03/16/2023
IQ-EQ enters strategic alliance with Alpha Group
These services will be provided directly by Alpha to IQ-EQ clients, following an introduction made by IQ-EQ.
Wealth and Asset Management
03/16/2023
Investec shares rally on £100m profit boost forecast
Investec shares are 4% higher after it said in a pre-closing trading update that full-year profit could be at least around £100m higher.
03/16/2023
Kingswood shares drop 7% after US arm squeeze
Shares in the wealth firm dipped more than 7% on Wednesday as its US business was impacted by a delay to a large deal.
03/16/2023
‘Sale to UBS is on the table’: Swiss WMs on Credit Suisse
Wealth management firms share their perspectives on the Swiss National Bank offering support to the investment banking giant.
03/16/2023
J.P. Morgan Asset Management Launches JPMorgan Active China ETF
The newest active ETF offering focuses on China equitiesJ.P. Morgan Asset Management Launches JPMorgan Active China ETF (JCHI)
03/15/2023
ZEDRA completes rebranding of AlleyBe Group
These include private wealth solutions, accounting and financial reporting services, tax compliance, asset protection and estate planning, fintech services as well as advisory services for marine and aviation structures.
03/15/2023
HSBC Mines MENA Wealth Opportunity in Singapore
To cater to this demand, HSBC Global Private Banking formed a coverage team in the city-state in 2022 to work with existing colleagues in the Middle East where it has a significant existing presence.
03/15/2023
Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI
Morgan Stanley currently OpenAI’s only strategic client in wealth management
03/15/2023
Wealth managers bracing for compensation claims
The behavioural finance experts found that 77% expect regulatory change will result in the need to better understand risk tolerance and suitability.
03/15/2023
JM Finns wins award for Discretionary Wealth Management
At the annual City of London Wealth Management Awards held at The Guildhall, JM Finn was presented with the award for Best Discretionary Wealth Management.
03/15/2023
Resilient 2022 Results and Evolving Governanc
The commercial momentum helped to sustain assets under management, which stood at 158 billion Swiss francs.
03/15/2023
Philanthropic Funds for Charitable Giving Grow in Popularity
One major aspect of Scott’s philanthropy that fascinates me is the fact that she is disrupting a large part of the traditional way of giving through foundations.
03/15/2023
Kingswood expects UK annual profits to grow by 54%
Overall, the group expects total revenue to decrease by 3.9 per cent year-on-year to £143.6mn.
03/15/2023
Liberum predicts 50% boost to Quilter shares
Analyst James Allen has put a ‘buy’ rating on the stock, suggesting its P/E is significantly lower than competitors
03/15/2023
Swiss banks say rich Chinese clients worried about sanction prospects
Many said they were worried about the chilling effect on a lucrative line of business and crucial source of future growth.
03/15/2023
Swiss economy: Lack of growth drivers; energy crisis has only a limited impact on industry
Although the energy crisis is having a noticeable impact on some energy-intensive sectors, in-depth analysis shows that the overall effect on Swiss industry is less significant compared to other European countries.
03/15/2023
DBS Acts as Anchor Investor in Impact Fund
Launched in August 2022, AIFF was designed through a partnership between DBS Foundation and Heritas Capital, a Singapore-based private equity and venture capital firm.
03/14/2023
16 J.P. Morgan Wealth Management Advisors Recognized on Barron’s Top 1,200 Ranking
The rankings are based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors’ practices.
03/14/2023
Five UBS Advisor Teams in Arizona Named to the Forbes Best-In-State Wealth Management Teams List
Three of the five teams are based in Phoenix, and two are in Tucson.
03/14/2023
Celent's Model Wealth Manager 2023 Awards Program
The submissions for this year’s Model Wealth Manager Awards program were not only competitive, but also testament to the industry’s determination of bringing personalized, streamlined, and optimized wealth management