Direct
At the beginning of 2020, the Wealth Management division of Standard Chartered Bank kickstarted an ambitious journey to scale up its digital advisory platform capabilities.
07/16/2024
Pictet’s head of fund research lifts the lid on current searches
Sébastien Gentizon talks through his team’s strategy and how its high-conviction approach feeds into the Swiss bank’s wider thinking.
07/16/2024
Impax Asset Management Group plc completes acquisition of fixed income assets of Absalon Corporate Credit
With the completion of the acquisition, Absalon’s Global High Yield and Emerging Market Corporate Debt strategies become part of Impax’s fixed income range, with funds available on Impax’s Irish-based UCITS platform.