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Wealth and Asset Management

10/10/2023

Waystone Group marks major milestone with the completion of the Link Fund Solutions acquisition

All of the existing LFS UK investment managers and sponsors have transferred to the Waystone Group, demonstrating clients’ confidence in the combined business post-merger.

10/10/2023

Temenos Leads Evolution in Correspondent Banking as Banks Seek to Modernize Cross-Border Payments in the Cloud

Temenos solution supports the rapid addition of new payment rails and payment types, helping banks to stay ahead of market changes and grow profitable cross-border payment services

10/10/2023

Brown Shipley parent strikes Moonfare private markets deal

Private bank Quintet and platform Moonfare have formed a partnership to give the former’s clients, including those in its Brown Shipley subsidiary, deeper access to private funds.

10/10/2023

UBS: Things are crumbling within our own ranks

There are several reasons for this.

10/10/2023

Societe Generale PB and Kleinwort Hambros launch art advisory service

Societe Generale Private Banking and SG Kleinwort Hambros have announced the launch of an art advisory service.

10/09/2023

The Tectonic Shift Underway in Swiss Wealth Management

At the end of last year, Credit Suisse had around 1.3 trillion Swiss francs of assets under management.

10/09/2023

Customer money – how the Swiss banks took advantage of their great opportunity

As a rule, asset managers spend a lot of time and money to acquire new customers who have often remained loyal to the institutions for generations.

10/09/2023

Pessimism reigns across the wealth management industry

After a difficult 2022, wealth management profitability is on track to see further declines in all regions in 2023.

10/09/2023

UK wealth market remains in top five despite political instability

The UK’s wealth management market remains in the top five despite growing offshoring trends.

10/09/2023

Why RBC Wealth Management is Underweight in credit in the UK and Europe & neutral in Gilts

Maintaining hiking optionality is pragmatic for the central bank, in our view, as the risks of upside surprises in inflation data remain.

10/06/2023

Vanguard bolsters headcount in Europe as profit grows 13%

Growth of UK platform helps boost asset management giant's coffers

10/06/2023

T. Rowe Price's Ritu Vohora: Rethinking fixed income

Beware, inversion ahead

10/06/2023

Bruellan merges with Valais independent asset manager

Bruellan will absorb BCB Asset Management’s team in Valais.

10/06/2023

UBS Legend Raves About Sergio Ermotti

In the current environment, it's not the best way to secure capital and desired valuations, he said.

10/06/2023

1 in 30 HNW individuals relying 100% on their homes to fund retirement

As house prices and trends in the overall housing market raises concerns about retirement plans

10/06/2023

SJP should move to passive funds and overhaul fee structure, says analyst

It also proposed switching up the fees SJP charges which would see overall client fees drop as well as a slight fall in adviser remuneration.

10/06/2023

FCA crypto promotion rules will enhance wealth manager competitiveness – Avaloq

The next step in the evolution of their offerings is to provide investment advice on cryptoasset holdings, and the FCA’s new rules may accelerate the development of more innovative offerings.

10/06/2023

Family office investors favouring ‘passion assets’ in volatile times

Potential for profit can be just as important as personal passion when investing in luxury assets such as wine and watches, latest research shows

10/05/2023

ABN AMRO and Motive Partners form strategic partnership

Their partnership unites two leading venture platforms, each with decades of fintech expertise and a dedication to innovation in both financial services and venture capital.

10/05/2023

NewGAMe SA publishes interim results of the partial tender offer for shares in GAM Holding AG

The interim results show that during the main acceptance period there were tenders for 40,243,738 shares.

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