Wealth platform Wrise expands in Hong Kong as more family offices set up shop
The company is an independent platform that is linked with 150 financial partners, including Goldman Sachs, JPMorgan, UBS and others
Wealth and Asset Management
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Swiss Private Bank Donates Digital Artwork to Kunsthaus Zurich
This immersive artwork is based on glacier data and innovatively visualizes the dramatic effects of climate change.
Close Brother Preliminary Results for the year end to 31 July 2024
The FCA's review of historical motor finance commission arrangements announced in January introduced significant uncertainty for the group.
Close Brothers agrees sale of Close Brothers Asset Management to Oaktree
The Transaction is expected to complete in early 2025 calendar year and is conditional upon receipt of certain customary regulatory approvals
Deutsche Bank strengthens its comprehensive advisory approach and invests in digitalization
Deutsche Bank remains the bank for clients looking for high-quality advice.
Williams Jones Wealth Management Named to Barron’s 2024 Top 100 RIA Firms List
Williams Jones offers a wide range of services, including investment management, financial planning, retirement planning, estate planning, and philanthropic guidance.
Rise of the ‘centimillionaires’: Number of UHNWs in the $100m-plus club rises by more than half in a decade
Centimillionaires are now flocking to US wealth hubs, including New York and San Francisco’s Bay Area, as well as China, London and Paris, a new study from Henley & Partners has found
Diversity Project Europe: Just 20% of asset managers track social mobility
Ratio of women in asset management declines with seniority
“We’re moving back into an environment that’s more conducive to hedge funds”
The term means that most private-client wealth is held by clients who need income more than capital gains.
‘Business as usual’ at EQ and Quilter after Hawksmoor SDR suspension
EQ Investors and Quilter do not have immediate plans to follow rival Hawkmoor’s move and temporarily suspend sustainable services to new clients due to lack of SDR clarity.
Corum acquires Aargau asset manager
Independent asset manager Corum has acquired Menziken-based Sensusplus.
Partners Group teams up with Mediobanca Private Banking
The Italian bank’s high-net-worth clients will have access to Partners Group’s evergreen private equity strategy that’s been running for 17 years.