11/16/2018
Multi-family office partners with Edmond de Rothschild
EOS comprises the Edmond de Rothschild portfolio management and distribution management system, based on leading market solutions, Simcorp Dimension and Microsoft Dynamics.
Wealth and Asset Management
11/15/2018
Schroders partners with Maybank to target HNWIs in Malaysia
The collaboration will draw on the strengths of both the regional footprint of an established Malaysian asset manager, and the investment expertise of a leading global asset manager
11/15/2018
HSBC introduces two sustainable multi-asset funds
To be made available from this month, the two portfolios will seek higher average ESG score as well as lower portfolio carbon intensity than the market.
11/15/2018
Mariner Wealth Advisors just made its biggest acquisition ever
As per the agreement, Patriot will become a unit of Mariner Wealth Advisors from 1 January 2019.
11/15/2018
Jersey firm launches London private office
By harnessing the expertise of our global team, working with trusted partners and bringing some cutting-edge innovations to the family office space, JTC Private Office can help cement our position as a market leader.'
11/15/2018
SEI Named 'Top OCIO Provider' at 2018 Institutional Asset Management Awards
Company Recognized for Second Consecutive Year
11/15/2018
Canaccord Genuity revenues surge as wealth management strengthens
Excluding significant items, second quarter earnings per common share of $0.23
11/15/2018
Santander Private Banking, named ’Best Private Bank’ in Spain
The award recognizes the advantages of a specialized advisory model offered to private banking clients in more than nine countries.
11/15/2018
Client assets fall at EFG
As of 31 October 2018, Assets under Management were CHF 140.1 billion
11/15/2018
Close Brothers makes "solid" start to financial year
Overall, our banking businesses remain well positioned, and we continue to invest in maximising their long-term potential while maintaining our prudent approach to lending.
11/15/2018
Credit Suisse's HOLT: A Hook for Asia's Equity-Biased Investors
Significantly, half of that equity universe or 10,000 equities are listed on Asian exchanges, catering to the significant home bias of the region’s investors.
11/15/2018
KW Wealth launches ethical portfolio range
Move comes despite limited number of suitable actively-managed fund choices
11/15/2018
Nomura Completes Investment in Julius Baer Group Subsidiary
Nomura does not expect the investment to have a material impact on its consolidated results.
11/14/2018
Rothschild & Co: 2018 – 3rd quarter release
Third quarter up 11% to €296 million
11/14/2018
Jersey Finance research highlights challenges of wealth transition in the Gulf region
The report, entitled ‘Wealth Structuring and the International Financial Centres: Perspectives from the GCC’, reflects the views of over 70 wealth management industry practitioners working in the GCC market during a thought-leadership roundtab
11/14/2018
Women-only wealth manager network rolled out in the UK
Raymond James pushing to increase the number of females in wealth management
11/14/2018
Australian wealth management platform launches in UK
Increasing headcount is no longer the answer, but reducing investigation time and making smarter decisions is.
11/14/2018
Swiss Bank selects Allfunds Bank as fund distribution platform
Chose Allfunds because of its investment fund expertise and global leadership in the fund platform business.
11/14/2018
Saudi females boost DIFC private wealth industry
The aim is to attract wealthy investors, entrepreneurs and workers to put down roots.
11/13/2018
SJP Academy celebrates new Financial Planning graduates
The Academy gives learners the opportunity to undergo thorough training before being offered the chance to become wealth advice professionals or Paraplanners within the St. James’s Place Partnership.