05/29/2024
Ex-Alpian CEO secures CHF 1.5m to launch private banking platform
Light Frame’s pre-seed financing round was led by ATX Venture Partners and New Stack Ventures.
Wealth and Asset Management
05/29/2024
Stratos Welcomes Spain & Smith Wealth Advisors
Firm to Leverage Stratos Wealth Advisors' Advanced Technology and Comprehensive Practice Management Support to Enhance Growth
05/29/2024
Pantheon partners with iCapital to expand access to specialist evergreen semi-liquid private equity solution
Partnership also includes solutions targeting markets with growing demand across Europe, the Middle East, Latin America and Asia
05/29/2024
Three UBS Advisor Teams in the Philadelphia D.C. Wealth Management Market Recognized by Barron’s
These teams are among the best in the business and are dedicated to serving each client’s needs.
05/29/2024
Barron's Advisor Top 250 Private Wealth Management teams 2024
This prestigious national recognition underscores the dedication and expertise of every team member.
05/29/2024
Beyond wealth management: elevating life with Metrobank
Clients benefit from an extensive range of investment options, including securities and structured products, managed by a team of dedicated specialists.
05/29/2024
HSBC Strengthening Ties Between Key Regional Wealth Hubs
At the same time, the city-state, on the other side of the spectrum, has focused on more specialized disciplines such as wealth management and private banking.
05/28/2024
ABN AMRO announces the acquisition of Hauck Aufhäuser Lampe, strengthening top 3 position in wealth management in Germany
These entities and HAL have closed a co-operation agreement to continue offering the successful One-Stop-Shop service offering in the market.
05/28/2024
Transition tipping points are turning nature into a new asset class: Transition Investment Summit 2024
Nature and nature-based solutions provide a clear path towards creating this net-zero world, and the reasons why were unpacked in a series of clear and convincing presentations and panel discussions throughout the day.
05/28/2024
NatWest share sale abandoned as election campaign derails plans
But the Treasury has confirmed the sale of NatWest shares will now not go ahead because of election plans.
05/28/2024
Bank platform struggles hamper wealth continuum ambitions
Obstacles such as siloed operations and legacy systems stand in the way of creating the right platform for banks to serve clients across its wealth continuum.
05/28/2024
HSBC Pursues Synergies in Wealth Management & Family Office Business Amid Strong Profit Growth in Asia
HSBC is committed to supporting its affluent clients with investment management, succession planning, and philanthropic initiatives.
05/28/2024
4M24: Net profit exceeds CHF 110 million; annualised NNA growth rate of 7.6%, corresponding to CHF 3.6 billion NNA
Return to more normalised hiring momentum during the reporting period with a total of 26 new CROs
05/28/2024
UBS: Sergio Ermotti’s Successor to Come From Within the Company
UBS may announce the names of the three potential successors, or possibly even female successors, at the general meeting next year, as further information suggested.
05/28/2024
This Banker Built Herself A $300 Million Fortune At JPMorgan Chase
This potential successor to Jamie Dimon is the lone woman banker on Forbes’ list of most successful self-made women.
05/28/2024
Neil Woodford: UK equities poised to rally after 20 years of underperformance
In his first interview for three years, the former star fund manager laid out reasons to be bullish on UK-listed companies and the wider economy
05/28/2024
Scotiabank Earnings Top Estimates on Capital Markets, Wealth
Scotiabank Earnings Top Estimates on Capital Markets, Wealth
05/28/2024
Hong Kong’s BMP Wealth gets ‘significant’ investment for acquisitions from UK asset manager
The investment will be used to acquire adviser firms whose owners are looking to retire or leave the industry in next few years
05/28/2024
Bringing the five pillars of wealth management together
InvestmentNews Awards 2024, Advisor of the Year (Western region): Dave Alison, Alison Wealth Management and C2P Enterprises
05/28/2024
Partners Group Selects Northern Trust to Provide Asset Servicing Solutions for its Private Equity ELTIF Evergreen Fund
The new ELTIF 2.0 regime is intended to facilitate European investment into private market assets via semi-liquid funds and related strategies, including by individuals not considered to be professional investors.