Charles Schwab snaps up The Family Wealth Alliance
Members of FWA can avail updated research and educational materials along with exclusive events and leader forums, among others.
Wealth and Asset Management
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Full-year 2022 new business inflows and funds under management update
2023 has started in much the same way that 2022 ended but it is encouraging to see more recent positive indicators that UK inflation may have peaked, together with some evidence that currency and investment markets are more stable.
Indosuez acquires majority stake in fintech Wealth Dynamix
Indosuez Wealth Management acquires a majority stake in Wealth Dynamix, a fintech specialising in client relationship management for private banks
Capital Group Selects SS&C to Provide Transfer Agency for U.K. Fund Launch
Leading investment management firm with USD2.1 trillion in AUM extends global technology partnership
Growth Remains But Are We Heading Into a Buyers' Market?
Prime London property prices rose in the last quarter of 2022
Bantleon Cuts its Stake in GAM
In October of last year, another threshold was crossed when Bantleon cut its holdings below 10 percent of outstanding shares to 9.41 percent, amounting to 15,027,352 shares.
ZKB expansion into Germany has a catch
The simplified exemption that the bank received with the completion of a project lasting several years is considered to be the entry ticket for active market development on site.
Stifel CEO Wants Stock to Reach Morgan Stanley-esque Heights with Wealth Gains
Stifel’s Global Wealth Management division comprised 64% of its parent company’s revenue in 2022.
St James's Place sees annual funds under management fall
Gross inflows during 2022 fell 6.4% to GBP17.03 billion from GBP18.20 billion in 2021, whilst net inflows dropped by 11% to GBP9.78 billion from GBP11.04 billion.
HSBC UK boss Stuart White: Ditching fossil fuel firms won’t fix climate crisis
HSBC Asset Management exec says labelling of sustainable products is 'super important' to tackle issues of greenwashing
Investec wins at the Citywealth IFC Awards 2023
The winners are those judged to have excelled in achievement, innovation, expertise, and service.