09/12/2023
Mattioli Woods says "complex" situation drives demand for money advice
Revenue rose by 2.7% to GBP111.2 million from GBP108.2 million, benefiting from both organic growth and acquisitions.
Wealth and Asset Management
09/11/2023
WealthManagement.com Announces 2023 Industry Awards Winners
Judges recognize 80 companies for their outstanding support of financial advisor success from among 253 finalists
09/11/2023
Swisspartners between departure and upheaval
There have already been various staff departures.
09/11/2023
Raiffeisen: The Swiss number two does not want to be a big bank
The Raiffeisen Group will not realign itself in order to take over CS functions that are no longer available, for example in the corporate customer business
09/11/2023
New SJP CEO must be ‘brave’ and overhaul fee model
They accused the company of not “evolving quickly enough” and said any new leader needs to be very “pro change”.
09/11/2023
First Trust Capital Management L.P. Acquires Position in Focus Financial Partners Inc.
This acquisition represented 0.36% ownership of Focus Financial Partners as of their most recent SEC filing.
09/11/2023
A balanced asset allocation is still the best way investors can prepare themselves for any uncertainty – Exclusive Interview with Marc Van de Walle
To enable end-to-end digitization, we are investing in a single wealth platform to drive technology convergence across segments and markets, harness scale and cost efficiency, automate operations, and increase the speed of deployment.
09/11/2023
The mystery of Goldman Sachs AM’s ETF push into Europe
However, there is no doubt with a proper ETF strategy, GSAM’s distribution power could enable them to have an impact on the market and gather significant assets.
09/11/2023
Swisspartners at a Turning Point
According to some, proposals have been circulating among potential interested parties and a few of them have even signalled interest.
09/11/2023
EFG Private Bank ramps up its UK team
The UK private banking division of EFG International, EFG Private Bank announced the hiring of Francesca Speroni as team leader and deputy head of private banking, effective 4 September 2023.
09/11/2023
Strategic visionary who sticks to his guns
Morgan Stanley’s CEO, InvestmentNews' 2023 Icon, has upset advisors at times with his policies but is revered for leading spectacular growth and his Smith Barney ‘master stroke.’
09/11/2023
BNP Paribas Asset Management partners with Agricultural Bank of China Group to form wealth management joint venture
BNP Paribas ABC Wealth aims to develop innovative investment solutions to meet growing demand for wealth management in China
09/08/2023
Defining Wealth Management—And How Training Programs Can Help
That body also defines the training and work experience required to earn the CFP designation.
09/08/2023
Ultra-rich hate ‘trust fund monsters’ more than taxes, study shows
Clients with $25 million-plus require the most hand-holding from financial advisors.
09/08/2023
Schroders named 2023 signatory to UK Stewardship Code
The aim is to support the creation of long-term value for clients, leading to sustainable benefits for the economy, the environment and society.
09/08/2023
JTC Shortlisted Twice In The 2024 Citywealth IFC Awards
JTC won one of these accolades, ‘Trust Company of the Year – Caribbean’, at the 2023 IFC awards.
09/08/2023
Why wealth managers are targeting the not-so-wealthy
Markus Habbel, a consultant at Bain, explains why 250m people might soon be in need of a wealth manager.
09/08/2023
Close Brothers unveils new regional hub
Cheltenham office opened in August
09/08/2023
The reorganization of UBS-IT comes at the wrong time in Zurich
The unemployment rate remained stable at 1.7 percent in August.
09/08/2023
Shattering Glass Ceilings: Augmenting wealth management for women
In an ever-evolving world where women’s wealth is growing faster than men, there is an increasing urgency to shatter the glass ceilings between women and wealth.