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Wealth and Asset Management

11/20/2024

Altiant Global Luxury and Asset Management (GLAM) Monitor

GLAM has now passed five years of data collection, during which time we have conducted almost 12,000 interviews to construct a comprehensive and evolving view of luxury sentiment and behaviour.

11/20/2024

EFG International reports 10-months 2024 business update

Revenue margin was 96 basis points for the first ten months of 2024, compared to 97 basis points for 1H24 and 99 basis points for FY23

11/20/2024

Quilter Investors Monthly Income range introduces new asset classes to portfolio

The emerging market debt exposure will stand at 1.25% in the Monthly Income portfolio and 0.75% in the Monthly Income & Growth portfolio.

11/20/2024

Liontrust Implements Data Solution in Collaboration with BlackRock Aladdin and BNY to Enhance Investment Management, Client Service and Scalability

The new technology solution improves investment and risk tools, enables productivity gains and enhances the information supplied to Liontrust’s investment teams and clients.

11/20/2024

Ninety One acquires Sanlam Investment Management

It will take over management of its £17bn in assets under management

11/20/2024

Wealth managers optimistic for 2025 despite potential risks

Europe and Germany, however, may not be in for a good time.

11/20/2024

Baloise refocusing strategy being implemented – cash generation of over CHF 550 million expected

The sale of the portfolio of the digital insurer FRIDAY, announced at the end of October, was a further step in the new strategic direction.

11/20/2024

HSBC Revamps Premier Wealth Banking Strategy

New London wealth center to attract affluent clientele with exclusive services and events

11/20/2024

ZKB completes final close of carbon solutions private equity fund

The Swisscanto Fund Private Equity World Carbon Solutions, which has a volume of around CHF 130m, has already made seven investments.

11/19/2024

OakNorth completes loan to Warwickshire-based IFA firm, Beaufort Wealth Management, to support a management buyout (MBO)

It advises clients on investments, non-investments, and business advice, including employee benefits, pensions, keyman insurance, partnership and shareholder protection, investments, tax, and succession planning.

11/19/2024

Zurich fund distributor buys asset management consultancy

Acolin said the purchase will improve its ability to enter new markets and offer a broader range of services.

11/19/2024

Van Lanschot Kempen introduces third European private equity fund

Fund gives private banking clients access to small and medium-sized companies

11/19/2024

Asset and wealth management revolution 2024

Unleashing the transformative power of disruptive technology

11/19/2024

Mattioli Woods: Profit slashed at wealth manager as it quit London

Mattioli Woods described its latest financial period as a “momentous year of change” for the group ahead of it officially being taken private on 3 September, 2024.

11/19/2024

“I Want to Break Free” (from Operational Complexity): Building Scalable Wealth Management Operations for Growth

Tariq Khan, Objectway’s Client Development Director, shares his view on how today’s wealth managers need to rethink their operating models.

11/18/2024

COP29: will AI be mentioned in the final text?

First, the impact of AI on potential climate solutions is now more concrete than ever.

11/18/2024

MPA Confirmed as One of The UK’s Best Wealth Management Companies.

This is the 11th year that MPA has been included in the Top 100, which we believe is testament to the consistency of our approach, the professionalism of our team and the outcomes we deliver for our clients.

11/18/2024

The 60-year strategy: how long-term wealth planning can empower

A long-term financial plan should ensure your wealth is protected against inflation and is in the best position to grow in the future.

11/18/2024

Succession Wealth acquires £1.1bn AUA True Wealth Group

The deal marks Succession’s fifth acquisition under Aviva ownership and its third of 2024

11/18/2024

Prominent German banker Friedrich von Metzler dies aged 81

Metzler Bank was established in 1674 in Frankfurt, a city in the west of Germany now home to several large banks.

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10-26-2026

Fintel acquires Mortgage Brain to expand adviser technology offering

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