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Wealth and Asset Management

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

06/20/2024

Ninety One merges away ESG multi-asset fund after slide from £2bn

The merger also affects parts of the Aegon TargetPlan fund range, which is aimed at workplace pension schemes and invested in the strategy.

06/20/2024

Commodities and higher energy prices key drivers in UK equity recovery – Rathbones Asset Management

They also signalled that clients are being driven by the effects of the recent cost-of-living crisis, to favour income over growth.

06/20/2024

Hyper-automation, hyper-personalisation in Wealth Management. What’s all the hype? Why, how, and with what business impact…

In today’s competitive landscape, hyper-personalisation differentiates wealth managers, attracting and retaining customers while driving growth

06/20/2024

ZEDRA and CreaPartners announce collaborative undertaking

ZEDRA and CreaPartners will bring together the best of both our organisations.

06/20/2024

Deutsche’s private bank cuts spending on external consultants by 70%

German lender needs to rely on its own expertise, says division’s new boss Claudio de Sanctis

06/20/2024

Wealth managers ill-equipped for rising ESG and climate focus: survey

Environmental and climate concerns are at the forefront for many clients.

06/20/2024

CaixaBank S A : OpenWealth becomes the largest high net worth and family office consultancy in Spain, with more than €7.3 billion in assets under supervision

In just two years of activity, OpenWealth's offer, based on high specialisation and diversification, has allowed it to consolidate its position as a leader in the sector in the country.

06/19/2024

UBS announces voluntary redemption offer by Credit Suisse Supply Chain Funds to its investors

Fund investors will receive details of the redemption offer through their custodian and should review the terms and the disclosures that accompany the offer.

06/19/2024

UBS introduces framework to size and seize the AI investment opportunity

The launch of ChatGPT marked a watershed moment for AI and its adoption, and the range of problems that AI can address keeps growing at a quick pace.

06/19/2024

EFG International: the Deal After the Deal

The reality is that EFG, which is controlled by the Greek-Swiss Latsis shipping family, is in a very strong position.

06/19/2024

Wealth managers look beyond falling rates and rising tensions

Clients’ investment portfolios are being designed to be resilient across multiple economic cycles

06/19/2024

Study reveals insights into the retirement plans of IFAs and financial planners

On average, the research found they will retire when they turn 52 years old although as many as one third (35%) intend to retire before they turn 50.

06/19/2024

Indosuez Wealth Management launches first Article 9 bond fund

The fund comprises around 60 securities across various sectors and regions

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GBST deploys agentic AI to automate complex wealth administration processes

04-14-2026

Cold store specialist Iceline Yorkshire Ltd joins Nordic Climate Group’s growing UK organisation

04-14-2026

Men in UK financial services earn £40,000 more than female colleagues

04-14-2026

Berne Financial Services Agreement: what the UK-Swiss deal means in practice

04-14-2026

Scotland-based financial planning company acquired by acquisitive wealth management firm

04-14-2026

Rothschild & Co appoints Grégoire Salignon as Head of Rothschild Martin Maurel

04-13-2026

Inside WTW’s ambitions for its £20bn wealth management business

04-13-2026

What’s the best way to transfer wealth to the next generation?

04-13-2026

Partners Group closes latest private equity secondaries program with over USD 9 billion of total commitments

04-20-2026

Janus Henderson shareholders approve acquisition, signs BNP Paribas mandate

04-20-2026

National Security Regulation & Investment Risk: Quarterly Update from Washington

04-20-2026

Rolling out AML reforms in the EU’s smallest nation

04-20-2026

Danske admits system upgrade exposed over 20,000 client addresses

04-20-2026

NBB joins forces with BLME to provide UK property loans

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Can your pension savings really keep you in old age?

04-20-2026

Pension Schemes Bill returns to the Lords

04-20-2026

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