09/12/2023
David Guin featured in ALM | ThinkAdvisor's "The 3 Types of UHNW Clients and How to Serve Them"
These trends - and challenges - are unique to different types of clients and the individuals that fall within these types.
Wealth and Asset Management
09/12/2023
JTC Named As Finalist In The 2023/24 STEP Private Client Awards
The winners will be announced on 21 September 2023 at a ceremony in London.
09/12/2023
Objectway is the category winner for “Wealth/Asset Management Platform” in the Chartis BuySide50 Rankings 2023
According to the research and advisory firm, Objectway’s Platform merges wealth management tools
09/12/2023
Equitis rebrands, uniting IQ-EQ France
This rebrand marks a major milestone in the Group’s growth journey in France, uniting and streamlining its French operations under a single global identity.
09/12/2023
Swiss Life seeks co-manager for CHF 60bn bond portfolio
They will cover Swiss franc bond and money market funds, institutional mandates and bond investments of the Swiss Life balance sheet.
09/12/2023
Indosuez Wealth Management reinforces its Middle East activities
Emile Salawi has been named head of the Middle East by Indosuez Wealth Management, Crédit Agricole Group's global wealth management division.
09/12/2023
Channel Islands feature strongly in Citywealth IFC 24 Awards
Jersey and Guernsey figure prominently again in this year’s shortlist, both nominated for the IFC of the Year Award.
09/12/2023
Wealth management firm confident after strong year
Total client assets of the group and its associate rose by 2.7 per cent to £15.3bn, up from £14.9bn.
09/12/2023
Julius Baer CEO - bank can grow to $1 trln wealth manager
Rickenbacher said that while a shift in external conditions could improve client confidence, so far some uncertainties remained.
09/12/2023
Ex-Credit Suisse banker’s wealth firm shuts down after bad bets
A holding company for the onetime banker’s investments — including London-based JAR — owed about £8.8 million (RM51.45 million) to unsecured creditors through late April, the filings show.
09/12/2023
Mattioli Woods says "complex" situation drives demand for money advice
Revenue rose by 2.7% to GBP111.2 million from GBP108.2 million, benefiting from both organic growth and acquisitions.
09/11/2023
WealthManagement.com Announces 2023 Industry Awards Winners
Judges recognize 80 companies for their outstanding support of financial advisor success from among 253 finalists
09/11/2023
Swisspartners between departure and upheaval
There have already been various staff departures.
09/11/2023
Raiffeisen: The Swiss number two does not want to be a big bank
The Raiffeisen Group will not realign itself in order to take over CS functions that are no longer available, for example in the corporate customer business
09/11/2023
New SJP CEO must be ‘brave’ and overhaul fee model
They accused the company of not “evolving quickly enough” and said any new leader needs to be very “pro change”.
09/11/2023
First Trust Capital Management L.P. Acquires Position in Focus Financial Partners Inc.
This acquisition represented 0.36% ownership of Focus Financial Partners as of their most recent SEC filing.
09/11/2023
A balanced asset allocation is still the best way investors can prepare themselves for any uncertainty – Exclusive Interview with Marc Van de Walle
To enable end-to-end digitization, we are investing in a single wealth platform to drive technology convergence across segments and markets, harness scale and cost efficiency, automate operations, and increase the speed of deployment.
09/11/2023
The mystery of Goldman Sachs AM’s ETF push into Europe
However, there is no doubt with a proper ETF strategy, GSAM’s distribution power could enable them to have an impact on the market and gather significant assets.
09/11/2023
Swisspartners at a Turning Point
According to some, proposals have been circulating among potential interested parties and a few of them have even signalled interest.
09/11/2023
EFG Private Bank ramps up its UK team
The UK private banking division of EFG International, EFG Private Bank announced the hiring of Francesca Speroni as team leader and deputy head of private banking, effective 4 September 2023.