04/22/2024
Wellington inks distribution deal with SCPB
Standard Chartered Private Bank will distribute Wellington Management's Credit Total Return fund.
Wealth and Asset Management
04/22/2024
Ludlow Trust announces purchase of C. Hoare & Co’s trust business
The deal marks a significant milestone in Ludlow Trust’s growth.
04/19/2024
Morgan Stanley Wealth Management Pulse Survey Reveals Bullish Sentiment Despite Drop in Optimism
Inflation and election concerns have increased.
04/19/2024
ABN AMRO is doubling the number of Help with Banking advisers
Banking is becoming increasingly digitalised and also easier for many.
04/19/2024
Gary S. Williams of Williams Asset Management Honored in Forbes Best-In-State Wealth Advisors List for 2024
This marks the sixth year in a row of being named to this prestigious list of financial advisors.
04/19/2024
Coutts' approach to investing
How we decide where to invest our clients’ money – and how it’s working out.
04/19/2024
Raiffeisen publishes annual reports for 2023
It managed to grow in all business areas and gain market share.
04/19/2024
HNW advice firm partners with Multiply
This will be done by automating aspects of the onboarding and annual review processes for clients.
04/19/2024
Geneva-based Pictet AM debuts AI-powered global equities fund
The Luxembourg-domiciled fund will target an annual return before fees of 1.5% above the MSCI World index
04/18/2024
UBS, Nomura Battle to Win Rates Sales to Europe’s Ultra Rich
Switzerland’s biggest bank has been adding to its structured rates offering over the past six months.
04/18/2024
Brooks Macdonald funds under management rise in third quarter
During the third quarter, organic net new business fell by GBP294 million or 1.7%, but this was more than offset by investment performance rising by GBP642 million or 3.7%.
04/18/2024
UBS GWM's market team head for Malaysia and Singapore exits
The market team head had been with UBS GWM for almost two decades.
04/18/2024
Smead Capital's contrarian oil bet piques private bank interest
The $6bn US value house has been a long-term backer of the out-of-favour sector, which is now catching the eye of private banks looking to diversify away from the Magnificent Seven.
04/18/2024
New wealth management firm launched near York
The company, based near Pocklington, will cater to the financial needs of business leaders, landowners, and high net worth clients.
04/18/2024
Structured products proposition wins Best Performance Benelux award
The SRP Structured Products Awards are the most prestigious prizes within the industry and have been established to review the best-performing products and distributors of structured products in Europe.
04/18/2024
A new chapter begins for Pictet in the summer
The wealth management boss for German-speaking Switzerland has been in office for a year and is now really getting started.
04/18/2024
Raiffeisen makes company history accessible
There is still a branch of the Raiffeisenbank am Bichelsee at the site where the first Raiffeisenkasse was founded.
04/17/2024
The ‘masters of the universe’ are back in business
A new era of market volatility and higher interest rates is inspiring a comeback for the hedgies of Mayfair and Manhattan
04/17/2024
Arbuthnot Latham on why they shun UK equities
Usually, currency risk would be prevalent when investing in funds based abroad, as returns are converted back to sterling.
04/17/2024
Morgan Stanley First Quarter 2024 Earnings Results
Morgan Stanley Reports Net Revenues of $15.1 Billion, EPS of $2.02 and ROTCE of 19.7%