08/13/2021
Meet the emerging affluent – Your Gen Y, largely wealthy digital native client
Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Andrew Braun, General Manager, Marketing at Netwealth
Wealth and Asset Management
08/13/2021
Pictet merges away mixed assets fund
The fund was co-managed by its head of Swiss multi-asset.
08/13/2021
How Brexit will affect cross-border wealth management advice
Taking advantage of technological innovation will be key for the facilitation of cross-border wealth management advice."
08/12/2021
AMP announces 1H 21 results
Australian wealth management increased its assets under management (AUM) in 1H 21, though earnings were impacted by pricing and legislative changes.
08/12/2021
Morgan Stanley Wealth Management to Buy Consultant Hyas Group
Hyas Group provide services to 80 California plans with nearly US$ 15 billion of the firm’s US$ 28 billion in total client assets under advisement that was calculated in 2018.
08/12/2021
Swisscanto launches corporate hybrid bond fund
The strategy aims to invest in borrowers with high credit quality and a good ESG profile and to select the most attractive maturities, segments and currencies.
08/12/2021
BEKB results show solid half-year with AUM growth of 3.1%
BEKB posts a successful half-year and remains on the path of strategic realignment. It expects Swiss economy to continue its recovery.
08/12/2021
Seba Bank enters decentralised finance
The expanded array of tokens will now be available across SEBA Bank’s investment solutions, including tailor-made and actively managed client portfolios in the framework of individualized discretionary mandates.
08/12/2021
Jupiter outsources £80m Chinese equity contract
Jupiter has appointed Ping An of China Asset Management to run its Jupiter China Fund.
08/12/2021
AllianceBernstein and LSV Advisors Announce Strategic Partnership
As a part of the broader strategic partnership, AB will become the exclusive private wealth partner for LSV.
08/12/2021
HSBC launches wealth portfolio plus service to High Net Worth clients
The new service reflects HSBC’s strategic focus on the high net worth segment as part of its commitment to the Asian wealth business
08/11/2021
Quilter - Interim results
UK Platform delivers significantly higher flows, supporting the outlook for faster growth and operational efficiency
08/11/2021
ABN Amro's 2Q net profit beats as economy recovers
We are making progress in executing our strategy to be a personal bank in the digital age serving clients where we have scale in the Netherlands and Northwest Europe.
08/11/2021
Connected- the writing’s on the wall for wealth managers unable to adapt and move to an agile ecosystem approach
Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Olivier Crespin, Chief Executive Officer at Zand
08/11/2021
VZ Group's Growth Boosted by Markets
Operating income was around 18 percent higher year on year at 187.8 million francs.
08/11/2021
CI Financial Acquires leading RIA
Transaction will grow CI’s U.S. platform to US$74 billion
08/11/2021
New Lloyds CEO Has Wealth at Top of a Packed To-Do List
Then there’s a joint venture with investment manager Schroders Plc, which has funds of about 14.2 billion pounds ($19.8 billion) and ambitions for more “mass affluent” clients.
08/11/2021
Once mighty bank-licensed cohort shrinks to 500-odd advisers
After profit margins slimmed and a raft of advice scandals came to light in the early 2010
08/11/2021
The best alternative asset advisers for ultra-high-net-worth individuals
Welcome to the Spear’s ranking of the best alternative asset advisers for ultra-high-net-worth-individuals in the UK. The list features our Top Recommended advisers
08/10/2021
UBS Launches Wealth Management JV in Japan
Soon thereafter, the two groups established a consultation and event organizing company to identify prospective new clients and began cross-selling each other’s products into their respective client bases.