10/16/2024
UBS Financial Advisor Warren Coughlin Named to the Forbes Top Next-Gen Best-in-State Wealth Advisor List
This is Warren's third inclusion on the list.
Wealth and Asset Management
10/16/2024
Tracey Davidson named in Spear’s ‘Power List 2024’
The Spear’s Power List highlights the leaders whose impact extends beyond client relationships, showcasing those who shape the wealth management industry.
10/16/2024
This Assessment Will Please Swiss Banks
One of his conclusions will particularly please Swiss private banks.
10/16/2024
Three areas wealth industry should tackle to deliver better consumer support outcomes
It’s only right that in time, attention will turn to consumer support
10/16/2024
StanChart Runs UHNW Family Forum in Hong Kong
Hong Kong was chosen as the first stop for the bank’s forum as one of the four wealth hubs from which it serves ultra-high net worth indivi
10/16/2024
Quilter reports third quarter net inflows of £1.4 billion
The increase of 2% in the quarter reflected net inflows, and higher market levels with this partially offset by Sterling appreciation.
10/16/2024
Luxembourg Tops the Global Wealth Rankings in 2024
The report highlighted that Luxembourg has maintained a steady rise in GDP per capita from 2010 to 2024, consistently ranking at or near the top among the wealthiest nations.
10/16/2024
Merrill Earnings Highlight Size of New Clients, Not Quantity
In the third quarter, the wirehouse doubled the number of net new clients with $10 million or more in assets from a year ago.
10/16/2024
Julius Baer CIO tells rich to brace for private market 'hangover phase'
Investors have poured money into areas including private credit, private equity and infrastructure to chase higher returns and diversify their portfolios.
10/16/2024
Affinity Private Wealth announces succession plan to remain independent and owner-managed
The strategic initiative is driven by the original founders and shareholders.
10/16/2024
Switzerland’s wealth managers bank on a future in Asia
Hong Kong and Singapore are the world’s rising wealth centres
10/16/2024
UBS Forecasts Impact of China’s Fiscal Package
UBS shares its views on the market impact based on varying package sizes that could be announced.
10/15/2024
AXA IM launches a global Philanthropy programme, bringing together all global and local charitable endeavours focused on “Empowering Sustainable Futures”
AXA IM has established a new Philanthropy Committee to oversee and make decisions in regard to its charitable commitments.
10/15/2024
BNP Paribas Asset Management is launching its first evergreen diversified private credit fund under ELTIF 2.0
The fund will invest in European corporate and real assets debt in Infrastructure and Commercial Real Estate and targets institutional as well as wealth management distribution channels.
10/15/2024
Dominique Gerster becomes partner at IRF
Dominique Gerster brings more than two decades of experience in corporate communications.
10/15/2024
HSBC Reportedly Probes Digital Wealth Unit in China
The review was started after the appointment of global insurance CEO Ed Moncreiffe in April.
10/15/2024
Wealth Managers Call on Asset Managers to Bolster Product Specialist Talent, New MMI-Broadridge Survey Reveals
74% of wealth managers urge an increase in product specialists from asset managers
10/15/2024
Latin America: The New Wealth Battleground
Multinational and behemoth private banks increasingly view Latin America as a cornerstone of their growth strategy.
10/14/2024
Spear’s Top 100 most influential people features Mary-Anne Daly, CEO Wealth Management, Schroders
The Power List recognises those individuals with significant influence in private wealth and for high-net-worth individuals and families more broadly.
10/14/2024
RBC Wealth Management receives Financial Planning’s Innovator of the Year Award for technology advancements
The firm’s two awards were for client engagement for its AI-Powered Insights program and marketing for its Campaign Central marketing platform for financial advisors.