10/01/2024
Wealth managers expect AI to transform their business
About nine in ten investors believe AI can be used effectively for researching financial products and services
Wealth and Asset Management
09/30/2024
Altum Group Achieves Double Honour with Two Trustees Named in Citywealth’s Top 25 Under 40
The inclusion of Joanna and Suzanne reflects not only their individual achievements but also Altum Group’s commitment to nurturing top talent and delivering world-class service.
09/30/2024
Gabriele La Monica: «Andrea Orcel Will Succeed»
The Germans, and partially the French, are used to seeing Italy as a discount store where they can buy interesting brands at low prices.
09/30/2024
Citi Private Bank uncovers family offices top priorities
Navigating Interest Rate Evolution, Asset Preservation and Meeting Family Expectations
09/30/2024
Compliance specialist starts her own business
The company specializes in outsourcing compliance and risk management functions for asset managers in Switzerland and Liechtenstein.
09/30/2024
Kingswood group assets rise 8.3% as losses reduce
The statutory loss before tax for the period was £5.9m, an improvement of £3.9m against the restated comparable period last year
09/30/2024
Deutsche Private Bank shakes-up investment arm
The private bank sets up a new division focusing on ultra-high-net-worths, family offices and other professional clients.
09/30/2024
Ninety One makes final close European private credit fund at €150m
The fund aims to provide “tailored asset-based private credit solutions to underserved non-sponsored borrowers in European mid-markets”.
09/27/2024
Abrdn Founder Martin Gilbert Eyes Private Bank
Following this, Andbank conducted a due diligence review.
09/27/2024
Lombard Odier officially opens its new Antwerp office
The office aims to strengthen the Bank’s proximity to its Belgian clients, particularly in the Dutch-speaking area.
09/27/2024
More than a quarter of SJP's funds do not deliver value
Of the 45 funds within the SJP range, 70 per cent were deemed to represent good value - a 10 percentage point increase on last year’s total.
09/27/2024
Investec announces new 60% LTV mortgage for high-net-worth clients
The interest rate environment has really improved for borrowers
09/27/2024
State Street Global Advisors gears up for new ETF disruption
Senior executive says strategy not only takes in private asset potential, but structured products and wealth management
09/26/2024
Family offices shift outlook from caution to optimism
For family offices, a strong 2024 financial performance and optimistic outlook signal a return to normalcy after several years of economic upheaval.
09/26/2024
Banque Havilland (Monaco) enters into exclusive negotiations
The Consortium will be well positioned to strengthen the balance sheet and build the business going forward.
09/26/2024
Schroders Capital receives regulatory approval for first wealth LTAF
The majority launched to date have allowed defined contribution (DC) investors to access private markets and have been structured as Authorised Contractual Schemes.
09/26/2024
Saxo Bank Aims for the Crown in Switzerland
Since the collapse of Flowbank, it has become clear that competing in the Swiss digital banking market is no easy feat.
09/26/2024
SEB Implements Broadridge’s International Post-Trade Processing Solution
Transforming, simplifying and optimizing the trading and operations lifecycle while extending strategic relationship
09/26/2024
Saga of Banque Havilland: Entry of a Heavyweight
One name in particular stands out: Martin Gilbert, founder of the asset manager Aberdeen (now Abrdn), is a heavyweight in the industry.
09/25/2024
ABN AMRO & Techstars Future of Finance Accelerator class of 2024 announced
They will also gain invaluable exposure to ABN AMRO’s operations, with the opportunity to explore commercial pilots with the bank.