Schroders to close UK Multi-Cap Income fund
The sub-scale fund will close next month as the firm continues its plan to simplify the business.
Wealth and Asset Management
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Brookfield Wealth Solutions Announces Third Quarter Results and Declares Regular Quarterly Distribution
Net income in the prior year quarter included the impact of DOE and unrealized mark-to-market gains on equity securities, partially offset by unfavorable movements on reserves due to interest rate and equity market volatility.
Mashreq and DIFC to advance digital banking and wealth services
The MoU will focus on rolling out digital onboarding and banking solutions for clients operating within DIFC.
AFH Wealth Management publishes first IFA acquisitions white paper
The landmark paper features the results of an independently run survey, which sought the views of IFA owners, management teams and senior advisers across the UK.
$2bn Vontobel credit flagship outwits 'Pavlovian dogs' to double assets
The Vontobel Credit Opportunity fund's team speak with Citywire about what they foresee in the months ahead.
Financial Synergies Wealth Advisors Partners with Local Advisory Practice
The strategic integration of the advisory practice builds on a longstanding relationship with the firm that spans more than three decades.
FNZ exits private wealth player in management buyout
Paua’s management, led by co-founders Donna Nicolof and Chris Glackin, has acquired FNZ’s circa 25 per cent stake in the financial planning business, ending the PE-backed giant’s three years on the shareholder register.
Structuring Beyond Borders: How Greater China’s Wealth Planners Are Evolving
At a recent Hubbis event in Hong Kong titled “The Future of Wealth Planning in Greater China,” a panel of senior industry participants examined the region’s rapidly transforming landscape.
Entrepreneurial wealth in motion
As we navigate this landscape, Guernsey continues to offer a calm, stable and forward-thinking jurisdiction for wealth management - a valuable constant amid global change.
Swiss Private Wealth Update: Inheritance Tax Referendum, Trust M&A and PTC Planning
Switzerland is grappling with a controversial inheritance tax initiative at the same time as its trust and wealth industries consolidate and international competition for mobile UHNW capital intensifies.
Standard Chartered plans to reopen private bank in Switzerland – report
This news follows the bank’s winding down of its Swiss private banking arm about a decade ago after it failed to find a buyer for the business.
Raiffeisen Bank International and ODDO BHF deepen partnership in mergers and acquisitions for clients in Austria, Central and Eastern Europe
Expanding ODDO BHF’s sector expertise in corporate finance in the areas of energy, infrastructure, and consumer