10/18/2023
Citibank Singapore to Open Two Satellite Wealth Hubs
New locations in Parkway Parade and Holland Village will complement main Orchard hub to bring wealth advisory services closer to affluent clients
Wealth and Asset Management
10/18/2023
Broadridge Launches New Fill Matching Platform, Enabling Real-Time Reconciliation for High Volume Trading
The Fill Matching solution offers real-time reconciliation, ensuring that brokers and asset managers are constantly in sync, minimizing end-of-day mismatches.
10/18/2023
Quilter PLC Third Quarter 2023 Trading Statement
Third quarter core business net inflows of £1 million contrasted with net inflows of £324 million in the corresponding period of 2022.
10/18/2023
Boutique wealth manager opens Asian wealth-advisory practice
Comprising of a team of multilingual financial advisers
10/18/2023
Nikko Asset Management joins long list of financials calling for plastic reduction
They warn that the whole plastics lifecycle poses a serious and growing threat to the environment, climate, biodiversity, human rights and public health.
10/18/2023
Liontrust Loses £1.6 Billion of Assets in Months of GAM Takeover Bid
At the same time, assets under management fell 6.3 percent to 27.7 billion pounds at the end of the quarter, slipping further to 27.5 billion as of October 12.
10/18/2023
Swiss fund management expands Zurich team
S&F offers asset managers, banks, insurance companies, pension funds and family offices tailor-made fund solutions according to Swiss law and has branches in Morges VD and Zurich.
10/18/2023
Morgan Stanley slips as wealth management revenue disappoints
In terms of revenue, the quarter generated $13.3 billion, slightly exceeding the consensus estimate of $13.25 billion.
10/18/2023
LGT obtains global Great Place to Work certification
LGT has been certified by the international consulting and research institute Great Place to Work as an excellent employer.
10/18/2023
Brooks Macdonald unveils international gilt portfolio service
Wealth manager Brooks Macdonald has announced the launch of its gilt portfolio service.
10/18/2023
Four Geneva CIOs reveal biggest contrarian calls
In Citywire’s new series Strategists with a View, investment chiefs discuss the investments the market is overlooking.
10/17/2023
Wilmington Wealth Management Firm Joins New York Conglomerate
Rockefeller touted the expertise Decision Point Wealth Partners will bring to Rockefeller in its release, stating the Wimington team has 120 years of combined experience in private wealth management.
10/17/2023
Introduction: UK WealthTech Landscape Report 2023
In the UK, there is plenty to go at. Nowhere is this more pertinent for the UK wealth management community than within the mass affluent sector, either self-made or those that are short to inherit.
10/17/2023
A unique online private wealth platform for Singapore
The clients of Swissquote in Asia appreciate that most transactions can be done online without complicated manual processes.
10/17/2023
Abbove Selected as a Banking Tech Awards 2023 Finalist
The Banking Tech Awards program produced by Fintech Futures celebrates excellence and outstanding achievements in the banking and fintech industry.
10/17/2023
Raymond James Selects J.P. Morgan Asset Management's 55ip
55ip delivers custom, tax-smart investing at scale.
10/17/2023
RMB Private Bank wins for best customer experience
Emotional connection drives the experience in private banking, reveals the Ask Afrika Orange Index
10/17/2023
Jupiter records £1bn outflow and announces new charging structure
Shares in the fund firm were down 10% this morning as its institutional push failed to stem £1bn of Q3 outflows.
10/17/2023
SJP scraps exit fees in charges overhaul
UK’s largest advice company will no longer charge an exit fee on new investment bonds and pensions and has slashed its initial advice charge.
10/17/2023
Wealth manager Aktia choose Temenos to boost modernisation
Finland-based wealth manager Aktia has picked Temenos to help modernise its payments capabilities.