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Wealth and Asset Management

10/09/2023

Why RBC Wealth Management is Underweight in credit in the UK and Europe & neutral in Gilts

Maintaining hiking optionality is pragmatic for the central bank, in our view, as the risks of upside surprises in inflation data remain.

10/06/2023

Hong Kong’s Wealth Managers Expect Lower AUM Growth in Five Years

The number is higher than only 8 percent of wealth managers in a survey in 2022.

10/06/2023

DBS and Univers partner to scale digital solutions for net zero across Asia

Technologies introduced to improve measurement and management of emissions for SMEs

10/06/2023

Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel

Investment advisory firm now overseeing more than $300 million in outside assets selects Pontera to deliver comprehensive 401(k) management

10/06/2023

Vanguard bolsters headcount in Europe as profit grows 13%

Growth of UK platform helps boost asset management giant's coffers

10/06/2023

UBS Legend Raves About Sergio Ermotti

In the current environment, it's not the best way to secure capital and desired valuations, he said.

10/06/2023

AssetCo dumps fledgling infrastructure unit

Martin Gilbert’s asset management consolidator is selling loss-making River & Mercantile Infrastructure LLP to its managers for £1.

10/06/2023

1 in 30 HNW individuals relying 100% on their homes to fund retirement

As house prices and trends in the overall housing market raises concerns about retirement plans

10/06/2023

SJP should move to passive funds and overhaul fee structure, says analyst

It also proposed switching up the fees SJP charges which would see overall client fees drop as well as a slight fall in adviser remuneration.

10/06/2023

Hong Kong Wealth Firms’ Gloom Spreads With Drop in Assets

Concern over geopolitical tensions jumps among wealth firms

10/06/2023

FCA crypto promotion rules will enhance wealth manager competitiveness – Avaloq

The next step in the evolution of their offerings is to provide investment advice on cryptoasset holdings, and the FCA’s new rules may accelerate the development of more innovative offerings.

10/06/2023

LGT Wealth Management’s charity dodgeball tournament raises £53,056

LGT Wealth Management’s charity dodgeball tournament raises £53,056

10/05/2023

ABN AMRO and Motive Partners form strategic partnership

Their partnership unites two leading venture platforms, each with decades of fintech expertise and a dedication to innovation in both financial services and venture capital.

10/05/2023

UBS hires Private Wealth Advisors in Philadelphia

One team is led by Private Wealth Advisor Charles Lynch and the other team is led by Private Wealth Advisors Elijah Dornstreich and Ryan DePaul.

10/05/2023

WealthSelect adds further to fixed income as recession risk grows

This change has been reflected in an increased allocation to sovereign bond funds, with an even split between global bonds and gilts.

10/05/2023

NewGAMe SA publishes interim results of the partial tender offer for shares in GAM Holding AG

The interim results show that during the main acceptance period there were tenders for 40,243,738 shares.

10/05/2023

Abberley to lead Raymond James and Charles Stanley UK wealth tie-up

A combined UK wealth business is being launched under the Raymond James Wealth Management name, headed by Charles Stanley CEO Paul Abberley.

10/05/2023

Wealth Management Firm Chase Buchanan Continues Spain Focus with Three Offices in Extended Region

With offices in Marbella, Javea and Tenerife, Chase Buchanan now provides personalised wealth management and financial guidance, pension transfers and investment support across all the Spanish regions

10/05/2023

Cazenove Capital continues to support Kew Gardens’ iconic Orchid festival

Princess of Wales Conservatory: Saturday 3 February – Sunday 3 March 2024

10/05/2023

Quilter announces latest in series of platform upgrades

Over 100 advisers adopt new co-branding in first week since launch

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