12/19/2023
Atomos sweeps up two more advice firms to close out 2023
Firms in Devon and Surrey to be integrated by the end of March
Wealth and Asset Management
12/19/2023
Hipgnosis Songs pulls half-year results due to valuation concerns
Royalties fund delays its interims after ‘heavily caveated’ response from manager Merck Mercuriadis to questions over the valuation of assets following two heavily discounted sales.
12/19/2023
Geneva private bank on track for record profits
Banque Cramer’s assets under management reached CHF 3.4bn in November.
12/19/2023
How 2023 became the year of the axe for asset management chiefs
From Matthews Asia’s aggressive reworking to Jupiter’s strategic charm offensive, the past 12 months have been a period of downsizing and redirection.
12/19/2023
ASIC issues infringement notice to Northern Trust Asset Management for greenwashing
ASIC was concerned the information in the PDSs was misleading because the Carbon Emissions Exclusion Screen was not properly applied.
12/19/2023
Schroders joins GREEN to drive sustainability in real estate
Joining GREEN will allow Schroders’ Global Cities team to work alongside its peers to engage with listed real estate companies and implement meaningful change.
12/19/2023
Rathbones Investment Management International wins at WealthBriefing awards
Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges.
12/18/2023
St James’s Place: wealth manager pays price for fee structure change
Higher borrowing costs make it more expensive for any new buyers of partner franchises
12/18/2023
Lombard companies in Bermuda are no longer under review
The outlooks assigned to all these credit ratings is stable.
12/18/2023
Linda Mack of Mack International shortlisted in 2023 Private Asset Management Awards: Best Consulting Firm for Family Offices and Women in Wealth Advocate of the Year
Firmly established in a crucial niche of the executive search market, Linda Mack is a highly sought-after speaker at Family Office and Family Investment conferences on a global basis
12/18/2023
Asset managers on course to manage EUR 29 trillion in 2023
New report shows benefits of asset managers to investors and the European economy
12/18/2023
Sohar International awarded ‘Best in Class Wealth Management and Advisory Services'
At the renowned Signature Luxury 100 Awards
12/18/2023
Hywin’s debacle underscores close links between China’s property and wealth management sectors
The Shanghai-based wealth manager says it has set up a special committee to look into the matter
12/18/2023
Allfunds launches analysis tool with wealth platform Ardan
190,000 funds
12/18/2023
Raiffeisen Switzerland joins SIX Digital Exchange and expands the financial landscape for digital assets in Switzerland
These memberships position Raiffeisen Switzerland at the forefront of the digital asset revolution.
12/18/2023
SGKB feels the CS effect less strongly than before
In the first half of the year, the bank achieved a 20 percent increase in profits.
12/18/2023
Tikehau Capital and Nikko Asset Management Enter Into Advanced Discussion to Form a Strategic Partnership in Asia
Within this partnership, Nikko Asset Management would also acquire an equity stake in Tikehau Capital through acquisitions that could increase over time, but which will remain below the first applicable statutory disclosure threshold1.
12/18/2023
Farro Ventures to set up wealth management, international mobility offices in Dubai
The Farro Capital and Farro & Co offices will be under the DIFC and IFZA jurisdictions
12/18/2023
Swiss wealth managers ‘should have 80% US equities’: Geneva adviser
Gömöri has a huge overweight to technology stocks and is bullish on equities for the next two years.
12/18/2023
Private banks adopt new models to advance digital and AI strategies
As a result, outsourcing strategies gained traction, aiming to introduce flexibility into operational bases and address persisting challenges in cost reduction and efficiency.