09/17/2024
UBP expands its asset management business with new staff
His appointment aims to implement a consistent strategy across all markets
Wealth and Asset Management
09/17/2024
Brooks Macdonald to acquire Lucas Fettes Financial Planning
Long-standing relationship culminating in acquisition
09/17/2024
Supporting clients across the wealth continuum: Annabel Spring
In an increasingly globalized world, individuals face immense challenges in not only protecting and growing their wealth, but also finding the right banking partners to support them internationally.
09/17/2024
Wealth Management Institute: Boosting Capabilities for Strategic Investing for Family Offices
At this year's GFO Summit, WMI announced that it has exceeded its target of 5,000 enrolments in family office education programmes, achieving this milestone ahead of the 2025 schedule.
09/17/2024
Wealth management sector on the rise, but challenges are piling on
One of the most pressing challenges that the wealth management sector is facing is the shortage of skilled talent.
09/17/2024
DBS posts 300% growth in semi-liquid fund sales in Greater China
It allows DBS to sell professional investors products that were previously exclusive to institutional investors.
09/17/2024
Corum acquires Aargau asset manager
Independent asset manager Corum has acquired Menziken-based Sensusplus.
09/17/2024
Succession planning delays leading to transition hiccups
Even among those who do, a notable 24 per cent acknowledge difficulties in integrating the next generation into business life.
09/17/2024
Farrer & Co advises Canaccord Genuity Wealth Management on the acquisition of Brooks Macdonald Asset Management (International) Limited
Farrer & Co acted as legal advisor to CGWM UK in connection with the transaction, which represents a significant addition to CGWM UK’s international operations.
09/17/2024
Will the Fed cut interest rates by 0.5% right away? More from our Global CIO Private Bank, Michael Strobaek
Many experts were sure at the time that this massive increase in the cost of credit would completely stifle economic growth in the USA – and this fear still exists.
09/17/2024
Broadridge Recognized as a Leader in Financial Services for Communications Experience Platforms and Communications Outsourcing
Aspire Leaderboard placements highlight Broadridge’s strength in driving strategic communications experience and direction for customers globally
09/16/2024
SGD 15 Million Investment to Strengthen Philanthropic Capabilities through the Asia Centre for Changemakers
Consequently, strategic philanthropy is expected to grow, underscoring the need for new skills and capabilities for the sector.
09/16/2024
EFG private banker relocates from Switzerland to Dubai
A private banker that has had stints in Hong Kong and Zurich, has relocated to Dubai.
09/16/2024
Broadridge’s Securities-based Lending Capabilities and Wealth Lending Network Now Integrated with Morningstar Advisor Workstation
The collaboration enables independent advisors to deliver holistic advice across the full balance sheet with fully integrated SBL capabilities to see the borrowing power for portfolios
09/16/2024
High-net-worth investor landscape evolves with rising numbers, growing wealth, and expanding needs for expert advice
Praemium in conjunction with Investment Trends has released the 2024 HNW Investor Report, which outlines that despite cost-of-living pressures, Australia’s wealthiest are getting wealthier.
09/16/2024
Citigroup to Hire Talent in Hong Kong in Wealth Push
The talent will be based in Hong Kong and serving the region more broadly, Sieg said, declining to provide numbers.
09/16/2024
UBS shifts focus away from corporate bonds as yields drop, risks increase
Yields move inversely to prices.
09/16/2024
Building a Stronger Tomorrow: Family Offices in our Flourishing Wealth Management Landscape" - Speech by Mr Chee Hong Tat
Wealth owners choose Singapore for many reasons
09/16/2024
Italian private bank Banca Generali bids for broker Intermonte
Wealth managers such as Banca Generali are increasingly focused on the succession issues faced by the myriad Italian businesses that sprang up during the post-war boom.
09/16/2024
JTC To Acquire Citi Trust
The acquisition brings with it an experienced senior management team with over 150 years of collective trust experience, supported by a skilled global employee base.