Managers of Wealth

Wealth Management tech solution wins at WealthBriefing European Awards

Laserfiche enables organisations to digitalise their business processes and manage their files effectively

Evolving Trends in Outsourcing Models for Wealth and Asset Management Firms: Objectway’s Response to Growing Client Interest

Firms must consider their operational capacity, skills, return on investment, and the desired level of client engagement.

Glarner Kantonalbank does not exercise call option for Tier 1 bond

Glarner Kantonalbank makes the decision to exercise the call right based on the underlying market conditions, economic aspects, the regulatory value of the instrument and its own capital planning.

Former RBS wealth management brand returns to Glasgow following takeover deal

That deal has now been completed, with the Glasgow business operating under the Adam & Co name going forward.

Wealth Management’s Rising Star in Asia Has Tricky Task at UBS

She’s using her ties with UBS investment bankers hailing from Credit Suisse to win business from ultra-rich clients.

Cerity Partners Announces Combination with Agility to Offer Outsourced Chief Investment Officer Capability

The addition of Denver-based Agility will expand Cerity Partners' capabilities through outsourced chief investment officer services to non-profit organizations, UHNW individuals, and family offices.

Canaccord Genuity Group Inc. through its wealth management business in the UK, announces completion of acquisition of Intelligent Capital

Operating under the Adam & Company brand, the combined teams become a significant wealth management business in Scotland with further growth potential

Property tops biggest wealth manager trust trades in Q1

Rathbones, Quilter, Brooks Macdonald and RBC Brewin Dolphin have all tweaked exposure to property and infrastructure since the start of 2024.

UBS and Sumitomo Mitsui Trust to Enhance Wealth Management in Japan by Acquiring Credit Suisse's Division

The joint venture is majority-owned by UBS Securities Japan with a 51% stake, while Sumitomo Mitsui Trust owns the remaining 49%.

Lescaudron affair: In the end the bank loses

The big bank is stubbornly defending itself against this – as is currently the case in Singapore.

Private wealth sellers fuel £1.7bn Impax quarterly outflow

After fresh outflows, the sustainable fund firm notes that sentiment towards green investing is improving with assets under management rising to £39.6bn.

HSBC to accelerate China wealth expansion, on track to meet hiring target

The bank, which makes the bulk of its revenues in Asia, also plans to expand its mainstay wealth business in India

Increased pension annual allowance fails to entice higher earners

According to the survey, the average pension contribution for HNWIs was £35,400

Hampden & Co increases employment and profits in FY23

Hampden & Co, a UK private bank has shown that new client numbers increased by nearly a fifth (19%) in FY2023.

UBS prepares for Switzerland’s ‘too big to fail’ regulation; EU banks at ESG rule disadvantage, warns industry group

Plus: Santander UK withdrawing from Lending Standards Board, and more

Trinity Investments, Funds Managed by Oaktree Capital Management

The acquisition marks Trinity’s entry into Europe and extends relationships among the three firms

Pictet WM's Jia on its endowment-style strategy for structured products

The firm’s multi-asset DPM head sees higher cash rates and lower equity volatility as opportunities for certain structured product plays.

HSBC’s Quinn Targets Lifting Wealth Business in China, India

“I want an equally strong wealth management capability in mainland China, Singapore, for Asean, and in India.”

Private Debt: A Time-Honoured Market Perspective

Private debt's growth does not hinge solely on shifts in monetary policy.

TISE reports strong growth in new listings to begin 2024

The total market value of all listed securities stood at more than £670 billion at the end of the quarter.

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