10/17/2023
Raymond James Selects J.P. Morgan Asset Management's 55ip
55ip delivers custom, tax-smart investing at scale.
Wealth and Asset Management
10/17/2023
RMB Private Bank wins for best customer experience
Emotional connection drives the experience in private banking, reveals the Ask Afrika Orange Index
10/17/2023
Jupiter records £1bn outflow and announces new charging structure
Shares in the fund firm were down 10% this morning as its institutional push failed to stem £1bn of Q3 outflows.
10/17/2023
SJP scraps exit fees in charges overhaul
UK’s largest advice company will no longer charge an exit fee on new investment bonds and pensions and has slashed its initial advice charge.
10/17/2023
Wealth manager Aktia choose Temenos to boost modernisation
Finland-based wealth manager Aktia has picked Temenos to help modernise its payments capabilities.
10/17/2023
Beyond FS grows its wealth and asset management unit
Beyond FS, a growing transformation expert for banks, wealth, and asset managers, and fintech’s, has recruited another ex-Capco consultant, Ilai Schechter.
10/17/2023
Blockchain in wealth management: what are we waiting for?
Blockchain has been heavily touted as the solution to all of finance's problems, but how will it affect wealth management?
10/17/2023
Wealth flight: should we care when the rich threaten to go into tax exile?
High earners often warn they will up and move when taxes are raised, but in the long term they are better off staying put
10/16/2023
How Wealth Managers Should Weigh Up the Value Proposition of the Investment Platform and Wealth Service Providers
The degree of importance of each component may differ for each client, so finding the right provider that matches the client’s expectations will ultimately result in trust gained.
10/16/2023
Financial center defies crises – Geneva banks get away with a black eye despite the banking earthquake – News
As an umbrella organization, the foundation represents banks, asset managers and other financial institutions in Geneva.
10/16/2023
Barclays' Ambitious Expansion Strategy under CEO Rahim Daya
Daya's vision for Barclays Switzerland involves bold expansion plans, a departure from the bank's traditionally conservative and low-risk approach.
10/16/2023
Charles Russell Speechlys formally launches its Private Office
This new pioneering initiative will cater for the changing demands of global private capital clients, entrepreneurs, families, and their businesses.
10/16/2023
MKC Wealth buys Wimbledon firm from South African wealth manager
Holborn will rebrand as MKC Wealth and its managing director Emyr Blease will join the company as director
10/16/2023
DFM with £400m falls into administration
Liverpool wealth manager and stockbroker Blankstone Sington previously agreed with the FCA to stop taking new clients in 2021.
10/16/2023
abrdn to sell European private equity business for £60m
Follows sale of US private equity arm
10/16/2023
Robin Powell: Why SJP might just pleasantly surprise us
Do two of the FTSE 100 behemoth’s big appointments mean it’s serious about moving in the right direction?
10/16/2023
Evelyn Partners increases allocation to government bonds
In addition, it has also made a small adjustment to the balance within the equity element of the portfolios.
10/16/2023
Top asset managers’ private markets AUM flat in tough fundraising season
The largest 25 asset managers run about $3.1tn in private markets and alternatives, up just 7% from $2.9tn in 2022
10/13/2023
Wealth management sector has ‘enormous potential’ to enter crypto space
Presently, 77% of crypto investors buy and sell crypto through an exchange, and only 38% invest via their wealth manager.
10/13/2023
Panellists Announced for Guernsey’s Private Wealth Forum
The panel is highly experienced in working with family offices, multi-jurisdiction families, complex holding structures and complicated trust and estate disputes.