• Wealth and Asset Management
  • Executive Moves
  • Legal, Regulation & Compliance
  • more...
    • FinTech

      Alternative Investments

      Investment Banking

      Comment, Analysis & Research

      Tax

      Retail Banking

      Pensions

      Planet SOS


Wealth and Asset Management

06/03/2024

Prosper Shows Demand for New Way in Wealth Management and Kicks Off Crowdfund as St James's Place Faces FTSE Exit

Prosper is raising a further crowdfunding to add to its recent angel and Andreesen Horowitz raise adding to the total invested capital of £4m.

06/03/2024

Bantleon acquires majority stake in a convertible bond specialist

The long-established minority shareholders remain on board and retain their 38% stake.

05/31/2024

Helvetia (CH) Swiss Property Fund: planned listing on SIX Swiss Exchange on 25 June 2024 and pleasing half-year results

SIX Swiss Exchange has approved the application to list the Helvetia (CH) Swiss Property Fund on SIX Swiss Exchange on 25 June 2024, subject to the pending amendment to the fund agreement opening the fund to non-qualified investors.

05/31/2024

Wealth managers struggle with FCA compliance as deadline looms

The main reasons for this investment are to deliver better client service, understand a wider range of asset classes, improve investment advice, and reduce costs.

05/30/2024

Cazenove Capital wins Magic Circle Impact/ESG Manager of the Year Award

Award winners are selected by a panel of experienced industry professionals as well as votes from industry peers.

05/30/2024

Impax Asset Management Group plc Interim results to 31 March 2024

Business showed its resilience with an increase in net number of institutional accounts; £2.7 billion of net outflows came largely from wholesale channel in Europe

05/30/2024

Wealth Dynamix and Oxford Risk forge strategic partnership to revolutionise client engagement with behavioural science

Together, Wealth Dynamix and Oxford Risk are committed to reshaping the future of wealth management by placing the client at the centre of the experience.

05/30/2024

Oddo BHF Eyes Family Offices in Switzerland

The oldest bank in Romandy has long been integrated into Oddo BHF

05/30/2024

Client complains to SJP after name mix up

Policyholder Mark Bradford said he has complained to the wealth manager after he had cause to believe his data had been compromised.

05/30/2024

HSBC targets lending against fast-growing private assets after adding SVB’s UK unit to its portfolio

HSBC to leverage its balance sheet strength to finance wealthy clients’ fast-growing private asset portfolios

05/30/2024

Blackstone buys $1B mortgage portfolio from German bank

Multifamily, office and hospitality properties backing Deutsche Pfandbriefbank loan pool

05/30/2024

Ortec Finance: 8% of advisers and wealth managers believe company will not meet Consumer Duty deadline

FCA Consumer Duty compliance deadline 31 July

05/29/2024

Wealth firms in the UK slow to adopt semi-liquid funds

The limited range of semi-liquid products and the question of suitability loom large for wealth managers, who largely prefer investment trusts to access private markets.

05/29/2024

7IM enhances Pathbuilder range with ‘trend following’ strategy

Trend strategies have delivered strong performance during market turmoil and add a further layer of diversification and risk management to traditional passive strategies.

05/29/2024

Goldman Sachs moves to new office in Amsterdam, the Netherlands

The Amsterdam office will have space for up to 50 employees allowing for the ongoing expansion of Goldman Sachs’ activities in the Netherlands.

05/29/2024

Ex-Alpian CEO secures CHF 1.5m to launch private banking platform

Light Frame’s pre-seed financing round was led by ATX Venture Partners and New Stack Ventures.

05/29/2024

Pantheon partners with iCapital to expand access to specialist evergreen semi-liquid private equity solution

Partnership also includes solutions targeting markets with growing demand across Europe, the Middle East, Latin America and Asia

05/29/2024

Beyond wealth management: elevating life with Metrobank

Clients benefit from an extensive range of investment options, including securities and structured products, managed by a team of dedicated specialists.

05/28/2024

ABN AMRO announces the acquisition of Hauck Aufhäuser Lampe, strengthening top 3 position in wealth management in Germany

These entities and HAL have closed a co-operation agreement to continue offering the successful One-Stop-Shop service offering in the market.

05/28/2024

Transition tipping points are turning nature into a new asset class: Transition Investment Summit 2024

Nature and nature-based solutions provide a clear path towards creating this net-zero world, and the reasons why were unpacked in a series of clear and convincing presentations and panel discussions throughout the day.

  • 1
  • 2
  • 3
  • …
  • 164
  • 165
  • 166
  • 167
  • 168
  • 169
  • 170
  • 171
  • 172
  • 173
  • 174
  • …
  • 914
  • 915
  • 916

Translate

Member Area

Forgot password?
New User?   Register Now!
  • Popular
  • Recent

Clearstream & Deloitte White Paper tackles how and where tokenisation hits the value chain

07-27-2026

Schofield Sweeney welcomes private wealth expert

07-27-2026

Stronachs recognised as leading law firm in Scotland for its Private Client expertise

07-27-2026

HM Treasury Proposes Major Overhaul of UK Payments Regulation

07-23-2026

ArkBridge Launches Institutional Intelligence Platform for Modern Investors

07-23-2026

Moneta Expands Globally With U.K. Partnership

07-23-2026

NatWest partners with Uinsure to make home insurance simpler, faster and easier to manage

07-29-2026

Scottish high earners could save over £46,000 in income tax by living in England

07-29-2026

Forces driving the institutionalisation of UK wealth management

07-30-2026

Half year results for the six months ended 30 June 2026

07-30-2026

LGT Capital Partners prices Legato IV at EUR 405 million

07-30-2026

85% asset management firms to increase their AI budgets by at least 50% within year

07-30-2026

NatWest appoints Triona O’Keeffe as Chief Data and Analytics Officer

07-30-2026

FCA sees victims’ money returned from convicted fraudster

07-30-2026

Strengthening resilience across an increasingly interconnected financial system

07-30-2026

Fidelity International analyses latest ONS figures

07-30-2026

The Wealth Mosaic

Quick Links

  • Industry Events
  • Free White Papers
  • Featured Multimedia
  • RSS Feeds

© 2006 - 2026 Managers of Wealth Network. [Latest wealth management news, research and opinion from around the World] | Privacy Statement | Terms and Conditions

Network of websites
Managers of Wealth | Europe | Offshore | Asia | Americas | Middle East | Africa | FinTech | Funds | Legal

  • Wealth and Asset Management
  • Executive Moves
  • Legal, Regulation & Compliance
  • FinTech
  • Alternative Investments
  • Investment Banking
  • Comment, Analysis & Research
  • Tax
  • Retail Banking
  • Pensions
  • Planet SOS