Goldman Sachs Partners with GeoWealth to Provide Custom Models for RIAs
The models will span investment options ranging from equity SMAs to evergreen alternative funds.
Wealth and Asset Management
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$3.5tn wealth transfer scares Aussie advisers: Natixis
Advisers reported retaining the assets 71% of the time when a spouse inherits, but this drops to just 38% when children inherit.
Advising a new generation of global citizens
This progress, combined with shifting societal trends has made it easier for investors to access opportunities across the globe, fundamentally changing investment behaviours.
Stonehage Fleming chair Anton Sternberg on going from James Bond to global adviser
Stonehage Fleming’s clients include the descendants of the famous spy’s creator. But the wealth manager’s UK chair says it eschews glamour in favour of the fundamentals
Odey Wealth Management enters liquidation
Odey Wealth Management’s registered address was also changed to Evelyn Partner’s office from the temporary office that Odey AM had occupied after it departed its Grosvenor Square headquarters last year.
Advising the new generation of private clients – modern entrepreneurs and wealth creators
An important factor for the new generation to consider is succession planning.
ABG Sundal Collier delays launch of private bank again – Di
The company has been developing the service for a two-year period, and announced in the spring that the launch would take place this fall. But now this is delayed until the beginning of next year.
Private banking up for NatWest in Q3 2024
NatWest Private Banking produced a return on equity of 19.7% and an operating profit of £90m in Q3 2024.
Amundi breaks into top ten Swiss fund providers
The Credit Suisse takeover by UBS resulted in changes in market structure, according to the Asset Management Association Switzerland.
Maerki Baumann establishes Middle East Hub in Abu Dhabi
The focus of the new Middle East Hub will be on tech corporate customers in the Gulf region who rely on blockchain technology or crypto applications.
The federal government and cantons can still hope for a SNB payout
This should also make it more likely that the SNB will again make distributions to the federal government and the cantons.
Board of Directors of GAM Holding AG announces terms of rights issue
GAM intends to use the net proceeds from the Offering primarily to repay existing financial indebtedness (1) and to use the remaining amount for general corporate purposes to ensure long-term financial stability and financial support.