04/05/2024
Objectway continues its streak in the WealthTech100 for the sixth consecutive year
Chosen by a distinguished panel of analysts and industry experts
Wealth and Asset Management
04/05/2024
BraddockMatthews and David Barrett Partners Combine to Create BraddockMatthewsBarrett
The merging of the two firms, which serve complementary segments of the investment management industry, creates a unique, compelling international executive search firm
04/05/2024
Vontobel launches 3-year maturity EM bond fund for A-rated PM
Three-year maturity aligns with current market conditions, says the fund’s manager.
04/05/2024
Management of the ZKB Philanthropy Foundation: The die has been cast
The ZKB announced the establishment of such a foundation at the annual media conference at the beginning of February this year.
04/05/2024
Labuan IBFC Inc. unveils Labuan IBFC China Desk to facilitate cross-border ventures
Platform is aimed at fostering bilateral trades, investments and business expansion
04/05/2024
Labuan IBFC Inc. and Council of Rector of Indonesia State University sign MoU
Both parties have signed an MoU for the placement of Indonesian university students in Labuan IBFC businesses
04/05/2024
Wealth management firm at the double with awards scoop
Financial advisers prove to be best in class after national award wins
04/05/2024
World’s Best Wealth Management And Advisory Companies, 2024
The wealth management market is expected to grow to $2465.75 billion in 2027 at a CAGR of 7.8%.
04/04/2024
Citi, JPMorgan, RBC to give new climate metric in deals with New York City
In return, retirement funds Lander helps run have withdrawn shareholder resolutions at each bank calling for the disclosures.
04/04/2024
The War Chest of J. Safra Sarasin is Fully Stocked
The very discreet J. Safra Sarasin performed solidly in the challenging year of 2023.
04/04/2024
Credit Suisse's Demise Benefits Swiss Crowdlending Pioneer
Credit Suisse (CS) and UBS long held sway in Switzerland’s corporate banking world.
04/04/2024
Record-Setting 218 J.P. Morgan Wealth Management Advisors Make Forbes’ Best-in-State Wealth Advisors List
Sixteen J.P. Morgan advisors make the selective America’s Top Wealth Advisors list
04/04/2024
‘Consumer duty’ and the challenge facing wealth management firms
From the magazine: The FCA’s new regulations have made wealth management firms ask serious questions of themselves
04/04/2024
EdRAM sells convertibles business to Kepler Cheuvreux subsidiary
Ellipsis Asset Management said the deal would make it one of the top five convertible bond asset managers in Europe.
04/04/2024
Wealth managers predict tokenisation adoption of funds over next five years
Both wealth managers and institutional investors showed similar strong predictions about the impact of decentralised finance (DeFi) solutions on traditional finance institutions.
04/04/2024
Australia's Wealth-Management Sector Piques Global Investor Interest -- Interview
The years since a probe into Australia's banking system have seen a transition in the country's financial-services sector.
04/04/2024
Wealth portfolios boosted in Q1 as inflation cools
ARC’s estimates reveal that its four private client indices all went up in the first quarter, as investment managers benefited from asset classes producing positive returns.
04/04/2024
Standard Chartered Partners With Old Mutual For Wealth Platform
A market with an estimated $2.4 trillion of investable assets.
04/03/2024
Sequoia Financial Group Acquires Houston-based AltruVista, Expanding Wealth Management Services for Entrepreneurs
Houston-based AltruVista has more than $310 million in assets under management as of March 31, 2024.
04/03/2024
Söderberg & Partners launches MPS on adviser platforms
There will be three options on offer: core, sustainable core and active core.