08/02/2024
Building sustainable wealth for high net worth clients
Life insurance is a trusted way for HNW individuals to allocate funds across various fields and preserve their wealth potential while mitigating risks.
Wealth and Asset Management
08/02/2024
Wealth managers and financial advisors rush to boost future potential performance tracking
A further four in ten (42%) say they're 'good' and one in four (25%) say their organization is 'average' at tracking the future potential performance of key asset classes.
08/02/2024
Marco Pagliara's One-Way Trip From Switzerland to Singapore
This makes him one of the key leaders in the team of Claudio de Sanctis, the German lender’s global head of Private Bank including wealth management.
08/02/2024
Opinion/Consumer Duty is transforming wealth management but there is still work to be done
Navigating the regulation’s requirements has also brought challenges.
08/02/2024
AXA enters into an exclusive negotiation to sell AXA Investment Managers to BNP Paribas
The total estimated transaction value is expected to be Euro 5.4 billion, representing a multiple of 15x 2023 earnings.
08/02/2024
Crisis not averted: Liontrust’s unhappy GAM anniversary
The week’s top asset management stories, all in one place
08/02/2024
UK investment management industry assets under management grow to £9.1 trillion
The UK investment management industry also remains a global success story, second only in size to the United States.
08/01/2024
Schroders: Half year results to 30 June 2024 (unaudited)
The Board has declared an unchanged interim dividend of 6.5 pence per share.
08/01/2024
Jersey shortlisted for ‘IFC of the Year’ at 2025 Citywealth Awards
The awards, now in their fifteenth year, recognise the excellence of companies and individuals in the private wealth sector, operating in the major international financial centres.
08/01/2024
Evelyn Partners strengthens Northern presence with agreement to acquire Haines Watts’ Leeds, Manchester and Newcastle offices
The teams in these locations provide a wide range of services and solutions to support entrepreneurial, owner-managed businesses.
08/01/2024
Credit Agricole beats estimates and records in H1 2024
Excluding specific items, underlying net income for Credit Agricole Group amounted to €4,389m in H1 2024, up 11.4% compared to H1 2023.
08/01/2024
German family offices investing heavily in private markets
Managers of private market funds are intensively courting wealthy individuals. A report from Preqin shows strong growth in investment from German family offices.
07/31/2024
Berenberg successful signatory to the UK Stewardship Code
It is a decisive criterion for many institutional investors when selecting a suitable asset manager in the UK.
07/31/2024
Intesa sanpaolo: consolidated results as at 30 june 2024
The solid performance of income statement and balance sheet in the first half of the year translated into significant value creation for all the stakeholders
07/31/2024
Deutsche’s Swiss CEO makes dive for first-class family offices
Loïc Voide talks hiring, cost-cutting, inflows and the need for quality over quantity from financial intermediaries.
07/31/2024
Bank Avera presents a pleasing half-year result for 2024
Bank Avera has reported very good results for the first half of 2024
07/31/2024
HSBC Holdings plc Interim Results 2024
We are confident that we have the right strategy and model to grow revenue
07/31/2024
The best private members’ clubs 2024
Welcome to the Spear’s ranking of the best private members' clubs for high-net-worth individuals
07/31/2024
Phoenix Group and Schroders to launch new private markets investment manager with £1bn initial commitment; up to £2.5bn over three years
This will provide scale at inception, with ongoing fundraising led by both Schroders and Phoenix Group.
07/31/2024
Julius Baer criticised by Monaco for poor client controls on transactions worth £135 million
The Commission de Controle des Activites Financieres announced last week that Julius Baer bankers did not have appropriate measures in place for a series of 10 transactions by an unnamed client.