UBP expands its asset management business with new staff
His appointment aims to implement a consistent strategy across all markets
Wealth and Asset Management
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BNY to launch Alts Bridge wealth platform for private markets
Alts Bridge creates a powerful solution for investors, advisors, and the home office.
Business Awards UK 2024 Wealth Management Awards Winners and Finalists Announced
Revealing the winners and finalists of the 2024 Wealth Management Awards at Business Awards UK.
AllianceBernstein and Bernstein Private Wealth Management Unveil New Office in New York City
New location in Hudson Yards deepens firm’s presence in New York City and reaffirms commitment to tech advancements to enhance client and employee experience
Paul Hodes on Privé Technologies’ FinTech Solutions for the Future World of Wealth Management
Their core offerings were tools for portfolio analytics, client onboarding including suitability checks, and advisory recommendations via multi-factor portfolio optimization.
Personalised investment behind growth of Thai private wealth
This group of investors, categorised as High Net Worth Individuals (HNWIs), experienced a growth rate of 10.3% in 2023
Schroders appointed by Metfriendly to run £270 million investment portfolio
The mandate, which emphasises the strategic importance Schroders places on working with the UK’s mutual sector, will encompass both multi-asset and short-dated credit assets.
Wealth manager City & Merchant goes into liquidation
The FCA said it imposed restrictions because it had “serious concerns” the firm was not capable of being “effectively supervised” by the authority.
JTC To Acquire Citi Trust
The acquisition brings with it an experienced senior management team with over 150 years of collective trust experience, supported by a skilled global employee base.
Italian private bank Banca Generali bids for broker Intermonte
Wealth managers such as Banca Generali are increasingly focused on the succession issues faced by the myriad Italian businesses that sprang up during the post-war boom.
Building a Stronger Tomorrow: Family Offices in our Flourishing Wealth Management Landscape" – Speech by Mr Chee Hong Tat
Wealth owners choose Singapore for many reasons
UBS shifts focus away from corporate bonds as yields drop, risks increase
Yields move inversely to prices.