06/27/2023
CEO Captain: Citi Global Wealth's Angel Ng
Citi Global Wealth's head of Asia Angel Ng talks us through combining the bank's retail and private banking experience to provide clients with a comprehensive service.
Wealth and Asset Management
06/27/2023
Endurance Wealth Management to Join Focus Partner Firm Crestwood Advisors, Extending Crestwood’s New England Presence
The transaction is expected to close in the third quarter of 2023, subject to customary closing conditions.
06/27/2023
Feifa partners with Affinity Private Wealth
Wealth manager wants to provide more sustainable investment solutions
06/27/2023
BMO recognized as Best Private Bank, Best Commercial Bank and Best Retail Bank
The 2023 World Finance Banking Awards recognize how BMO's digital first strategy and industry-leading client experiences are meeting and exceeding customer's evolving expectations with best-in-class digital money management services.
06/27/2023
Calastone collaborates with Schroders to make tokenisation a reality
The collaboration follows a multi-year investment by Calastone into Distributed Ledger Technology and tokenisation
06/27/2023
Edmond de Rothschild Exiting Downtown Geneva
The bank is involved in financing the huge real estate project in the Quartier de l'Etang located west of the city center, through its Edmond de Rothschild Real Estate fund.
06/27/2023
Global Wealth Report 2023: Resetting the Course
The prospect of consistent business growth became increasingly difficult to envision on the horizon.
06/27/2023
Hongkong Nipping at Swiss Wealth Management's Heels
The downturn was in strong contrast to the year before in which assets grew more than 10 percent, in one of the best markets in more than a decade.
06/27/2023
Odey Asset Management dissolves two hedge funds
Odey Asset Management has stopped two additional funds, including its flagship hedge fund, after receiving several redemption requests from investors who had left the company, as a result of Crispin Odey's alleged sexual assaults.
06/27/2023
Northern Trust and Coalition Greenwich Study: Asset Managers Project Future Growth Amid Challenging Environment
While 84% expect to grow, 22% plan to implement changes to their operating models to achieve efficiency and cost savings.
06/27/2023
Democratisation 2.0: Private markets access isn’t enough for DFMs
Truffle Private Markets managing director and co-founder Jason Proctor outlines why wealth firms need more help to get better exposure to private markets.
06/27/2023
Swiss private bank EFG to expand in Israel with Credit Suisse team - sources
An EFG spokesperson said the bank "confirms that it is expanding its team in Israel" and that "further details will be provided in due time".
06/27/2023
Titan Wealth acquires Square Mile Investment Consulting and Research Ltd
The acquisition encompasses the c.£2.6bn in assets under management currently held within Square Mile’s MPS portfolios and will enable Titan Wealth to further expand its competitive, low-cost MPS proposition.
06/27/2023
STM Group : Final Results for the 12 months ended 31 December 2022
These results demonstrate the solid underlying performance of our business, in a market
06/26/2023
Morgan Stanley in wealth management review, Ords deal on cards
Street Talk understands it is considering hiving off some of its lower value accounts to Ord Minnett as part of a strategic review that would pivot the business toward high-net-worth and ultra high-net-worth clients.
06/26/2023
Ivan Chang, Regional Head for Institutional Business at Saxo on “True Value for Wealth Managers”
The main challenge is defining what is true “value” in the services sector especially in wealth management, and subsequently attribute the right cost to pay for it.
06/26/2023
LGT further expands its German presence with offices in North Rhine-Westphalia
The new branch office will be managed by Jens Ennenbach and Matthias Wesseling.
06/26/2023
Leonteq provides business update
The Group further recorded relatively stable platform assets and turnover year-on-year.
06/26/2023
Rathbones shareholders give Investec W&I deal the green light
The firm’s shareholders voted overwhelmingly in favour of the £839m deal at a general meeting.
06/26/2023
Quilter cuts fees on funds with more than £750m in assets
The changes will see a discount of up to 0.05% applied to a fund’s fixed ongoing charge.