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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

03/12/2024

VP Bank achieved 10 percent more profit than in the previous year and is on track with strategy implementation

It increased business income by 8.3 percent to CHF 364.4 million and achieved an annual profit of CHF 44.2 million, which corresponds to an increase of 10.1 percent.

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Performativ Appoints Banking Veteran Jacob Dahl as Chair to Support Enterprise Expansion in Wealth Management

07-02-2026

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Andy Burnham's Property Tax Reform: What High Net Worth Individuals Need to Know

07-03-2026

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Millennium expands Swiss platform with senior portfolio manager hire

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