08/30/2023
Vontobel launches private markets offering
Our collaboration with Portfolio Advisors, LLC is the first step we are taking in the implementation of our private markets strategy
Wealth and Asset Management
08/30/2023
The Rise of Engagement: Opportunities for Wealth Managers
This can range from operational improvements to addressing climate change issues in their corporate strategy.
08/30/2023
Wealth management specialist announces launch of Newcastle city centre office
Operating from Portland House will help the business to benefit immediately from sustainable office space which will accommodate its future needs as operations expand and workforce numbers increase.
08/30/2023
UBS Set for Record Quarter, Plenty of Questions After Takeover
More important than the numbers will be indications of progress in integrating Credit Suisse, particularly with respect to the wealth management business and the future of its Swiss unit.
08/30/2023
Hedge fund veteran lined up to take the helm as GAM chief executive
Activist investor group has named Randel Freeman as its preferred candidate to lead the Swiss asset manager
08/30/2023
Goldman’s woes show how difficult it is to crack advice market
They also have their divisions, and mastery in one area does not always mean you can succeed in another.
08/29/2023
Quilter Cheviot MPS now available on three additional platforms
We have been working closely with platforms for over a decade now
08/29/2023
Credit Suisse Second Quarter Loss Reportedly $4 Billion
Even with such a loss by Credit Suisse, UBS could see a profit of nearly $35 billion in the second quarter
08/29/2023
Asset managers target Ireland’s rising number of affluent individuals
Strong economic growth has boosted prosperity and increased the demand for financial planning and investment advice
08/29/2023
Twelve Wealth Management is Trader of the Week
Twelve Wealth Management provides face-to-face financial advice to private and corporate clients, covering areas such as inheritance tax, investment and retirement planning.
08/29/2023
A Discussion About the Executive Change at Bellevue
Today, Bellevue's healthcare investment expertise is internationally sought after and valued.
08/29/2023
GAM Holding AG Concludes Successful Discussions with Newgame
This short-term financing will remain until it is replaced by the proceeds of a convertible bond to be issued by GAM in an amount of about CHF 25 million.
08/28/2023
Why the rich stay on sidelines of sustainable investing
The good news is that there is recent research linking improved financial outcomes to various sustainable investing approaches.
08/25/2023
LLB Group with significant increase in profit
The LLB Group invests in further growth.
08/25/2023
Former Odey AM boss severs family business ties
Odey's former wife and onetime JO Hambro Capital Management CEO Nichola Pease, remains a director of the businesses, which according to their latest accounts handle investments totalling a combined £50m.
08/25/2023
Syz to pay for external asset manager software for partners
The private bank has inked a deal with software provider Wize.
08/25/2023
Close AM rethinks bonuses for newbies
CBAM changes its bonus structure to keep new wealth managers incentivised after senior Investec W&I wealth manager declined an offer from the firm.
08/24/2023
US dollar poised for a soft landing
lsewhere, their conviction in AI continues to improve.
08/24/2023
Liontrust’s bid for GAM collapses with Swiss group’s future in balance
Swiss asset manager speaks to shareholder group about bridge financing in wake of the Liontrust takeover failing to pass muster.
08/24/2023
Pictet WM sustainability head unpicks tricky ESG definitions
With sustainable investing goalposts moving all the time, wealth managers must stay on top of the changes and explain them to clients.