06/26/2024
Financial advisers should prepare for ‘surge in new clients’
Overall, 19% of respondents said they do not have time to manage their investments or admit to doing a bad job and needing help.
Wealth and Asset Management
06/25/2024
Tatton Asset Management announces audited final results for the year ending 31 March 2024
The Group exceeded its three-year ‘Roadmap to Growth’ strategy, which set an ambitious target of £15.0bn AUM/AUI3 by 31 March 2024
06/25/2024
Macquarie Asset Management announces final close of global opportunistic real estate fund
Macquarie Asset Management’s Real Estate division is a global real estate investment business with a track record of identifying and investing in sectors backed by global megatrends.
06/25/2024
Dubai ranks 12th in Julius Baer’s Global Wealth and Lifestyle Report as relative ‘cost of living’ remains competitive compared to major global cities
Dubai is the 6th most expensive city in Europe, Middle East, and Africa (EMEA) and 12th in the global ranking of the Lifestyle index
06/25/2024
Two former UBS asset managers want to show the big players
There they gained practical know-how in the areas of risk modeling, optimization and portfolio construction before taking the step into self-employment.
06/25/2024
VSKB takes legal steps against Zurich ‘wealth manager’
Bank association and regulators warn against using WFM International.
06/25/2024
Objectway secures Eleventh Consecutive Award – Sixth Straight “Best Wealth Management System” Title – from Goodacre UK
The unwavering leadership is a tangible outcome of the long-standing and ongoing recognition from clients and market experts.
06/25/2024
Canada Life Asset Management Appoints Northern Trust for Asset Servicing Solutions
Supports Manager’s Focus on Operating Model Efficiency and Data Quality as Strategic Asset Servicing Provider
06/25/2024
Asset managers increasingly integrating tech into operations, survey finds
The investment management community at large is doubling-down on strategies underpinned by a data-driven approach and supported by integrated technologies.
06/25/2024
Praxis shortlisted for Trust Company of the Year in prestigious STEP Awards
At Praxis, we continuously strive to maintain the highest standards of service, and to nurture the current and future generations of practitioners.’
06/25/2024
Artificial intelligence in wealth management: friend or foe?
Demir Avigdor, head of UK Private Banking, Standard Chartered, examines the impact of AI on the client experience
06/25/2024
Oakglen Wealth launches IHT Solution in partnership with Toscafund AM LLP
In this piece we bring to you the exciting news of Oakglen Wealth partnering with the specialist investment manager Toscafund Asset Management LLP, to launch our new AIM Inheritance Tax Service.
06/24/2024
Slate Asset Management Completes Approximately €425 Million of Senior Debt Refinancings for Its European Essential Real Estate Portfolio Year to Date
Slate completed the refinancings at five- and seven-year terms at compelling rates, which were also more favorable than initial underwriting.
06/24/2024
St. James’s Place unveil Lumina portfolios
Over 9,000 ETFs and funds were reportedly screened in the selection process.
06/24/2024
How Trusts & Foundations can assist Wealth Preservation
Trusts and foundations can be key to helping individuals and families navigate regulatory scrutiny and shield assets from potential threats.
06/24/2024
Cantonal banks launch multi-asset fund supporting education
The new strategy distributes 2% of its fund volume annually to the Education Cannot Wait, a UN fund providing education to children in emergencies.
06/24/2024
How UBP bring in-house expertise to private market offerings
UBP’s private markets group is a dedicated unit of the bank that offers its private banking clients in-house private market capabilities.
06/24/2024
ZKB is opening its first branch in Kloten today under the new location concept
In the new location concept, everyday transactions are therefore increasingly carried out in assisted self-service.
06/24/2024
The attributes of ultra-wealthy people that luxury marketers need to know
That starts with understanding the demographic’s key attributes.
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,"