11/14/2024
Through the generations: the transfer of family businesses is accelerating
This unavoidable rite of passage becomes all the more emotional when the business is a family one.
Wealth and Asset Management
11/13/2024
Spear’s Awards 2024 finalists: HNW Wealth Manager of the Year in association with Locate Isle of Man
This year's finalists for the HNW Wealth Manager of the Year in association with Locate Isle of Man at the Spear's Awards 2024
11/13/2024
Schroder Income Growth Fund plc - Full Year Results
The Company's share price discount to NAV averaged 9.6% during the year and ended the financial year at 10.4%.
11/13/2024
ABN AMRO Bank posts net profit of EUR 690 million in Q3 2024
The rebound of the Dutch housing market was sustained in the third quarter, driving prices to new record levels.
11/13/2024
Tatton Asset Management sees organic inflows rise by 101% in half-year results
Group revenue increased by 23.7% in the six months to 30 September 2024
11/13/2024
KPMG Asset Management CEO Outlook
Asset Management CEOs share their views on economic outlook, return-to-office, ESG and generative AI.
11/13/2024
UBS Wealth’s UK strategy evolves with big Newcastle move
The move to a recently revamped office space at 1 Citygate underlines UBS Wealth’s commitment to the North East and ends speculation it was looking to exit the region.
11/13/2024
Asset Management: Intesa Sanpaolo rationalises activities
The merger and demerger of Fideuram, Fideuram Asset Management SGR and Eurizon Capital SGR will be completed by the third quarter of 2025.
11/12/2024
Two thirds of asset managers expect a significant rise in margin pressure in the next two years
With the continued rise of passive and anticipated market volatility, traditional managers are set to be hit harder
11/12/2024
Mediobanca Banca: Results for 3M ended 30 September 2024 approved
Group revenues totalled €865m
11/12/2024
Ex-Vontobel AM chiefs launch thematic portfolio with Morgan Stanley
Axel Schwarzer and Daniel Seiler’s fully AI-driven asset manager debuts Eqitron Thematic Navigator portfolio.
11/12/2024
Pinebridge Banks on Growing Interest in Asian Investments
Recently, the appointment of a new Head of Switzerland, Liechtenstein and Austria and a Client Relations Manager has strengthened its presence.
11/12/2024
Moving back to founding location: Bellevue Group is moving back to Theaterstrasse 12 / Sechseläutenplatz in Zurich's Bellevue district
This move will simplify the flow of information and ideas between the various teams and benefit the ongoing development of Bellevue’s entrepreneurial corporate culture.
11/12/2024
Intesa Sanpaolo and BlackRock to advance digital wealth management
BlackRock and Intesa Sanpaolo collaborate to promote digital wealth management.
11/11/2024
Banca Generali: 9M 2024 Financial Results
Results increased driven by a recovery of demand for managed solutions, favourable financial markets and operational efficiency
11/11/2024
LGT to acquire Commonwealth Bank of Australia (CBA)’s personal advice business, Commonwealth Private Advice
Once completed, the transaction will solidify its position as a trusted partner for sophisticated private wealth clients.
11/11/2024
Spear’s Awards 2024 finalists: UHNW Wealth Manager of the Year in Association with Guernsey Finance
This year's Spear's Awards 2024 UHNW Wealth Manager of the Year in Association with Guernsey Finance finalists
11/11/2024
Canaccord Wealth publishes latest performance results
As at 30th September 2024, Canaccord had client assets of £34.8 billion and $63.0 billion converted to CAD, year-over-year increases of 9.7% and 19.8% respectively.
11/11/2024
Fulcrum to launch private markets LTAF
LTAF to be offered with a flat fee launching 29 November
11/11/2024
Intesa Sanpaolo and BlackRock collaborate for digital wealth management
The partnership will harness BlackRock’s advanced technology and global investment expertise, marking a step forward for both firms in addressing the evolving needs of investors across Europe.