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Wealth and Asset Management

06/24/2024

Foreign banks target Switzerland after UBS takeover of Credit Suisse

"When one player is absorbed, the musical chairs are being rearranged and that creates opportunities,"

06/21/2024

Clients let down by wealth management industry’s lack of tools providing insight into ESG and climate risks

But many wealth managers and financial advisors do not have the tools and systems needed to effectively track and manage ESG and climate risks and the industry needs to invest heavily to improve.

06/21/2024

Van Lanschot Kempen provides update on wealth management strategy and presents 2027 financial targets

Building on the disciplined strategy execution and capital management of the past years, it will focus on scalable growth through client excellence.

06/21/2024

Staying the course: Brown Shipley unveils 2024 midyear investment outlook

The global investment outlook is likewise far from symmetrical.

06/21/2024

Invessed Set to Help Wealth Managers Respond to Disengaged Demographic

The findings from Invessed’s “Defining Wealth for a New Generation” report underscore an urgent call for innovation to meet the needs of this emerging client base.

06/21/2024

ABN Amro nears deal to buy HSBC's German private bank, Boersenzeitung says

The addition of HSBC's German private bank would boost ABN Amro's assets under management by 26 billion euros from about 70 billion euros

06/21/2024

Why hiking pay won’t boost London IPOs, and why Schroders’ CEO had ‘imposter syndrome’

The week’s top asset management stories, all in one place

06/20/2024

Ninety One merges away ESG multi-asset fund after slide from £2bn

The merger also affects parts of the Aegon TargetPlan fund range, which is aimed at workplace pension schemes and invested in the strategy.

06/20/2024

Commodities and higher energy prices key drivers in UK equity recovery – Rathbones Asset Management

They also signalled that clients are being driven by the effects of the recent cost-of-living crisis, to favour income over growth.

06/20/2024

Hyper-automation, hyper-personalisation in Wealth Management. What’s all the hype? Why, how, and with what business impact…

In today’s competitive landscape, hyper-personalisation differentiates wealth managers, attracting and retaining customers while driving growth

06/20/2024

ZEDRA and CreaPartners announce collaborative undertaking

ZEDRA and CreaPartners will bring together the best of both our organisations.

06/20/2024

Deutsche’s private bank cuts spending on external consultants by 70%

German lender needs to rely on its own expertise, says division’s new boss Claudio de Sanctis

06/20/2024

Wealth managers ill-equipped for rising ESG and climate focus: survey

Environmental and climate concerns are at the forefront for many clients.

06/20/2024

CaixaBank S A : OpenWealth becomes the largest high net worth and family office consultancy in Spain, with more than €7.3 billion in assets under supervision

In just two years of activity, OpenWealth's offer, based on high specialisation and diversification, has allowed it to consolidate its position as a leader in the sector in the country.

06/19/2024

UBS announces voluntary redemption offer by Credit Suisse Supply Chain Funds to its investors

Fund investors will receive details of the redemption offer through their custodian and should review the terms and the disclosures that accompany the offer.

06/19/2024

UBS introduces framework to size and seize the AI investment opportunity

The launch of ChatGPT marked a watershed moment for AI and its adoption, and the range of problems that AI can address keeps growing at a quick pace.

06/19/2024

EFG International: the Deal After the Deal

The reality is that EFG, which is controlled by the Greek-Swiss Latsis shipping family, is in a very strong position.

06/19/2024

Wealth managers look beyond falling rates and rising tensions

Clients’ investment portfolios are being designed to be resilient across multiple economic cycles

06/19/2024

Study reveals insights into the retirement plans of IFAs and financial planners

On average, the research found they will retire when they turn 52 years old although as many as one third (35%) intend to retire before they turn 50.

06/19/2024

Indosuez Wealth Management launches first Article 9 bond fund

The fund comprises around 60 securities across various sectors and regions

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BNP Paribas presents the growth strategy of its commercial bank in Belgium (CPBB) and raises its profitability targets to 22% pre-tax RONE in 2028 and 25% in 2030

06-01-2026

UBS Global Family Office Report 2026: Family offices pivot to resilience as geopolitical risk and structural uncertainty reshape global portfolios

05-28-2026

Promotions at SZKB in 2026

05-28-2026

Acquisition flurry adds £2bn in assets to wealth management consolidator

05-27-2026

Wealth manager 'will push on' after £2 billion boost

05-27-2026

Butterfield Announces Agreement to Acquire Control of CIBC Caribbean in $1.8 Billion Transaction

05-28-2026

Northcote in talks to buy UK wealth manager

05-29-2026

Mackenzie Investments Announces Partnership with Waystone to Expand European Presence with Launch of Mackenzie UCITS Fund

05-28-2026

Private banking in Spain: raising the bar in a changing wealth landscape

06-03-2026

Switzerland’s ‘ten million’ vote is poised to test resilience

06-03-2026

Shoosmiths advises Cohort on refinancing with global banking syndicate

06-03-2026

Northern Trust Announces Asset Servicing Leadership Changes

06-03-2026

UK savers plough £12bn into ISAs in April, while net mortgage borrowing drops to £4.4bn

06-03-2026

New Head of Sales for Alken Fund in Switzerland

06-03-2026

HMRC letters landing from Monday to 4m and adds 'you must respond'

06-03-2026

Ninety One inflows turns positive with £2.8bn haul

06-03-2026

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