06/13/2023
Northern Trust Named Best Digital Innovator, Best Private Bank for Digital Wealth Planning in North America from PWM
Financial Times Group Publication PWM Announces Wealth Tech Awards
Wealth and Asset Management
06/13/2023
ONE swiss bank: H1 2023 Financial Results – Profit Hike
Profit Hike: significant increase in profit expected for the first half of 2023
06/13/2023
Highvern Recognised in Drawdown Awards for 4th Consecutive Year
HIGHVERN has previously collected awards for ‘Fund Administration’ as well as ‘Technology & Innovation’
06/13/2023
Schroders plc hosts Wealth Management Capital Markets Day
During today’s event, Schroders plc will share the growth prospects for each of its three Wealth Management businesses:
06/13/2023
Acquisitive firm to relocate from Newcastle after 15 years
The move will reflect the rapid growth of the firm, which currently has more than £130m in gross revenues with 1,200 colleagues across 56 locations.
06/13/2023
Schroders exits Odey investments but others hold
Companies such as Goldman Sachs and Morgan Stanley cut ties with the firm in the wake of the allegations, and the Financial Conduct Authority is widening an existing investigation into the firm.
06/13/2023
Liontrust publishes prospectus for offer for GAM shares
The GAM Board continues to strongly recommend that shareholders accept the Liontrust offer.
06/13/2023
Private assets return to fundamentals
For investors, economic crises and dislocated markets historically deliver outperformance, on condition that they can access a broad range of top managers and maintain a consistent, long-term horizon.
06/13/2023
Tatton Asset Management excels, and vows to increase market share further
Organic net inflows were £1.794bn (2022: £1.277bn), an increase of 15.8% of opening AUM with an average run rate of £150m per month.
06/13/2023
Jobs on the line as Abrdn shuts Reading and Sheffield planning arms
The group will divide the business into a financial consultant model and regional advice model in a restructure of its financial planning arm.
06/13/2023
HSBC to Shut Down New Zealand Wealth Unit
The bank has stopped accepting new retail customers in New Zealand and the wind-down is expected to occur over several years in phases.
06/13/2023
Estate planning & wealth structuring for modern families
What generally motivates a family to do an estate plan for the first time or to update an existing plan is a desire to combine peace of mind with a thoughtful and durable plan for the future.
06/12/2023
Citi Named Digital Bank of the Year in Asia Pacific
The Asset also named Citi Digital Bank of the Year in Hong Kong, India, Indonesia, Thailand, and Sri Lanka.
06/12/2023
Schroders, BNP Paribas among foreign firms rushing to tap China’s US$18 trillion wealth-management opportunity
BNP Paribas and Agriculture Bank of China launch wealth-management joint-venture as regulator vows consistent and continued financial opening
06/12/2023
Evelyn Partners to acquire boutique wealth manager Dart Capital
The transaction, which is subject to regulatory approval, is expected to complete later this year.
06/12/2023
UBS completes Credit Suisse acquisition
Credit Suisse Group AG has been merged into UBS Group AG and the combined entity will operate as a consolidated banking group.
06/12/2023
Goldman Lampe Private Bank Named Best Global Wealth Management Solutions Provider 2023 by MEA Markets UAE Business Awards
This prestigious accolade recognises Goldman Lampe's exceptional commitment to offering comprehensive and innovative wealth management solutions to its ultra-high-net-worth clientele.
06/12/2023
ZKB’s Frankly expands into vested benefit assets
The Frankly digital pension solution has around CHF 1.9bn in pillar 3a customer assets.
06/12/2023
Odey Asset Management LLP: Executive Committee Statement
This means that the Partnership is now entirely unconnected to the Odey Group, which continues to be majority owned by Mr Odey.
06/12/2023
Oberon takes majority stake in fintech platform
The boutique wealth manager’s 63% stake in Logic Investments has been approved by the FCA.