Alex Toohey nominated for Citywealth Investment Manager of the Year award
‘I consider it a privilege to be on the shortlist among such reputable professionals in the wealth management industry’
Wealth and Asset Management
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NatWest Group’s Associate Director recognised as Fund Finance Association ‘Rising star’
The Rising stars awards recognise outstanding individuals with less than 10 years of experience who have made remarkable contributions to the fund finance industry.
GAM’s global equity chief adds ex-Newton colleague as PM
Paul Markham has reunited with a former senior portfolio manager from his previous employer.
Financial adviser opens St Gallen branch
SMZH, which was founded in 2003 and has over 120 staff, said the new location will allow it to be closer to clients in the region.
VZ Holding AG: VZ Group’s results grew well in the first half of the year
CEO Giulio Vitarelli expects growth over the entire 2024 financial year to be in line with the long-term average.
What next for private banking in the Middle East?
A clear focus on relationship management, with private banks emphasising personalised relationship management and providing bespoke services, continues to be a key differentiator.
Wealth management fintech SigFig adds AI capabilities
The platform combines a robust set of capabilities, including AI-powered assistance for advisors and their teams to increase their effectiveness, core integrations with leading industry systems to drive efficiencies and collaborative digital experiences t
CIBC Asset Management Inc. announces the capping of certain Series of the CIBC 2025 Investment Grade Bond Fund Français
The Fund has grown rapidly in size, recently surpassing $1.5 billion in assets under management.
Evelyn Partners’ Cambridge office completes sale of leading environmental specialist
The deal adds to a growing list of credentials in the sector for Evelyn Partners, which has previously advised on the sale of Tri Fire to Phenna Group and Crowthorne to Normec.
Schroders Capital awarded £2 billion real estate mandate by Wales Pension Partnership
This mandate win builds on the £500 million mandate awarded by WPP to Schroders Capital last year to invest in global private equity.
DBS' Singapore private bankers are probably better than Goldman Sachs'
While DBS still had some of the best private bankers in the world in the first half of 2024, Tricumen found that Goldman Sachs’ private bankers were on average more productive.
Wealth management: embracing automation and customisation
Adapting to the latest trends is crucial for wealth managers aiming to enhance efficiency, improve client satisfaction, and maintain a competitive edge.