CFA to launch private wealth certificate next summer
Curriculum spans topics including managing multi-generational wealth to estate planning and alternative investments
Wealth and Asset Management
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Independent Advisor Solutions forges alliance with Goldman Sachs
This move follows last month's launch of Independent Advisor Solutions and the "MiBLOX" collaboration with BlackRock.
UK wealth manager St James’s Place winds down property funds
The firm expects to liquidate most assets over two years, with investors receiving periodic returns.
SGKB sustainable fund duo receive first Citywire ratings
Raphaela Koch and Raphael Arn manage four eco-labelled multi-asset funds.
HSBC hosts private markets summit for its global private banking clients
The first private markets conference for global private banking clients was held in Hong Kong by HSBC.
UBS returns to tap high net worth women’s wealth
The firm is targeting the rising number of rich women and family offices in the country
Impax Asset Management Group plc Results for the year ended 30 September 2024
The Company has made material strategic progress and delivered improved investment performance while focusing on operational efficiency and the control of costs.
Cazenove Capital’s sustainable funds partner with climate justice and environmental charities
Conservation of the ocean, protecting biodiversity, ensuring climate justice
Bowmore is latest win powering Nucleus’ growth
In total, Third has won the custody mandate for 10 new clients in the last year, including Capital Financial Markets, Lowes and Mountstone.
Fidelity and Maybank launch multi-asset fund in Malaysia
The MAMG Alpha Capital & Income Opportunities fund has been launched in Malaysia.
Partners Group invests record USD 1.2 billion in infrastructure secondaries in twelve months
The record investment level reflects the increasing opportunity set available in the infrastructure secondaries market.
NAB Private Wealth awarded Australia’s Best Private Bank for fourth straight year
Award recognises the bank’s commitment to delivering world-class private wealth services to high-net worth families and individuals and their evolving wealth needs.