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Asset Manager: First three places in environmental study remain empty

Greenpeace Switzerland , which commissioned the study, is calling on asset managers to adopt stricter stewardship practices.

Scalability in UK Wealth Management: Turning Challenges into Opportunities

The conversation started with a clear consensus: the industry is grappling with scalability. As costs climb and revenues plateau, firms are compelled to enhance their scalability, both in the short and long term.

Indosuez Wealth Management announces the launch of the Indosuez Funds - Impact* fund

Indosuez Funds - Impact is a solution offered to equity investors looking for meaningful routes and keen to include ESG issues in their choices.

Tatton Asset Management sets new £30bn AUM target following revenue surge

The firm’s group revenue for 2023/24 increased by 13.9%

French wealth management startup Ramify raises €11m

The firm's team of quantitative finance researchers, developers, and financial experts promises to offer seamlessly integrated finance, technology, and human expertise to deliver a premium client experience.

Canoe Intelligence collaborates with QPLIX

QPLIX, the European wealth management platform, and Canoe Intelligence are establishing an alliance.

Private Bank Mirabaud Seeks Swiss Disruptors

Under these premises, its’ no wonder that under these premises, wealthy individuals are increasingly approaching their banks to invest in such companies.

Norwegian Asset Manager Expands Presence in Switzerland

DNB Asset Management continues its growth trajectory, especially in Switzerland.

SIX Launches New Global Equity Indices

The new indices come in response to the growing appetite from financial institutions to gain a clearer view of the stocks and markets in which their clients’ money is invested, as well as their performance.

ABN AMRO moving quickly to meet its clients’ demands

ABN AMRO is actively adapting its products and offerings to meet the evolving needs of its customers through a dual approach.

Largest Norwegian bank debuts first Swiss private banking office

DNB’s representative office will be led by Per Haakon Utnegaard and Sofia Seckinger.

Co-investments in private assets lower fees and expand options

Rapallino noted that some single FOs upscaled and “institutionalised their operations by hiring investment, due diligence, compliance and legal directors.”

How to choose a wealth manager

A wealth manager can help you avoid this fate, but entrusting your financial future to someone else is a big decision.

Nordic group invests in UK wealth manager in expansion push

Fidelius, with offices in Bath, Cheltenham, Chelmsford, London and Mansfield in the UK, offers a suite of advisory services, including wealth management and employee benefit mortgages, as well as specialist advice to returning expats.

Schroders launches Emerging Markets Value Fund for UK investors

Its process follows a strict valuation discipline which only invests in assets the managers believe are sufficiently undervalued.

Go easy on VC and stick with secondaries, say private bank CIOs

Investors should take private equity plunge but beware poor managers, say leaders from Europe’s biggest private banks.

Schroders’ Peter Harrison: ‘I had massive imposter syndrome when I walked through the door’

The outgoing CEO of the fund giant says asset management is hugely undervalued across the world. Can his successor keep up?

UBS announces voluntary redemption offer of Credit Suisse Supply Chain Funds to its investors

The offer is intended to provide fund investors with security, an accelerated exit from their positions and a high level of financial compensation.

9 in 10 SIPP millionaires are male

The top funds invested in by Hargreaves Lansdown’s SIPP millionaires (in terms of assets) were Fundsmith Equity and Lindsell Train Global Equity

EFG Bank AG successfully places debut CHF 370 million dual-tranche domestic senior unsecured bonds

The bonds are expected to be included in the domestic segment of the Swiss Bond Index (SBI).

Wealth and Asset Management