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Othis launches personal wealth management platform for individuals and families in Europe with diverse portfolios

With the initial product, Othis targets individuals and families with portfolios of diverse assets.

Former Tees Wealth head launches investment management firm with P1

A discretionary managed portfolio investment service on a more individual, bespoke basis will also be offered.

JPM AM calls time on quintet’s long-running bond fund

Fund house to liquidate sterling-focused debt strategy after seeing steady decline in assets.

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

Onshore in Germany – and there’s still no end in sight

Meanwhile, the expansion of local houses in the neighboring country continues unabated.

TLT advises shareholders of Chartered Wealth Management on acquisition by professional services company

The acquisition will also support its strategic growth plans.

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.

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.

Deutsche Bank reports growth

2023 Annual Report: business growth, cost discipline and raised capital distributions

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.

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.

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.

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.

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.

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.

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.

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

PKB launches crypto offering via Sygnum partnership

The bank’s customers can now trade bitcoin and ethereum.

The winner takes it all: Client experience in wealth management

Clients want frictionless digital experiences

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

Wealth and Asset Management