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Wealth and Asset Management

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.’

06/25/2024

Artificial intelligence in wealth management: friend or foe?

Demir Avigdor, head of UK Private Banking, Standard Chartered, examines the impact of AI on the client experience

06/25/2024

Oakglen Wealth launches IHT Solution in partnership with Toscafund AM LLP

In this piece we bring to you the exciting news of Oakglen Wealth partnering with the specialist investment manager Toscafund Asset Management LLP, to launch our new AIM Inheritance Tax Service.

06/24/2024

Slate Asset Management Completes Approximately €425 Million of Senior Debt Refinancings for Its European Essential Real Estate Portfolio Year to Date

Slate completed the refinancings at five- and seven-year terms at compelling rates, which were also more favorable than initial underwriting.

06/24/2024

St. James’s Place unveil Lumina portfolios

Over 9,000 ETFs and funds were reportedly screened in the selection process.

06/24/2024

How Trusts & Foundations can assist Wealth Preservation

Trusts and foundations can be key to helping individuals and families navigate regulatory scrutiny and shield assets from potential threats.

06/24/2024

Cantonal banks launch multi-asset fund supporting education

The new strategy distributes 2% of its fund volume annually to the Education Cannot Wait, a UN fund providing education to children in emergencies.

06/24/2024

How UBP bring in-house expertise to private market offerings

UBP’s private markets group is a dedicated unit of the bank that offers its private banking clients in-house private market capabilities.

06/24/2024

ZKB is opening its first branch in Kloten today under the new location concept

In the new location concept, everyday transactions are therefore increasingly carried out in assisted self-service.

06/24/2024

The attributes of ultra-wealthy people that luxury marketers need to know

That starts with understanding the demographic’s key attributes.

06/24/2024

Foreign banks target Switzerland after UBS takeover of Credit Suisse

"When one player is absorbed, the musical chairs are being rearranged and that creates opportunities,"

06/21/2024

Clients let down by wealth management industry’s lack of tools providing insight into ESG and climate risks

But many wealth managers and financial advisors do not have the tools and systems needed to effectively track and manage ESG and climate risks and the industry needs to invest heavily to improve.

06/21/2024

Van Lanschot Kempen provides update on wealth management strategy and presents 2027 financial targets

Building on the disciplined strategy execution and capital management of the past years, it will focus on scalable growth through client excellence.

06/21/2024

Staying the course: Brown Shipley unveils 2024 midyear investment outlook

The global investment outlook is likewise far from symmetrical.

06/21/2024

Invessed Set to Help Wealth Managers Respond to Disengaged Demographic

The findings from Invessed’s “Defining Wealth for a New Generation” report underscore an urgent call for innovation to meet the needs of this emerging client base.

06/21/2024

ABN Amro nears deal to buy HSBC's German private bank, Boersenzeitung says

The addition of HSBC's German private bank would boost ABN Amro's assets under management by 26 billion euros from about 70 billion euros

06/21/2024

Why hiking pay won’t boost London IPOs, and why Schroders’ CEO had ‘imposter syndrome’

The week’s top asset management stories, all in one place

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PIMFA appoints Morningstar as new Sole Index Series’ Provider

02-03-2026

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

02-03-2026

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

02-03-2026

Upper Tribunal finds that Banque Havilland devised a plan to harm the Qatari economy

02-04-2026

Titan Wealth completes acquisition of IWP adding £6.9bn to AUM

02-04-2026

Barclays and NatWest to table rival bids for £2bn wealth manager Evelyn

02-05-2026

RiskConcile confirms latest acquisition in growth strategy

02-04-2026

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

02-03-2026

Reshaping wealth management in unexpected ways

02-06-2026

WTW says it's ready for more UK wealth tie-ups after Atomos success

02-06-2026

Nordic Climate Group appoints Ronnie Coutts as CEO for the United Kingdom

02-06-2026

ECB in comfortable ‘wait and see’ position as it holds rates again

02-06-2026

Janus Henderson hires EM debt client portfolio manager

02-06-2026

Offshore bonds see resurgence in interest from advisers ahead of tax changes

02-06-2026

Monetary policy decisions

02-06-2026

Schroders Solutions awarded significant OCIO mandate for E.ON’s UK pension scheme

02-06-2026

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