03/18/2024
JPM AM calls time on quintet’s long-running bond fund
Fund house to liquidate sterling-focused debt strategy after seeing steady decline in assets.
Wealth and Asset Management
03/15/2024
EFG Agrees to Pay the US for Possible Sanctions Breaches
The settlement amount reflects OFAC’s determination that EFG’s apparent violations were voluntarily self-disclosed and not egregious, and also reflects EFG’s significant remedial measures
03/15/2024
Onshore in Germany – and there’s still no end in sight
Meanwhile, the expansion of local houses in the neighboring country continues unabated.
03/15/2024
TLT advises shareholders of Chartered Wealth Management on acquisition by professional services company
The acquisition will also support its strategic growth plans.
03/15/2024
Wealth managers prefer generalist approach to technology exposure
The most held fund is Axa’s Global Technology fund, which appears in the portfolios of two of the allocators we cover.
03/14/2024
ABN Amro Jumps on Wealth Management Bandwagon in Race for Fees
Many banks enjoyed record profits over the past year as the gains to revenue from higher interest rates surpassed the amount they had to pay out to depositors.
03/14/2024
Deutsche Bank reports growth
2023 Annual Report: business growth, cost discipline and raised capital distributions
03/14/2024
VP Bank is on track with the implementation of its strategy, generating 10 per cent more profit than in the previous year
Net income for the year increased by 10.1 per cent to CHF 44.2 million.
03/14/2024
Leonteq launches three new ETPs+ in collaboration with Alquant
These products are combining Alquant’s cutting-edge quantitative risk signals with Leonteq’s expertise in product and investible index structuring.
03/14/2024
Understanding multi-family offices and their role in wealth management
In this article, we’ll explore the history and evolution of the MFO into its current form as an alternative to private banks.
03/14/2024
IQ-EQ shortlisted in Private Equity Wire European Credit Awards 2024
The awards recognise excellence in fund performance and service provider excellence across credit funds.
03/14/2024
Titan Wealth completes acquisition of North East IFA
It is the latest in a series of acquisitions for Titan which has said it has a target of £50bn under administration within the next five years.
03/14/2024
Partners Group launches semi-liquid funds for Europe’s and Asia’s wealthy
The new strategies focus on infrastructure and investments contributing to the UN’s Sustainable Development Goals.
03/13/2024
HNW investors demand better digital services from IFAs
Results showed that higher net worth investors are not averse to switching generally, as more than half had already switched providers in the past five years.
03/13/2024
Liontrust Asset Management says it is not in talks to buy smaller rival Artemis
Liontrust recently held early-stage discussions with Artemis about a potential tie-up
03/13/2024
PKB launches crypto offering via Sygnum partnership
The bank’s customers can now trade bitcoin and ethereum.
03/13/2024
The winner takes it all: Client experience in wealth management
Clients want frictionless digital experiences
03/13/2024
GBST upgrades its Salesforce based WealthConnect practice management system to enhance adviser efficiencies and client outcomes
The cloud-based solution now also boasts enhanced modelling
03/13/2024
Neighbourhood watch: where the super-rich really live in London
From Mayfair to St John's Wood, here's the insiders' guide to where the super-rich live in London
03/12/2024
Data & Insights: Swiss WealthTech Landscape Report 2024
A collection of relevant data points to tell the story of what is happening in the wealth management community in Switzerland