03/14/2024
Titan Wealth completes acquisition of North East IFA
It is the latest in a series of acquisitions for Titan which has said it has a target of £50bn under administration within the next five years.
Wealth and Asset Management
03/14/2024
Partners Group launches semi-liquid funds for Europe’s and Asia’s wealthy
The new strategies focus on infrastructure and investments contributing to the UN’s Sustainable Development Goals.
03/13/2024
$4.1bn Avior Wealth Management pursuing capital raise
The Omaha, Neb.-based RIA is looking to take on a minority non-voting investor, chief executive Britt Campbell told Citywire.
03/13/2024
HNW investors demand better digital services from IFAs
Results showed that higher net worth investors are not averse to switching generally, as more than half had already switched providers in the past five years.
03/13/2024
Liontrust Asset Management says it is not in talks to buy smaller rival Artemis
Liontrust recently held early-stage discussions with Artemis about a potential tie-up
03/13/2024
The winner takes it all: Client experience in wealth management
Clients want frictionless digital experiences
03/13/2024
PKB launches crypto offering via Sygnum partnership
The bank’s customers can now trade bitcoin and ethereum.
03/13/2024
GBST upgrades its Salesforce based WealthConnect practice management system to enhance adviser efficiencies and client outcomes
The cloud-based solution now also boasts enhanced modelling
03/13/2024
IFG Expands Partnership with Envestnet to Offer its Advisors Full Access to Industry's Most Connected and Scaled Wealth Management Platform
Partnership to Leverage the Entirety of the Envestnet Ecosystem, Including Wealth Analytics Capabilities and the Envestnet Credit Exchange to Help Advisors Grow
03/13/2024
Royal London Asset Management launches US Equity fund
It has returned 99.7% over the past five years in comparison to a sector average of 85.41%, according to data from FE Fundinfo.
03/12/2024
Data & Insights: Swiss WealthTech Landscape Report 2024
A collection of relevant data points to tell the story of what is happening in the wealth management community in Switzerland
03/12/2024
Latitude Wealth Advisors Selects Osaic for Growth Platform and Client Services
Former Ameriprise Firm with $210 million in Client Assets Joins Affiliated Advisors, One of Osaic's Largest Enterprise OSJs
03/12/2024
EAMs face challenges bringing private markets to the wealthy
From differentiating their product offerings to catering to their clients' profile, external asset managers face their fair share of hurdles.
03/12/2024
VP Bank achieved 10 percent more profit than in the previous year and is on track with strategy implementation
It increased business income by 8.3 percent to CHF 364.4 million and achieved an annual profit of CHF 44.2 million, which corresponds to an increase of 10.1 percent.
03/12/2024
Philippines’ Metrobank selects Temenos to advance its wealth management business
Metrobank is implementing Temenos Wealth to improve operational efficiency, elevate the customer experience and support business growth from digital channels
03/12/2024
Schaffhauser Kantonalbank with pleasing annual results
The profit generated of 58.3 million francs is supported by positive developments in the interest business.
03/12/2024
Goldman Sachs seeks to expand private credit portfolio to $300 billion in five years
Of the $40 billion to $50 billion Goldman plans to raise for alternative investments this year, at least a third will be dedicated to financing private credit strategies, he said.
03/12/2024
Tidjane Thiam wants to become president with “God’s will”.
Thiam was elected leader of the Democratic Party of Ivory Coast (PDCI) last December.
03/12/2024
Columbia Threadneedle shuts two funds after multi-asset review
Two former BMO funds will be shut due to low assets as funds are consolidated following Rob Burdett’s departure.
03/12/2024
Evelyn Partners delivers record new business in resilient 2023 performance
Evelyn Partners employs 291 financial planners and 331 investment managers and has a market-leading position in offering such a ‘dual expert’ approach.