11/22/2024
UBS' New Architectural Jewel
With this new building, UBS aims to set new standards not only in architecture but also in wealth management.
Wealth and Asset Management
11/21/2024
Close Brothers Asset Management partners with Objectway to drive growth and innovation
By adopting Objectway's Portfolio Management solution, CBAM will drive digital transformation and customer-centric expansion to achieve its strategic goals.
11/21/2024
Wealth management firm Fairstone buys Donegal brokerage
Acquisition comes amid continuing consolidation in the sector
11/21/2024
Julius Baer: Interim Management Statement for the first ten months of 2024
Substantial increase in client assets – Accelerated net inflows – Solid capital position – Start date of new CEO set for 9 January 2025.
11/21/2024
Margetts Wealth stays independent with management buy-in
The aim is to go for 20% growth over the next twelve months
11/21/2024
‘Articulate the alpha!’ Arbuthnot’s Osman tells fund managers
Arbuthnot investment head Eren Osman believes fund managers need to ‘surgically’ demonstrate how they generate alpha as the ETF threat to their existance grows.
11/21/2024
Liontrust to Integrate Global Fixed Income Team into Liontrust Multi-Asset Team
Both the MA and GFI teams believe there will be greater diversity in interest rate policies around the world going forward.
11/21/2024
JTC Recognised Again at Wealthbriefing Channel Islands Awards
Recognition at the Wealthbriefing Channel Islands Awards concludes another highly successful year for JTC’s PCS team
11/20/2024
Nordea completes the acquisition of Danske Bank’s personal customer and private banking business in Norway
The acquisition is an ideal strategic fit for Nordea and will strengthen Nordea’s market position in Norway among household customers.
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.