07/13/2022
Eton Solutions Raises US$ 38 Million Series C Funding
Series C Funding Round Anchored by Navis Capital Partners to Support Eton Solutions Product Development, its Rapid Growth Trajectory, and International Expansion.
Wealth and Asset Management
07/13/2022
RBC Wealth Management - U.S. survey reveals wealthy Millennials think regularly about their financial futures
The survey of 1,000 high-net-worth (HNW) Millennials found that 84% think frequently about their financial security, but many are unsure of what they need to do to attain it.
07/12/2022
Wealth management booms as the rich get richer but markets get choppy
Industry aims to attract rising tide of younger DIY customers coming into inheritances but who need assistance
07/12/2022
‘Buy Brewin Dolphin!’: Nine wealth managers’ top H1 calls
Asset allocators had to make some tough decisions in the first half as inflation, exacerbated by the Ukraine war, turned the market on its head.
07/12/2022
Liechtenstein-based VP Bank Offers First-to-market Solutions For Clients Across Asia
As such, choosing the right partner to help investors manage their assets and wealth has become increasingly important.
07/12/2022
VP Bank takes a bleak view of market prospects
The bank’s chief investment officer warns that the global economic outlook could deteriorate further before it improves.
07/12/2022
AFH-owned insurance broker enters liquidation
The insurance broker remains authorised and regulated by the FCA.
07/12/2022
Necessity is the mother of invention – how wealth managers need RegTech to navigate marketing and sales compliance
In addition, operating in multiple jurisdictions means there are decisions to be made over whether to take a broad-brush approach and apply the strictest regulatory regime to all products
07/11/2022
Swiss Investment Banks Make Strong Showing in APAC League Tables
In the same category, Credit Suisse ranked nine, up from fourteenth a year earlier.
07/11/2022
UBS Considering Single Wealth Management Head
It additionally indicated that the step would also potentially set him up to succeed current UBS chief executive Ralph Hamers, although no final decision has been made yet.
07/11/2022
The UK’s new wealth management landscape
The deal is the largest in a wave of consolidation that has swept through the UK’s wealth management industry.
07/11/2022
Financial services group buys Hong Kong wealth manager
Acquirer’s goal ‘is to make a positive impact on society’
07/11/2022
UBS Weighs Elevating Iqbal Khan to Sole Wealth Management Head
After surpassing the $3 trillion mark in assets under management, the Swiss lender under Hamers is counting on greater use of digital technology to boost cost savings and increase business with the world’s wealthy.
07/11/2022
Wealth and asset management transformation: a technology balancing act
Multi-service firms looking to consolidate their operations and technology usage need to solve for the unique needs of both businesses and strike the right balance
07/11/2022
Zuger Kantonalbank achieves a strong half-year result
Despite geopolitical tensions, inflationary pressure and volatile financial markets, Zuger Kantonalbank can look back on a successful first half of 2022.
07/08/2022
Raimondi's Dakota Wealth Management makes Montana RIA buy
The transaction marks the first expansion for Dakota, which is based in Palm Beach Gardens, Fla., out of the eastern time zone.
07/08/2022
Evelyn Partners adds to Cambridge financial planning team
Catherine Glennon will join Evelyn Partner’s Cambridge office from Tees Financial, the Independent Financial Adviser arm of regional law firm Tees.
07/08/2022
Quant AM launches UCITS fund
Alquant said the fund has the potential to generate ‘crisis alpha’ during periods of decline and to minimise hedging costs during bull markets.
07/08/2022
Kingswood Acquisition Corp. and Wentworth Management Services LLC Announce Definitive Merger Agreement
The combined company will have a pro forma enterprise value of $208 million.
07/08/2022
One Swiss Bank expects improved results in H1
The institution is likely to report positive earnings before interest, taxes, depreciation and amortisation (EBITDA).