04/30/2024
Wealth Management M&A Landscape Remains Active
Given those challenges, some observers thought M&A would suffer mightily.
Wealth and Asset Management
04/30/2024
Maxim Group Expands its Fixed Income Group with the Addition of Stephen Read, Mark Koontz, and Tim Reilly
These additions position Maxim to expand its personalized services into new verticals, including bankruptcy claims and distressed bonds.
04/30/2024
J.P. Morgan Private Bank releases inaugural report on global family offices
Survey data reveals top objectives, investment preferences and management trends for ultra-high-net-worth families
04/30/2024
Fairstone makes changes to organisational structure to drive growth
The change has resulted in six managing directors being appointed with three joining the northern, central and southern regions of the UK.
04/30/2024
UBS elite unit gains access from Regenmacher
The team includes a few hand-picked dealmakers who are supposed to negotiate directly with the heads of corporations.
04/30/2024
The Vaudoise Group takes over the company Prevanto and becomes the market leader in actuarial advice for pension funds in Switzerland
This makes the Vaudoise Group the market leader in the area of actuarial advice for pension funds.
04/30/2024
Brooks Macdonald partners with Sporting Wellness to promote financial wellbeing for sportspeople
As part of this partnership, Brooks Macdonald will provide financial wellbeing sessions designed to empower the athletes of Sporting Wellness’s charity partners
04/30/2024
Van Lanschot Kempen: first quarter 2024 trading update
Assets under management (AuM) rose by 6%, thanks to strong net inflows and a positive market performance.
04/30/2024
Coutts in Conversation: A Good Start to the Year for Investors
Our investment experts shared their current, positive market outlook and explained why they’re shifting from UK to global stocks at a recent client event.
04/29/2024
Indosuez WM aims to up private markets exposure with platform launch
The bank's head of asset management Qian Su is bullish about private markets, but cautions rate cuts could hit the performance of some strategies.
04/29/2024
Jupiter to keep £500m of flagship fund after manager’s exit
The fund sits in Jupiter’s Merlin range, which operates at a degree of separation from the wider group.
04/29/2024
NBK Wealth emerges as the largest local and regional wealth management group with AUM exceeding $20bln
The New Brand is a Strategic Step and Milestone, Empowered by the Group’s Strength
04/29/2024
Wealth Managers Adapt as Women Gain Economic Power
The industry is urged to better understand the financial behaviors and drivers for women to effectively communicate and provide services that resonate with them.
04/29/2024
Perpetual in talks with KKR for corporate trust and wealth management unit sale
A potential deal would help KKR further expand its investment management footprint in Australia and Perpetual turn into an asset management business.
04/29/2024
Private bank PKB doubles profits thanks to new strategy
PKB Private Bank made a profit of 16.8 million francs in the 2023 financial year .
04/29/2024
Deutsche Bank provides information about the legal dispute over the Postbank takeover
While Deutsche Bank continues to strongly disagree with such an assessment, the court's comments influence the bank's assessment of the likelihood of a future payment.
04/29/2024
Market concentration and return dispersion at a turning point
The dispersion in performance between the Magnificent Seven and the rest of the market has been very significant, underscoring the transformative power of AI in reshaping industries and market expectations.
04/29/2024
Bantleon boss eyes further growth after quadrupling AUM with takeover
Bantleon CEO Stephan Kuhnke outlines the challenges of taking over Warburg Invest last year and where the company wants to grow next.
04/29/2024
Macquarie Asset Management finances upgrade and expansion of three Midlands hospitals
The projects will help enhance the accessibility and quality of facilities for each hospital’s patients, visitors, and staff.
04/29/2024
Perpetual in talks with KKR for corporate trust and wealth management unit sale
A potential deal would help KKR further expand its investment management footprint in Australia and Perpetual turn into an asset management business.