12/03/2024
Quilter Cheviot launches investment proposal tool to streamline advisers’ processes
The investment proposal tool aims to lessen the amount of time it takes to create reports for clients reflecting their recommendations.
Wealth and Asset Management
12/02/2024
Standard Chartered exploring potential sale of wealth and retail banking units in Botswana, Uganda and Zambia
Standard Chartered states that the move aligns with the “refreshed strategic priorities” outlined in its third quarter 2024 results.
12/02/2024
Navigating the Future of Private Wealth Management: Insights from Harn Tan of RBC Wealth Management
His insights covered emerging investment themes, the role of fixed income, and the increasing demand for customised portfolio strategies in a high-rate environment.
12/02/2024
Singapore banks expect wealth management, loans to drive earnings momentum
The biggest lender by assets in Southeast Asia notched quarterly earnings above S$3 billion for the first time.
12/02/2024
J. Safra Sarasin Group Completes the Acquisition of MIV Asset Management AG
MIV will maintain its existing investment strategy and organisational structure to ensure solid performance and uninterrupted service for clients.
12/02/2024
Another cantonal bank joins AMAS
This means that nine cantonal banks are now members of the association.
12/02/2024
Brooks Macdonald completes acquisition of Lucas Fettes Financial Planning
The acquisition will enhance the Group’s financial planning capability and enhance its presence in East Anglia.
12/02/2024
Citigroup Exits Asian Retail Banking Market In Shift To Wealth Management
The move has reshaped markets and sparked conversations about its impact.
12/02/2024
BNP Paribas Wealth Management presents its five most relevant investment themes for 2025
Finally, the AI investment wave and the will for energy transition will create new opportunities in the Healthcare, Energy and non-tech sectors that can put AI models to profitable use.
12/02/2024
The Greening Jersey Trust
The Trust is working alongside expert charities to ensure that the sites and projects selected are those that will benefit most from the scheme.
12/02/2024
Rothschild & Co wins in three categories at this year's Mergermarket European M&A Awards
These awards reflect Global Advisory’s unrivalled levels of M&A activity in these markets over the last 12 months.
12/02/2024
Söderberg & Partners takes stake in three more UK advice businesses
With over £3bn in assets, Hoyl is renowned for building long-lasting client relationships and consistently delivering high-quality financial advice to the highest professional standards.
11/29/2024
LGT Bank receives top marks in this year’s quality tests
At the Handelsblatt Elite Report awards ceremony yesterday in Salzburg, LGT once again secured a spot among the top ten elite wealth managers in German-speaking countries.
11/29/2024
Commerzbank Asset Manager Yellowfin launches mixed fund
It is the first mixed fund that Yellowfin manages for Commerzbank's wealth management.
11/29/2024
‘Our wealth management services are strengthened by the backing of the Mauritius IFC’ – Carrick Wealth
The Mauritius VCC ringfences each sub-fund or SPV assets and so prevents cross-contamination of risk.
11/29/2024
Endowus Launches First Brand Campaign to Transform Wealth Management Landscape in Hong Kong
The large-scale campaign was created with VML Hong Kong
11/29/2024
DBS India rolls out enhanced wealth management offering
The latest initiative targets high-net-worth individuals as well as non-resident Indians.
11/29/2024
DFMs’ trapped clients set for crunch meeting after custodian collapse
IBP Markets held £653m in its custody services business when fell into special administration last year, following FCA restrictions over financial crime risks.
11/29/2024
Strive Asset Management expands into anti-ESG direct indexing
The company, co-founded by Vivek Ramaswamy, has agreements to offer the service via Charles Schwab and Fidelity
11/29/2024
Preparing The Next Generation For The Great Wealth Transfer.
As younger generations prepare to inherit potentially life-changing sums, the need for education, meticulous planning and responsible stewardship is growing ever more acute.