Fidelity Unveils New ETF Model Portfolios for Wealth Managers
Matt Apakarian, an analyst with Cerulli Research, highlights the growing appeal of customizable model portfolios
Wealth and Asset Management
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Evergreen funds: the view from one of the world’s largest asset managers
JP Morgan Asset Management's Brandon Robinson on the rise of evergreen funds
It’s a match: Wealth management and modern relationships
New research from Nedbank Private Wealth revealed wealthy UK adults have numerous life goals and aspirations they are most concerned about achieving as a result of divorce.
Swiss wealth management to relocate Leeds team to prominent office building
One of the most sustainable buildings in Leeds, it provides exceptionally high-quality workspace and a convenient location just minutes from Leeds City Station.
Maximising wealth management: The benefits of Guernsey Private Investment Funds
With Guernsey’s well-established financial sector, PIFs present an opportunity for tailored investment solutions that align with both current market trends and long-term wealth strategies.
Norwegian asset manager expands presence in Switzerland
In order to be closer to customers, the team in this country is to be expanded.
Bank Cler: Growth flattens
The remodeled branch in Neuchâtel was opened in 2024
Utmost Wealth Solutions’ Assets Under Administration surpass £100bn, recording strong gross inflows
The acquisition of Lombard International adds £45bn in Assets Under Administration (AUA), confirming Utmost’s leading market position in the international wealth management sector
EFG International Acquires Swiss Private Bank
The closing of the transaction is expected in the second half of 2025 and is subject to regulatory approval, EFG announced on Wednesday.
Tavistock Investments: Completion of acquisition of Alpha Beta Partners
The total consideration for the acquisition is capped at £18 million
Endowus launches Fixed-Rate Savings in Hong Kong, offering clients access to preferential time deposit rates with leading global banks
Designed to provide market-competitive fixed returns, this new offering enables customers to maximize their savings with trusted global financial institutions.
Wealth managers struggle to serve women of substance
The financial priorities and succession planning approaches of men and women reveal significant differences.