11/29/2023
Are you being authentic about managing your wealth?
Just as authenticity is about being true to one's character, an authentic investment portfolio reflects an alignment with an investor's financial goals and values.
Wealth and Asset Management
11/29/2023
All the winners of the 2023 PA Wealth Partnership Awards
Rewarding excellence where wealth and asset managers work together for the benefit of end-investors
11/29/2023
Schroders secures two prestigious accolades at Financial News’ Excellence in Institutional Fund Management Awards 2023
Schroders was also named runner up for UK Manager of the Year, as was Peter Harrison, Schroders Group Chief Executive, for Industry Personality of the Year.
11/29/2023
Nomura to Rename Retail Division as Wealth Management Division
The division's name was changed to reflect this transformation of the business model.
11/29/2023
DWS announces iCapital partnership to deliver global alternative asset strategies to the US private wealth sector
DWS recently confirmed its strategic ambition to leverage the demand from high-net-worth individuals and family offices for access to Alternatives strategies, including real estate, infrastructure and private credit.
11/29/2023
LGT Bank once again among the top ten asset managers in German-speaking Europe
This once again places it among the top ten wealth managers in German-speaking countries.
11/29/2023
Impax Asset Management Group plc Results for the year ended 30 September 2023
The Company is currently interviewing US-based candidates with a view to appointing a new USbased Non-Executive Director in due course.
11/29/2023
Siam Commercial Bank : SCB Wealth Holistic Experts
SCB WEALTH has revealed robust investment asset growth, surpassing industry benchmarks with a 7% yoy growth amid a challenging economic landscape.
11/29/2023
Close Brothers looks for platform tech partner; SEI and Pershing frontrunners
Sources told NMA the current technology used by the wealth manager is being reviewed, and that the business may apply for custody permissions with the FCA.
11/29/2023
Julius Baer – from now on a question of faith
Julius Baer serves up the bad news in slices.
11/29/2023
Subsidiary of Swiss private bank fined in Hong Kong
The disciplinary action followed an investigation in which the HKMA found control deficiencies at the CA Indosuez subsidiary.
11/29/2023
SimplyBiz launches additional support package for discretionary wealth management firms following regulator’s ‘Dear CEO’ letter
It also gives firms an insight into the supervisory activity the FCA intends to carry out.
11/29/2023
Goldman Sachs to accelerate Japan push, wealth management head says
Marc Nachmann sees investment banking connections opening doors to unique deals
11/29/2023
Odey AM applies to cancel FCA authorisation
Winding down process
11/28/2023
Generational Wealth Advisors Recognized by D Magazine as a 2023 Top Wealth Manager
The finalists are selected based on several criteria, including whether planners maintain a strict fiduciary duty to their clients in wealth management and investment advisory services.
11/28/2023
Indosuez Wealth Management wins two Global Private Banking Awards
The awards recognise Indosuez's expertise and its ability to offer tailor-made, creative and high value-added solutions to its clients, particularly UHNWs, by drawing on its experts around the world.
11/28/2023
Indosuez Wealth Management Italy wins the "Wealth Protection" award
This award recognises our bank's ability to protect large assets in an uncertain and ever-changing scenario.
11/28/2023
Waverton sees £500mn of inflows from advisers in past year
The firm has 700 advice firms as clients.
11/28/2023
SJP: More Wealth, More ESG Focus
The wealthiest Hongkongers and Singaporeans prioritize ESG and sustainability factors the most when investing, according to a survey by St. James’s Place (SJP) Asia.
11/28/2023
Integration: UBS is reorganizing CS's client advisors
This now also includes the advisors who serve wealthy “affluent” customers in the home market of the acquired bank.