10/20/2023
How late is too late to start saving for retirement?
Having a range of assets to rely on as a pension will give you options.
Wealth and Asset Management
10/20/2023
JPMorgan Puts its Name in Lights Over Geneva
The neon advertisements on Geneva's lakeside and riverfront streets have a long tradition.
10/20/2023
Citizens evolves by establishing its own private bank
Citizens Financial Group revealed the national launch of Citizens Private Bank.
10/20/2023
Julius Baer Raises $167M for Debut India-Focused Equity Fund
The fund has attracted a global investor base, including non-resident Indian clients and North Asian and South Asian clients of Julius Baer.
10/20/2023
What’s an asset manager worth? It depends what they do
Quoted groups’ share prices are still in the doldrums – mostly.
10/19/2023
Private banking trends in South Africa – everything you need to know
As the clear leader in the private banking sector, Nedbank Private Wealth is constantly looking to the future to see which trends will have the biggest impact on the industry and the country.
10/19/2023
Why culture is key to wooing women in Canada's wealth space
Senior VP of advisory services unpacks 'flywheel' dynamic of organizational diversity, development, and client retention
10/19/2023
GAM Holding AG Announces First Steps in Turnaround
The sale of the third-party Fund Management Services activities to Carne Group is progressing well
10/19/2023
Growth slows at Hargreaves Lansdown as investor confidence falters
AUM up £800m in Q3 2023
10/19/2023
Neon launches free trading ETF duo with Invesco
The Invesco All-World Ucits ETF and Invesco MSCI World ESG Climate Paris Aligned Ucits ETF are now tradable for free on the Neon platform.
10/19/2023
Julius Baer International continues UK expansion, establishes Newcastle office
The office is located on Hood Street in the city centre.
10/19/2023
Tatton sees AUM grow by almost 8%
Tatton said the “strong organic net inflows” were supported by a positive market performance of £0.10bn.
10/19/2023
Private credit is asset managers’ favoured growth area
Many firms are setting up private credit funds in response to increased investor demand.
10/19/2023
The Crypto Winter May Be Over: Morgan Stanley Wealth Management
Most of bitcoin’s gains come directly after the halving, and the next such event is expected in April 2024, the firm said.
10/19/2023
Deglobalisation, decarbonisation and demographics: how they’re going to reshape the investment landscape
What global institutional investors are telling us about some of the major issues currently influencing markets
10/19/2023
Is a New Swiss-Linked Financial Scandal Looming in Asia?
It involved a group of native Chinese with foreign passports laundering criminal funds from illegal gambling and other criminal activities in and through Singapore.
10/19/2023
UK's Schroders posts lower quarterly assets under management
Major central banks around the world have hiked interest rates to contain runaway inflation.
10/19/2023
HL shares drop as new customers and trading dry up
The online brokerage’s shares were down 5% as it struggled to gain new clients, while existing clients moved cash out of dormant accounts.
10/18/2023
Ahead of sale to Creative Planning, Goldman reports wealth management dip
Helping to bolster those numbers were the bank's roughly $2.4 billion in management fees, a figure up 7% year over year.
10/18/2023
UBS GWM to Retain Australia and India Businesses, Shuts Thailand Wealth Management Onshore Unit
Although a final decision is pending, sources suggest that Credit Suisse's onshore wealth management units in India and Australia are relatively secure.