06/14/2023
Private Client Executive, Natalie Irvine, awarded Female Private Banker of the Year
It is the first time an Australian private banker has been individually honoured with the accolade.
Wealth and Asset Management
06/14/2023
Pictet WM Asia CIO: «China Probably Not Far From the Bottom»
From its April peak, the CSI 300 has shed nearly 9 percent to hit 2023’s trough in early June but has since posted a 2.5 percent rebound.
06/14/2023
Henley Private Wealth Migration Report 2023
The HNWI migration figures focus only on HNWIs who have truly moved — namely, who stay in their new country more than six months a year.
06/14/2023
Astrobank awarded as best bank in Cyprus for private banking
AstroBank has developed an extensive customer base, which is significant considering the Bank’s size and overall market share in Cyprus.
06/14/2023
Tyndall Partnerships builds out an Investment Committee of industry heavyweights
The new Investment Committee will work with this team, offering depth of experience in their respective areas of specialism and additional objectivity to challenge tactical asset allocations where necessary.
06/14/2023
Why Crescendo IAM has clients with over 50% private market exposure
Crescendo’s head of asset management, Brian Johnson, rejects the notion that private markets are overpriced.
06/14/2023
‘Normality has changed’: Brown Shipley rethinks 2023 strategy in new economic paradigm
The investment house aims to enhance its risk-adjusted returns by remaining defensive.
06/14/2023
iCapital® Launches iCapital Marketplace to Connect Wealth Managers to World’s Largest Selection of Alternative Investment Opportunities
Wealth managers accessing iCapital Marketplace have expanded capabilities integrated into the platform to best serve clients interested in alternative investments.
06/13/2023
Hightower Partners With Team of Wealth Management Professionals to Form Presidio Wealth Partners
"At Hightower, we talk a lot about "well-th"—the concept that wealth encompasses more than money,"
06/13/2023
Northern Trust Named Best Digital Innovator, Best Private Bank for Digital Wealth Planning in North America from PWM
Financial Times Group Publication PWM Announces Wealth Tech Awards
06/13/2023
ONE swiss bank: H1 2023 Financial Results – Profit Hike
Profit Hike: significant increase in profit expected for the first half of 2023
06/13/2023
Highvern Recognised in Drawdown Awards for 4th Consecutive Year
HIGHVERN has previously collected awards for ‘Fund Administration’ as well as ‘Technology & Innovation’
06/13/2023
Schroders plc hosts Wealth Management Capital Markets Day
During today’s event, Schroders plc will share the growth prospects for each of its three Wealth Management businesses:
06/13/2023
Acquisitive firm to relocate from Newcastle after 15 years
The move will reflect the rapid growth of the firm, which currently has more than £130m in gross revenues with 1,200 colleagues across 56 locations.
06/13/2023
Schroders exits Odey investments but others hold
Companies such as Goldman Sachs and Morgan Stanley cut ties with the firm in the wake of the allegations, and the Financial Conduct Authority is widening an existing investigation into the firm.
06/13/2023
Liontrust publishes prospectus for offer for GAM shares
The GAM Board continues to strongly recommend that shareholders accept the Liontrust offer.
06/13/2023
Private assets return to fundamentals
For investors, economic crises and dislocated markets historically deliver outperformance, on condition that they can access a broad range of top managers and maintain a consistent, long-term horizon.
06/13/2023
Tatton Asset Management excels, and vows to increase market share further
Organic net inflows were £1.794bn (2022: £1.277bn), an increase of 15.8% of opening AUM with an average run rate of £150m per month.
06/13/2023
Jobs on the line as Abrdn shuts Reading and Sheffield planning arms
The group will divide the business into a financial consultant model and regional advice model in a restructure of its financial planning arm.
06/13/2023
HSBC to Shut Down New Zealand Wealth Unit
The bank has stopped accepting new retail customers in New Zealand and the wind-down is expected to occur over several years in phases.