09/24/2024
August Benz: Swiss Financial Center Amid Geopolitical Risks
These attributes have enabled the Swiss banking sector to establish itself as a safe haven for investors and companies.
Wealth and Asset Management
09/24/2024
Schroders Solutions selected by Merseyside Pension Fund to manage £3.8 billion equity protection strategy
The strategy enables the scheme to maintain its equity exposures in order to meet its long-term performance objectives, while effectively managing downside risk.
09/24/2024
High-income segment of fixed income in favour
The outlook for the asset class is supported by the shifting bias of central banks as they start reducing the level of policy restrictiveness.
09/24/2024
Golden Visa Boom: Malta, Spain, Montenegro, Antigua & Barbuda, Grenada attract interest from HNIs for citizenship
The country's appeal is evident in its growing foreign resident population, which exceeded one million in 2023, representing over 10% of the total population.
09/24/2024
Revolut Chair, Others Eye Buying Monaco’s Banque Havilland
Murphy said the investors aim to “restore the trust” of the bank’s clients and staff after last month’s news of the license forfeiture.
09/23/2024
Hong Kong's DL Holdings looks to acquire $2.6bn Singaporean wealth firm
The unnamed target firm is founded in 2008 and has over 400 clients to date, with significant presence in Singapore and Dubai.
09/23/2024
Citi’s Global Head of Wealth Visits Hong Kong
Citi’s New York-based head of wealth, Andy Sieg, recently visited Hong Kong
09/23/2024
How should I position for lower interest rates?
With more rate cuts ahead, we think investors should consider assets that can offer more durable income than cash.
09/23/2024
LO Women Invest
This new publication offers a review and outlook of financial markets and will provide regular, practical information on various investment fields, including building knowledge in areas such as sustainability and private assets.
09/23/2024
BNP Paribas signs an agreement with HSBC for the acquisition of their Private Banking activities in Germany
The closing of this transaction is expected during the second semester of 2025, once regulatory approvals have been obtained.
09/23/2024
Stifel Mulls Buying B. Riley’s Wealth Unit for $100 Million–Report
The purchase could add around 400 independent and employee brokers to Stifel’s roughly 2,400 and would fit with Stifel CEO Ron Kruszewski’s pattern of opportunistic acquisitions.
09/23/2024
Fidelity and Abrdn among backers of new investment platform trade body
Although most UK investment platforms are already members of other associations, the new body aims to address issues specific to the £800bn industry.
09/23/2024
UBS renews its partnership with Mercedes-AMG PETRONAS Formula One Team
The bank has been part of the Team’s partner family since 2011, during which time the team has successfully clinched seven Drivers’ and eight Constructors’ World Championships.
09/23/2024
Private Banking Awards 2024: Recognizing Excellence in Wealth Management
This year, 21 providers participated, with peers evaluating each other’s performance, ensuring an independent and objective ranking.
09/23/2024
Santander Private Banking expands global presence with first regional headquarters in DIFC
It will provide services for high-net-worth and ultra-high-net-worth individuals in the Middle East
09/23/2024
Carmignac enters private markets with launch of Article 8 PE strategy
The Carmignac Private Evergreen fund will be run as part of a strategic partnership with secondaries firm Clipway
09/20/2024
Vontobel to acquire client book from IHAG Privatbank
The transaction is expected to have a positive impact on Vontobel’s group net profit from day one.
09/20/2024
Savant Wealth Management Ranks 17th on Barron’s 2024 Top 100 RIA Firms
Ranking Based on Assets, Growth, Technology, Succession Planning and More
09/20/2024
Asian Anchors: Leading the Way in Captive Innovation
Guiding risk management in a continually changing captive insurance environment
09/20/2024
Wealth Managers turn to technology to address challenges
The study found around three out of four (74%) questioned said they expect to increase investment in technology to help address regulatory demands with 35% expecting a dramatic increase over the next three years.