09/26/2024
Saga of Banque Havilland: Entry of a Heavyweight
One name in particular stands out: Martin Gilbert, founder of the asset manager Aberdeen (now Abrdn), is a heavyweight in the industry.
Wealth and Asset Management
09/26/2024
Importance of embracing change highlighted at Jersey Finance Private Wealth Conference
This was the message from speakers at this year’s Jersey Finance Private Wealth Conference.
09/26/2024
Citibank to shut last ‘transactional’ branch in S’pore next month as it eyes wealthy customers
Citi Singapore says it has invested in its digital banking infrastructure and “nearly all daily transactions can now be done on the Citi Mobile App”.
09/25/2024
When generations collide: how younger investors will change the shape of wealth management
America is at a tipping point where Baby Boomers, who have dominated the wealth market for decades, are gradually passing the baton to younger generations.
09/25/2024
ABN AMRO & Techstars Future of Finance Accelerator class of 2024 announced
They will also gain invaluable exposure to ABN AMRO’s operations, with the opportunity to explore commercial pilots with the bank.
09/25/2024
Global equity boutique Goshawk AM acquires Vermeer IM
The Vermeer Global Fund was launched in December 2016 and domiciled in Dublin
09/25/2024
Select 50: Asia’s leading sustainable companies
These have the potential to generate attractive long-term returns, albeit with a higher degree of volatility along the way.
09/25/2024
Investec extends footprint with Dubai International Financial Centre office launch
Investec Dubai International Financial Centre (DIFC) offers advisory and arranging services in private banking, wealth and investment management, and corporate and investment banking.
09/25/2024
Sergio Ermotti: «Growth Will Be Less Linear in Asia»
The growth will be less linear in Asia, which is probably important in absolute terms but wealth creation and the demographic trends are really supporting [the business]
09/25/2024
Private Banks Unmoved by China’s Stimulus Package
While the package was more aggressive than expected, private banks did not much shift their stance regarding China’s economy and markets.
09/25/2024
New Report: Private Equity continues to lead Private Markets amid growing interest from private wealth
For high net worth individuals and family offices the opportunities within private markets are significant
09/25/2024
Kingswood U.S. Welcomes $1 Billion Advisory Firm Eudaimonia and its 17 Advisors to its Network
The Nashville-Based Firm Enhances the Growing Kingswood U.S. Fee-Only Business and Asset Management Services for Affiliated Advisors
09/25/2024
Ninety-Six Partners is entering a new phase of growth:
Ninety-Six Partners changed its company name and image at the beginning of the year and is now starting a new phase of its growth with the obtaining of a wealth manager license and the strengthening of its governance.
09/25/2024
Win for Collas Crill at the STEP Private Client Awards 2024
The Judges commented that Collas Crill has an impressive multi-disciplinary and multi-jurisdictional practice
09/25/2024
Wealthy Families Increasingly Question Where in the World to Keep Their Assets
Ultra-rich families have often run their wealth from a single-family office located where their business exists, or their money was made, and where most members of their family live.
09/25/2024
Robeco launches multi-asset strategy to beat inflation
Robeco said the strategy will not necessarily follow the usual ‘60-40’ multi-asset mix of many similar funds
09/24/2024
Pictet AM launches sustainable bond fund into China
The Swiss asset manager has brought out its second qualified domestic limited partnership fund for mainland investors.
09/24/2024
Kasikorn AM partners with JP Morgan to launch two feeder funds for Thai clients
The partnership will offer Thai investors access to JP Morgan AM’s active ETFs
09/24/2024
MASECO’s Josh Matthews Shortlisted for Spears HNW Wealth Manager of the Year
This nomination is a testament to his dedication and the trust that clients place in MASECO to manage their wealth with integrity and excellence.
09/24/2024
Envestnet Wins Five 2024 'Wealthies' Awards, Including Advisor Choice Award & Best Unified (All-in-One) System
Now in its 10th year, the WealthManagement.com Industry Awards aims to honor outstanding achievements by companies, organizations and individuals that support financial advisor success.