01/11/2024
Ski resorts in sights of Swiss banks pursuing wealthy clients
Some have sought to capitalise on the takeover of Credit Suisse by UBS, especially where clients want to diversify away from the combined entity.
Wealth and Asset Management
01/10/2024
What will drive wealth tech evolution in 2024?
Customer expectations, digitalization, and data aggregation will take the spotlight, says Canadian wealth tech leader
01/10/2024
Debunking broker misconceptions about private banking
How brokers can service high-net-worth clients
01/10/2024
The opportunity set in the infrastructure transition
The global movement towards decarbonising economies to prevent climate change and making them more circular to preserve nature and ecosystems is a key driver in the major digitalisation trend.
01/10/2024
For Fifth Consecutive Year, Fifth Third Private Bank Recognized as Best Private Bank
The honors were announced by Global Finance for the 2024 World’s Best Private Bank Awards.
01/10/2024
Hightower Completes Strategic Investment in Capital Management Group of New York
This is Hightower’s first announced deal of 2024 after announcing 12 transactions in 2023.
01/10/2024
Zwei Wealth is now pushing business partnerships
Two Wealth and VPZ Wealth Planning Centers work together.
01/10/2024
Evolution or revolution? Schroders discusses tokenisation’s potential
After the UK’s regulatory ‘big breakthrough’, asset managers believe tokenisation of funds and other assets will usher in a long-term shift, including faster settlement times.
01/10/2024
JPMAM Inks Partnership With Thai Asset Manager
The tie-up will combine the former's investment management expertise with the latter's local capabilities
01/10/2024
Raymond James CEO Paul Reilly’s Pay Nearly Doubles to $34.9 Million
The award can be clawed back if Reilly leaves before that time or under other circumstances, according to the filing.
01/10/2024
Consolidation in asset management expected to continue in 2024
Of the mergers which may spring to readers’ minds the chumming up between Rathbones and Investec may be at the forefront.
01/09/2024
Investing after the late-2023 rally
Recent releases also point to resilient growth, with US retail sales beating expectations and a still-robust US labor market.
01/09/2024
IntellectAI and St. James’s Place receive coveted industry recognitions as they redefine Adviser Led Wealth Management on Salesforce
Marking a new era in wealth management, this award-winning collaboration leverages Salesforce to redefine the wealth management landscape, showcasing a commitment to technological excellence and a customer first approach
01/09/2024
How private equity bosses become wealth clients
As private equity firms are growing assets, their staff are increasingly short on time to look after their personal wealth.
01/09/2024
Farrer & Co advises Canaccord Genuity Wealth Management on the acquisition of Intelligent Capital
The transaction is subject to customary regulatory approval but is expected to complete by March 2024.
01/09/2024
An innovative approach to sustainability – interview with Jean-Pascal Porcherot
Today, he oversees the management of over CHF 63 billion in assets.
01/09/2024
Baloise is dealing with asset managers from Zug
This emerges from a statement from the fund company, which specializes in governance and stewardship issues, on Tuesday.
01/09/2024
Société Générale Private Banking Switzerland, the combination of local and international
Finally, Société Générale Private Banking Suisse makes all of its expertise and its offering available to independent wealth managers (IFMs) and their clients.
01/09/2024
SNB: 2024 feels a lot like 2023 for the federal government and the cantons
This is now also the case with regard to the monetary authority's annual financial statements.
01/09/2024
Impax to acquire fixed income assets and expand portfolio management team in agreement with Copenhagen-based Formuepleje
Impax has entered into an asset purchase agreement with the Formuepleje Group, an existing client and distribution partner of Impax, with respect to the acquisition.