11/28/2023
Guiding asset managers through SFDR implementation
For this fund, the client wished to ensure their fund documentation and website accurately reflected their investment process and complied with ESG regulatory requirements.
Wealth and Asset Management
11/28/2023
Customer churn: “AI brings advisors to cases that would otherwise go undetected”
Companies in all industries are exploring how they can reorganize their business using AI.
11/28/2023
Tokenbridge launches platform to streamline wealth management
Tokenbridge offers an open-architecture and blockchain agnostic solution that not only drives tech stack optimization but also reduces complexity, risk and cost while enabling hyper-personalization.
11/27/2023
The Disconnect on Alts Between Asset Managers and Financial Advisors Persists
Despite a growing number of new products, a survey shows investment firms aren’t meeting the demands of wealth managers.
11/27/2023
Private markets firms raid banks and asset managers for talent
Half of the 68 hires in the last three years joined wealth solutions teams at big groups.
11/27/2023
Fidelity plans multiple fund launches in China to tap growing wealth management, pension demand
The London-headquartered investment manager plans to use Hong Kong to tap the Greater Bay Area market
11/27/2023
How Piguet Galland Is Successfully Navigating the New Challenges Facing the Swiss Financial Centre
With inflows from new clients reaching CHF 451 million—and much of this growth originating from local clients in the French-speaking Swiss market—our key strategy of proximity to our clients continues to reap rewards.
11/27/2023
Macquarie Asset Management launches first Australian active ETFs
The funds face stiff competition from other active ETF managers
11/27/2023
Julius Baer Update on private debt exposure in light of recent market developments
The Group confirms that this amount was primarily related to the single largest exposure in its private debt loan book.
11/27/2023
Zurich's traditional banks are languishing on the stock exchange
The reasons for the decline in Vontobel shares go back almost four years.
11/27/2023
Robeco, Schroders scoop prizes at FN’s fund management awards
The Excellence in Institutional Fund Management Awards celebrate the very best of the profession
11/27/2023
The evolution of wealth management: A glimpse into IntellectAI’s vision
This approach has not only set IntellectAI apart but also charted a path for others in the WealthTech sector.
11/27/2023
Valartis buys back its own shares
The fixed price buyback offer is valid from December 4, 2023 to and including December 15, 2023.
11/27/2023
Alpian rolls out free digital private banking for young adults
Digital private bank Alpian has launched its new platform in collaboration with fashion brand Titolo.
11/27/2023
Wealth manager merges with IFA firm
It will rebrand to MKC wealth
11/27/2023
Wealth management's new era: Leveraging AI for transformation
Wealth management is undergoing a rapid transformation.
11/27/2023
Julius Baer expert says 2024 marks start of new economic cycle
The impact of high inflation will still be felt next year
11/27/2023
Bird & Bird advised Canaccord Genuity and Fox-Davies Capital on an oversubscribed placing by CleanTech Lithium
The Placing conditionally raised gross proceeds of £8 million at 22 pence per share.
11/24/2023
Morgan Stanley eyes advisers as global shops line up Australia’s rich
To execute this strategy, the firm wants experienced advisers who bring in about $1.8 million in revenue per year.
11/24/2023
FCA sends hard-hitting ‘Dear CEO’ letter to wealth managers and retail stockbrokers
The FCA notes that consumers have lost significant sums due to scams and fraud, and some firms have enabled money laundering.