11/03/2023
A ‘global approach’ to wealth advice highlighted at Guernsey private wealth conference
To combat any issues stemming from this, he recommended wealth holders “surround themselves with advisers that are able to give them a global approach.
Wealth and Asset Management
11/03/2023
Morgan Stanley Wins Four 2023 Money Management Institute (MMI)/Barron’s Industry Awards
These awards reflect our ability to leverage technology to create innovative solutions in investment advisory for the benefit of our clients and Financial Advisors.
11/03/2023
UK wealth manager makes fifth acquisition with plans to make more
As it aims to reach £3bn in funds under management by April 2033
11/03/2023
Evelyn Partners expands into Tunbridge Wells with the acquisition of Creaseys Group Limited
The acquisition of Creaseys, is part of Evelyn Partners’ strategy of augmenting strong organic growth in its Professional Services business with selective acquisitions of high-quality firms with complimentary expertise to strengthen the group’
11/03/2023
Brookfield raises $6bn for infrastructure debt fund
Fund has already deployed over 50% of its commitments and attracted pension funds and family office investors.
11/03/2023
UBS is under pressure when it comes to costs
When it comes to the results for the third quarter of 2023, the waves are likely to be less high.
11/03/2023
Charles Stanley Direct launches new cash savings platform
Many large banks have typically been slow to pass on rate rises to savers and haven’t been doing so in full.
11/03/2023
Liontrust and Ashmore feel the squeeze as volatility rocks London’s asset managers
The bank has slashed its outlook for the amount of cash under management across the broad money management and retail investment sector by an average of 15 per cent from the full year figure last year.
11/02/2023
TriLake Partners Targets Expat Wealth in Thailand
Last month, TriLake Partners opened a new representative office in Bangkok after receiving approval from regulators.
11/02/2023
Rockefeller Asset Management Launches Fifth Equity UCITS Fund, Expands Small Cap Investment Solutions to Non-U.S. Investors
The Fund promotes environmental and social characteristics pursuant to Article 8 of the Sustainable Finance Disclosure Regulation.
11/02/2023
8th Annual Private Banking & Wealth Management Switzerland Awards Nominees announced
The awards are back in Switzerland but who will come away with the big prizes?
11/02/2023
Economic challenges make financial partners crucial to successful growth
The current economic climate presents challenges and opportunities for entrepreneurs, underlining the importance of a holistic and intelligent financial partnership, writes Franklin Asante, Head of Entrepreneurs at Coutts.
11/02/2023
Lombard Odier: HNWI Wants and Actions Don’t Match in Asia
On sustainability, nearly 61 percent of respondents think it is «essential or aspirational» to invest in the space.
11/02/2023
SIX and Swiss National Bank launch pilot project to issue wholesale CBDCs in Switzerland
Switzerland, the world's leading location for financial innovation, is taking a significant step forward with the collaboration of financial players to develop the digital financial markets of the future.
11/02/2023
Valiant reports very strong third quarter 2023
Operating result up 51.2% to CHF 169.3 million. Strategy implementation also on track.
11/02/2023
Fairstone expands operations into three areas with adviser deals
The deal boosts Fairstone’s existing presence in Wales to five offices and adds a fourth office to the firm’s growing footprint in the South West.
11/02/2023
Courtiers buys Norwich investment manager and eyes further deals
Wealth firm acquires Brunswick Investment Management, bringing its total funds under management to £1.1bn.
11/02/2023
Rockefeller Asset Management launches ESG equity Ucits Fund for European investors
Rockefeller Asset ManageThe asset management arm of Rockefeller Capital Management offers ESG-focused investment solutions, including US and global large-cap ESG equity strategies, as well as a climate solutions strategy, all available in the European mar
11/02/2023
Schroders launches two sustainability-focused equity funds
One of the funds - Schroder ISF Circular Economy- will focus on global investments in companies contributing to the transition to a circular economy.
11/02/2023
Barclays doubles African private banking business via Credit Suisse referral agreement
The bank is now serving billionaires and affluent families across South Africa, Nigeria, Ghana, and Kenya, with a particular focus on the agritech and fintech sectors.