04/17/2024
CaixaBank Private Banking commits to independent advice with a new exclusive centre in Barcelona
The goal is to make it a benchmark for independent wealth advice in the city of Barcelona.
Wealth and Asset Management
04/17/2024
Titan Wealth snaps up Bristol Planner Aspira
Earlier this week it completed the acquisition of Norwich-based Financial Planning firm Loveday & Partners which has around £600m of AUM.
04/17/2024
Liontrust suffers £6bn of outflows in year
In the three months to March 31, the firm saw outflows of £1.2bn but assets under management remained steady at £27.8bn over the period.
04/17/2024
Thurgauer Kantonalbank is expanding into online mortgages
In return, TKB will participate in Credex as a minority shareholder and will act as a lender on its mortgage marketplace in the future.
04/17/2024
Liontrust GF Pan-European Dynamic Fund launches with over €150m.
The new Fund uses the same investment process
04/17/2024
Endowus launches its full-service digital wealth platform; leading conflict-free investment advisory and fund distribution in Hong Kong
The full-service launch empowers Hong Kong-based investors with better choices, curated advice and control over their wealth.
04/17/2024
CEO Summit: Why customisation is the future
This is part of a general drive to bring institutional approaches to wealth platforms says another participant.
04/16/2024
Sanctuary brought in $4.9m through asset manager partner program in 2023
Sanctuary made the money via a strategic partnership program, sources told Citywire.
04/16/2024
BNP Paribas has signed an agreement with Fosun Group to acquire its stake in ageas
BNP Paribas Group acquisition of a minority stake in ageas does not modify any term of this historic and strategic partnership.
04/16/2024
The UAE is attracting HNWs – and wealth managers are following
Some 4,500 millionaires moved to the UAE in 2023.
04/16/2024
Responsible Investment: Two Swiss Asset Managers Among Global Top 10
Both UBS Asset Management and Pictet Asset Management, headquartered in Switzerland, secured positions in the coveted Top 10.
04/16/2024
Tatton pauses on buys as MPS valuations soar
CEO Paul Hogarth says that the firm is focusing on organic growth after another strong trading period for the business.
04/16/2024
First Global Catalytic Capital Marketplace Co-Axis Unveils 70+ Solutions from 40+ Countries to Speed Up and Scale Impact
Co-Axis aims to unlock risk capital and harness the power of community to scale and speed up impact innovations tackling the world’s greatest sustainability challenges.
04/16/2024
UBS publishes updated time series with restated segment financial information reflecting previously announced changes with no impact on Group results
These changes improve the consistency of reporting across the Group and provide details around funding and cost allocation methodologies.
04/16/2024
Pictet AM launches ‘one-stop’ euro-denominated credit bond fund
Asset manager says strategy will have reduced currency risk and will aim to navigate volatility.
04/16/2024
BlackRock and Jio Team to Offer Wealth Management in India
By creating a brokerage firm, Jio and BlackRock hope to woo the growing number of Indian retail investors as that country’s stock market hits historic highs.
04/16/2024
MASECO Private Wealth Confirms Relocation to New Headquarters in Central London
The new office space will accommodate the 110 staff members
04/16/2024
BNY Mellon's AUM increases 2% in Q1 to $2 trillion
During the first quarter of 2024, BNY Mellon posted total net inflows of $17 billion in its investment and wealth management unit.
04/15/2024
Diversify Advisor Network Adds $645 Firm To Partner Platform
Delaware-Based Key Advisors Transitions From Independent To Employee Model
04/15/2024
Blackstone's Apac wealth head says PE must look beyond leverage
Ed Huang, the $1tn alternatives manager's Apac wealth head, also hailed the 'tremendous' opportunity in Japan and semi-liquid funds structures' resilience through market turbulence.