01/25/2024
Report: 10 resolutions for wealth management success
EY Global Wealth and Asset Management group’s 2024 outlook report presents 10 ‘resolutions’ that leaders and organisations should adopt in 2024
Wealth and Asset Management
01/25/2024
GBA wealth management scheme opens to brokers, more financial products available for purchase
Investors can now purchase a wider range of wealth management products, including deposits, bonds, equity funds, and public mutual funds.
01/25/2024
CA Indosuez Wealth (Asset Management) celebrates its 10th anniversary in 2024
Its main mission is to serve Crédit Agricole Group entities internationally, as well as their clients and partners, by delivering a high level of service and offering a privileged client experience.
01/25/2024
Jersey takes top spot as ‘International Financial Centre of the Year’ in Citywealth Awards
Now in their thirteenth year, the awards highlight the excellence of advisers and managers in the private wealth sector across major IFCs.
01/24/2024
Crédit Agricole SA announces the acquisition of a minority stake in the capital of Worldline
It aims to strengthen this partnership in order to create a major player in payment services to merchants in France.
01/24/2024
Citibank Enhances Debit Card Benefits for Top-Tier Clients and is First Bank in Singapore to Partner Mastercard in Tree Restoration Initiative
Bank launches Citigold Private Client World Elite Debit Mastercard and joins Mastercard Priceless Planet Coalition; commits to restoring a tree with every S$1,000 spent on card
01/24/2024
Capgemini head of capital markets: Four key calls for the wealth sector in 2024
Generational wealth transfer
01/24/2024
Quilter platform awarded ‘A’ financial strength rating by AKG
AKG’s assessment of financial strength measures a company’s ability to sustain delivery of its products or services.
01/24/2024
Baillie Gifford US Growth discount narrows as positive performance returns
Six-month results
01/24/2024
Libera and ZWEI Wealth are now working together for manager selection for pension funds
The collaboration enables small and large pension funds to use the latest technology and to take a very broad provider universe into account in every selection.
01/24/2024
VENCORA UK Limited publishes definitive notice of the interim result of the public tender offer for all publicly held registered shares in CREALOGIX Holding AG
The definitive notice of the interim result shows that 622,800 CREALOGIX shares were tendered into the offer during the main offer period.
01/24/2024
Quilter: Q4 Reported and core net flows rebound to deliver net positive inflow; fourth quarter IFA Platform gross flows up 44% year-on-year
Our actions to enhance the proposition of our Platform continue to bear fruit.
01/24/2024
Abrdn confirms job losses amid £120mn of cuts to investment business
The division had total assets under administration of £66bn, and net inflows in the six month period to 31 December 2023 of £1.1bn.
01/24/2024
Pictet’s wealth management unit cuts back on clients' hedge fund holdings
On average, the top 20 managers were up 10.5% last year, while the industry overall returned 6.4%, the fund of funds investor LCH said in a report on Monday.
01/24/2024
Third ‘Most Influential’ listing for Saffery Trust Director
Lisa’s work in this area saw her working in partnership with specialist advisors to successfully attain a blessing from The Grand Court of the Cayman Islands
01/23/2024
Tradition and innovation create winning formula for Weatherbys, the Private Bank of the Year (UK)
Spear's Awards 2023 winner: Weatherbys Private Bank embraces innovation while staying true to the importance placed on human relationships
01/23/2024
Wealth.com Partners With Farther, Integrating Estate Planning Solutions for High-Net-Worth Clients
Wealth.com demystifies the estate planning process for Farther’s advisors, offering a technology-forward platform
01/23/2024
HNW Wealth Manager of the Year Ross Elder on being ‘the best, not the biggest’
Spear's Awards 2023 winner: Ross Elder won HNW Wealth Manager of the Year, in association with August
01/23/2024
Standard Chartered Presents 2024 Market Outlook to Hundreds of High-Net-Worth Clients
Over the next few weeks, the Bank will reach out to 5,000 clients with over 20 planned events in markets
01/23/2024
Patience in an uncertain environment
Markets & Investment Update