03/18/2024
Wealth veteran takes swipe at M&A as he sets up own business
Former Gerrards and Ravenscroft investment manager Kieran Follis has partnered with P1 Investment Services for his new wealth business.
Wealth and Asset Management
03/18/2024
Partners Group adds private markets royalties to its investment platform
The team will be integrated into the wider Partners Group platform and will benefit from the firm's existing network, expertise, and portfolio insights.
03/18/2024
Quilter announces next instalment of platform enhancements
The Quilter platform will also now use the Faster Payments System for single ad hoc withdrawals and crystallisation payments.
03/18/2024
Quilter announces next instalment of platform enhancements
The Quilter platform will also now use the Faster Payments System for single ad hoc withdrawals and crystallisation payments.
03/18/2024
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.
03/18/2024
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.
03/18/2024
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.
03/15/2024
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
03/15/2024
Onshore in Germany – and there’s still no end in sight
Meanwhile, the expansion of local houses in the neighboring country continues unabated.
03/15/2024
TLT advises shareholders of Chartered Wealth Management on acquisition by professional services company
The acquisition will also support its strategic growth plans.
03/15/2024
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.
03/14/2024
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.
03/14/2024
Deutsche Bank reports growth
2023 Annual Report: business growth, cost discipline and raised capital distributions
03/14/2024
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.
03/14/2024
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.
03/14/2024
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.
03/14/2024
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.
03/14/2024
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.
03/14/2024
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.
03/13/2024
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.