10/06/2023
1 in 30 HNW individuals relying 100% on their homes to fund retirement
As house prices and trends in the overall housing market raises concerns about retirement plans
Wealth and Asset Management
10/06/2023
SJP should move to passive funds and overhaul fee structure, says analyst
It also proposed switching up the fees SJP charges which would see overall client fees drop as well as a slight fall in adviser remuneration.
10/06/2023
FCA crypto promotion rules will enhance wealth manager competitiveness – Avaloq
The next step in the evolution of their offerings is to provide investment advice on cryptoasset holdings, and the FCA’s new rules may accelerate the development of more innovative offerings.
10/06/2023
Family office investors favouring ‘passion assets’ in volatile times
Potential for profit can be just as important as personal passion when investing in luxury assets such as wine and watches, latest research shows
10/05/2023
ABN AMRO and Motive Partners form strategic partnership
Their partnership unites two leading venture platforms, each with decades of fintech expertise and a dedication to innovation in both financial services and venture capital.
10/05/2023
NewGAMe SA publishes interim results of the partial tender offer for shares in GAM Holding AG
The interim results show that during the main acceptance period there were tenders for 40,243,738 shares.
10/05/2023
Abberley to lead Raymond James and Charles Stanley UK wealth tie-up
A combined UK wealth business is being launched under the Raymond James Wealth Management name, headed by Charles Stanley CEO Paul Abberley.
10/05/2023
Wealth Management Firm Chase Buchanan Continues Spain Focus with Three Offices in Extended Region
With offices in Marbella, Javea and Tenerife, Chase Buchanan now provides personalised wealth management and financial guidance, pension transfers and investment support across all the Spanish regions
10/05/2023
Cazenove Capital continues to support Kew Gardens’ iconic Orchid festival
Princess of Wales Conservatory: Saturday 3 February – Sunday 3 March 2024
10/05/2023
Mirova targets €2 billion for its sixth strategy dedicated to energy transition infrastructure
This new vintage will continue to support decarbonization, mainly in Europe, where the need for diverse renewable energy sources has never been greater.
10/05/2023
Quilter announces latest in series of platform upgrades
Over 100 advisers adopt new co-branding in first week since launch
10/04/2023
Rothschild & Co receives three major awards from The Banker magazine
These awards are global in their coverage and the Independent Investment Bank award recognises all of our activities across Global Advisory.
10/04/2023
Edmond de Rothschild achieves a 4- and 5-star GRESB rating
EdR REIM’s Benelux office strategy has reached a 93 points score, meaning the strategy belongs to the top-10% most sustainable office strategies in Europe.
10/04/2023
Objectway and Unblu united to innovate digital collaboration in wealth management
The partnership is based initially on two modules for managing interaction with the customer: ongoing relationship management and help desk.
10/04/2023
Wellington partners with iCapital to bring private funds to wealth managers
The asset manager follows the likes of BlackRock and Ardian by partnering with iCapital.
10/04/2023
Roman Studer: “When medicine becomes more dangerous than the disease”
Before the end of this year we will also find out how other countries would assess Switzerland's approach and measures in connection with the CS.
10/04/2023
Zwei Wealth gains a foothold in Europe's largest financial center
Zwei Wealth has expanded its platform to launch in the UK.
10/04/2023
Credit Suisse wants to keep a lid on Finma communication
The CS is legally defending itself against the plaintiffs having access to further documents.
10/04/2023
Ludlow Trust upgrades philanthropy
Ludlow Trust's platform streamlines the application process for charitable trusts
10/04/2023
BNP Paribas AM launches two fossil-fuel-free fixed income ETFs
French asset manager further expands Article 8-compliant fund range with pair of new strategies.