09/25/2023
Most Trusted In Investing: Fidelity Scores A Hat Trick
One that guards other people's money as if it were their own.
Wealth and Asset Management
09/25/2023
Industry duo launch Strategic Wealth Partners to target high-net-worth clients
The firm, which is based in the centre of Kingston upon Thames, Surrey, said it is set apart from other firms due to its “suite of proprietary solutions, deeply integrated into the Strategic Wealth Portal”.
09/22/2023
Wealth managers urged to meet women clients priorities in MENA region
With women increasingly influencing family office in the region
09/22/2023
J.P. Morgan Private Bank Welcomes $2BN Advisor Team to its Seattle Business
The addition of Goh, Harding and Valcarcel to the Private Bank's Seattle market underscores the extensive growth the business has achieved over the past five years, having doubled its business in terms of assets managed.
09/22/2023
Annual Broadridge Distribution Achievement Awards Honour the Global Giants and Rising Stars Leading the Asset Management Industry
This year’s winners reflect the diverse range of talent and enterprise displayed by the leading asset management teams working across the industry.
09/22/2023
JTC Shortlisted in Client Service, Real Asset and Venture categories at Private Equity Wire Awards
The Private Equity Wire European Emerging Manager Awards reward excellence among private equity emerging fund managers and service providers
09/22/2023
Singaporean wealth manager mandates Aussie boutique
AWF chief investment officer Jesse Aarnio said SSCF provides an attractive return profile for the sovereign wealth fund's Australian equities basket and client base.
09/22/2023
PSG Wealth crowned top wealth manager for 5th year
Intellidex’s rigorous analysis and 11,778 client reviews solidify PSG’s dominant presence in SA’s wealth management sector
09/22/2023
Wealth managers spend little time on client ESG preferences
Oxford Risk finds assessments also not providing detailed enough information to act on
09/22/2023
Lombard Odier Pushes Boundaries from Zurich
It's impressive to see the appeal that the Zurich branch of a mid-sized private bank from Geneva is developing in Zurich’s banking scene.
09/22/2023
UBS Axes Most Credit Suisse Researchers in Hong Kong
As a result, Credit Suisse has scrapped Asia Pacific equity strategy coverage
09/22/2023
Pictet Lays First Brick for New Geneva Campus
Campus Pictet de Rochemont is estimated to take around two years to build after which 2,500 employees will move into the building
09/22/2023
DZ Privatbank Schweiz is moving to the posh Seefeld
The private bank was able to increase its operating profit (Ebitda) by more than three quarters compared to the previous year to a good 7 million francs.
09/21/2023
Helping private clients navigate market volatility and the road to net zero - an interview with Frédéric Rochat, our Managing Partner
These factors have combined to drive down inflation, which in turn has led to greater economic growth and big gains in value for many financial investments.
09/21/2023
UBS advisor managing $435M moves to RBC Wealth Management
Marin County, California-based Brian Wells has 25 years of experience.
09/21/2023
Investec W&I suffers two more exits to Close’s London office
Mark Henley and Simon Tabb join Close Brothers Asset Management’s London City office as senior investment directors.
09/21/2023
Who Cuts a Good Figure in Asset Manager Ratings
Scores range from insufficient to very good.
09/21/2023
Rathbones and Investec W&I complete merger to create £100bn wealth manager
‘Enlarged Rathbones group’
09/20/2023
Santander aligns retail & commercial and consumer operating model to its strategy
This will allow the bank to improve its customer service and simplify its business further, while helping achieve the strategic goals outlined at its Investor Day in February, which remain unchanged.
09/20/2023
Ludlow acquires Blackpool wealth management firm
Opus provides financial planning and wealth management services to more than 100 private client families with around £53m of assets under advice.