12/01/2023
The Banker names BBVA Bank of the Year in the Americas
The Banker once again recognized BBVA’s commitment to Latin America and its leadership in the region during the ceremony for its Bank of the Year Awards 2023.
Wealth and Asset Management
12/01/2023
Signa: René Benko Is on Its Way Out, While Julius Baer Is Likely to Stick Around
It has applied for a self-administered restructuring procedure, which implies that the creditors of the holding can still expect to recover at least 30 percent of their investment.
12/01/2023
Swiss Re targets an IFRS net income of more than USD 3.6 billion for 2024
The transition from US GAAP to IFRS provides Swiss Re with an opportunity to demonstrate the value of its business.
12/01/2023
Financial planning firm Finura snaps up Tenacity Wealth Management
This is the second acquisition Finura has made over the past three years. It bought James Harvey Associates in 2021.
12/01/2023
SJP CIO Onuekwusi: Retail investors lack appropriate structure to access private markets
Open-ended structures 'have to work'
12/01/2023
St James’s Place’s troubles present an ‘opportunity’, says rival chief
SJP is a “phenomenal” business however and JM Finn was not expecting a “wave” of clients to pour across from SJP, Bedford said,
12/01/2023
Making The Most Of Your Career's Defining Monent - The art Of The Business Exit
The head of our Business Exit Programme, Greg Kyle-Langley, details how advice and guidance at the crucial moment of exit could provide lifelong value.
11/30/2023
Labuan IBFC awarded commendation as international domicile at the European Captive Awards 2023
Accolade highlights continued interest in domicile as both a regional and global captive hub
11/30/2023
Deutsche Bank Private Bank CIO Outlook 2024: Finding Growth
Moderate growth is expected in industrialized economies whereas Asia remains the global growth engine
11/30/2023
Migros Bank enters into a future-oriented partnership with Inyova: sustainable investing is becoming the focus
In the future, customers will be able to invest in companies that contribute to solving the climate issue.
11/30/2023
Schroders wins Investment House of the Year at Risk Awards 2024
Schroders wins Investment House of the Year at Risk Awards 2024
11/30/2023
Rathbone Unit Trust Management renamed Rathbones Asset Management
The change in name follows the renaming of Rathbones Group Plc earlier this year.
11/30/2023
7IM launches AI partnership to boost advisers’ productivity
The adoption of the latest advances in generative AI, NLP and large language models will allow 7IM to use AI-technology to build a scalable operating platform,
11/30/2023
New billionaire heirs overtake self-made ones as $5.2 trillion wealth transfer begins
UBS, which counts half the world’s billionaires as clients, found that $150.8 billion was inherited by 53 heirs over the 12 months to April
11/30/2023
BaFin raises alarm over unauthorised Zurich investment house
Supervisory authority warns investors about offers from Swiss Solution Partners.
11/29/2023
The Henley Wealth and Sustainability Report
Besides phasing out fossil fuels, the other two core themes for the upcoming UNFCCC COP28 conference in Dubai, UAE, are building climate-resilient societies and investing in climate solutions.
11/29/2023
Julius Baer Sailing Close to the Wind With Loan
This now means that the bank must plan on reserves once more – Julius Baer is therefore facing an alarming level of risk.
11/29/2023
All the winners of the 2023 PA Wealth Partnership Awards
Rewarding excellence where wealth and asset managers work together for the benefit of end-investors
11/29/2023
Schroders secures two prestigious accolades at Financial News’ Excellence in Institutional Fund Management Awards 2023
Schroders was also named runner up for UK Manager of the Year, as was Peter Harrison, Schroders Group Chief Executive, for Industry Personality of the Year.
11/29/2023
DWS announces iCapital partnership to deliver global alternative asset strategies to the US private wealth sector
DWS recently confirmed its strategic ambition to leverage the demand from high-net-worth individuals and family offices for access to Alternatives strategies, including real estate, infrastructure and private credit.