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Wealth and Asset Management

06/27/2024

EFG Private Bank launches Independent Asset Management platform for UK

Head of independent asset managers UK Ian Wright to oversee

06/27/2024

Wealth managers comment on challenges facing next UK government

The figures released by the Office of National Statistics were a huge disappointment, as for the first quarter of this year the fastest growth for two years was recorded ending the recession.

06/27/2024

UBS Creates New Wealth Unit in Khan, Karofsky Strategy Reboot

GWM Solutions to bring various wealth offerings together: memo

06/27/2024

Liontrust profit drops 23% after outflows worsen in 2023

Despite an uptick in the asset manager’s share price since the start of the year it has continued to bleed funds

06/27/2024

Sygnum Onboards 20+ banks to Enable Regulated Crypto Services For Third of Swiss Population

This enables their end-clients to buy, hold, trade, earn, and transfer cryptocurrencies in a fully regulated environment.

06/26/2024

Driving Personalized Financial Engagement in Wealth Management: St. James’s Place Approach

How St. James’s Place leverages Salesforce’s Financial Services Cloud and Ortec Finance’s OPAL

06/26/2024

Andrea Solana Wins Prestigious Women in Wealth Award at Private Banking & Wealth Management London Awards 2024

This recognition motivates us to continue advocating for inclusion and leadership opportunities for women.

06/26/2024

AstroBank wins private banking award

The announcement noted that this marks the second consecutive year the bank has received this accolade.

06/26/2024

Swiss private banks’ M&As hit historic low

Many private banks have focused on relationship manager hires.

06/26/2024

Why we need to talk more about the SNB balance sheet

The dust that the decision of the Swiss National Bank (SNB) kicked up last Thursday has settled.

06/26/2024

Financial advisers should prepare for ‘surge in new clients’

Overall, 19% of respondents said they do not have time to manage their investments or admit to doing a bad job and needing help.

06/25/2024

Tatton Asset Management announces audited final results for the year ending 31 March 2024

The Group exceeded its three-year ‘Roadmap to Growth’ strategy, which set an ambitious target of £15.0bn AUM/AUI3 by 31 March 2024

06/25/2024

Macquarie Asset Management announces final close of global opportunistic real estate fund

Macquarie Asset Management’s Real Estate division is a global real estate investment business with a track record of identifying and investing in sectors backed by global megatrends.

06/25/2024

Dubai ranks 12th in Julius Baer’s Global Wealth and Lifestyle Report as relative ‘cost of living’ remains competitive compared to major global cities

Dubai is the 6th most expensive city in Europe, Middle East, and Africa (EMEA) and 12th in the global ranking of the Lifestyle index

06/25/2024

Two former UBS asset managers want to show the big players

There they gained practical know-how in the areas of risk modeling, optimization and portfolio construction before taking the step into self-employment.

06/25/2024

VSKB takes legal steps against Zurich ‘wealth manager’

Bank association and regulators warn against using WFM International.

06/25/2024

Objectway secures Eleventh Consecutive Award – Sixth Straight “Best Wealth Management System” Title – from Goodacre UK

The unwavering leadership is a tangible outcome of the long-standing and ongoing recognition from clients and market experts.

06/25/2024

Canada Life Asset Management Appoints Northern Trust for Asset Servicing Solutions

Supports Manager’s Focus on Operating Model Efficiency and Data Quality as Strategic Asset Servicing Provider

06/25/2024

Asset managers increasingly integrating tech into operations, survey finds

The investment management community at large is doubling-down on strategies underpinned by a data-driven approach and supported by integrated technologies.

06/25/2024

Praxis shortlisted for Trust Company of the Year in prestigious STEP Awards

At Praxis, we continuously strive to maintain the highest standards of service, and to nurture the current and future generations of practitioners.’

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New Era for JTC Luxembourg as Lee Marshall Takes the Helm

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Nedbank Private Wealth welcomes Karim Chowdhury as new Head of Private Banking, Isle of Man

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01-29-2026

Realpolitik, turbulence and opportunity

01-29-2026

Van Lanschot Kempen secures fiduciary management mandate for Holcim Group pension plans

01-29-2026

Standard Chartered has launched ‘Invest Like Champions’ Campaign with Liverpool FC

02-03-2026

PIMFA appoints Morningstar as new Sole Index Series’ Provider

02-03-2026

Marsh appoints Lisa Quest as UK CEO

02-03-2026

Johnston Carmichael Wealth rebrands to Partners Wealth Management brand following successful integration

02-03-2026

Parties sign MoU to accelerate the rollout of sovereign, Pan-European payment solutions

02-03-2026

McDermott bolsters its Banking & Finance practice with addition of Oliver Sutter in Frankfurt

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Jonathan Dale Joins Evercore as Senior Managing Director in the Consumer Group

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Schroders joins UK business delegation to China

02-03-2026

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