07/30/2024
Wealth managers feel strong philanthropic frameworks exist to support clients
One of the regulatory frameworks which exist for clients that wish to be heavily engaged is, according to Von Simon, the creation of a donor advised fund.
Wealth and Asset Management
07/30/2024
ZKB buys Complementa
Complementa, which offers services including investment reporting and consulting, has been working with ZKB since 2006.
07/30/2024
Bank WIR grows faster than expected
The net profit from interest business also contributed to this.
07/30/2024
The fund groups which rely most on St James’s Place
One property fund manager runs more than 50% of its assets for SJP, while other active boutiques could come under pressure as the wealth giant ups its allocation to passives.
07/30/2024
Wealth managers feel strong philanthropic frameworks exist to support clients
He said there were specialist solicitors in the UK who were available to wealth managers who had a client wishing to set up a foundation.
07/30/2024
Louise Street: “Family offices are now using gold for diversification”
Central banks and public institutions increased their global gold holdings by 183 tonnes
07/30/2024
Swiss Private Banking in Italian
It was under these premises that BG Suisse Private Bank was founded in 2021.
07/30/2024
SJP reports record FUA and increased inflows in first half of 2024
On the financial front, SJP’s underlying post-tax cash result was slightly lower at £205.2m compared to £207.1m in the previous year.
07/30/2024
Standard Chartered: Second Quarter and Half-Year 2024 Results
Standard Chartered PLC – Results for the first half and second quarter ended 30 June 2024
07/29/2024
Amundi: 2024 1st half and 2nd quarter results
These assets under management now include nearly €100bn in direct distribution, alongside the success of the JVs.
07/29/2024
Geneva multi-family office merges with external asset manager
GSK & Partners and Swiss Financial House will join forces on 1 August.
07/29/2024
J Safra Sarasin backs small caps in ‘major rotation’
The Basel-based private bank says that small-caps suffered when interest rates were rising, but are now part of the way through a recovery.
07/29/2024
SJP advisers fear plummeting practice valuations amid debt worries
Are SJP raising funds to support the market?
07/29/2024
Channel Islands at forefront of Citywealth International Financial Centre Awards shortlist
The list is now released by the judges and the public vote is open to allow the global private wealth industry to have their say.
07/29/2024
S64 Announces Successful Close of Series A Funding Round with investments from HPS Investment Partners and Sumitomo Mitsui Trust Bank
This investment will support the firm’s ambition to unlock rising demand from private investors seeking access to a leading range of global alternative investment opportunities.
07/26/2024
Future Leaders Awards Shortlist 2024
Accountant of the Year – Associate
07/26/2024
Risk Management in Consulting and Wealth Management: Adequacy and Portfolio Analysis
One of the most impacted aspects is portfolio risk management . Regulation requires rigorous monitoring of market, credit and liquidity risks for the assets of private clients advised.
07/26/2024
Vontobel delivers strong profitability, stabilizes institutional flows and advances strategic priorities
This transaction marks a milestone in Vontobel’s private markets strategy and provides investment capabilities in the fast-growing private infrastructure segment.
07/26/2024
Man Group Half year results
We were also pleased to record net inflows of $0.9 billion during another challenging period for asset raising in the industry.
07/26/2024
UBS to sell the Credit Suisse Insurance Linked Strategies Ltd business to its management team
Upon closing, CSILS will operate independently from UBS under a new name and will continue to manage the funds and single investor fund mandates.