11/30/2023
Schroders wins Investment House of the Year at Risk Awards 2024
Schroders wins Investment House of the Year at Risk Awards 2024
Wealth and Asset Management
11/30/2023
Rathbone Unit Trust Management renamed Rathbones Asset Management
The change in name follows the renaming of Rathbones Group Plc earlier this year.
11/30/2023
7IM launches AI partnership to boost advisers’ productivity
The adoption of the latest advances in generative AI, NLP and large language models will allow 7IM to use AI-technology to build a scalable operating platform,
11/30/2023
New billionaire heirs overtake self-made ones as $5.2 trillion wealth transfer begins
UBS, which counts half the world’s billionaires as clients, found that $150.8 billion was inherited by 53 heirs over the 12 months to April
11/30/2023
BaFin raises alarm over unauthorised Zurich investment house
Supervisory authority warns investors about offers from Swiss Solution Partners.
11/29/2023
The Henley Wealth and Sustainability Report
Besides phasing out fossil fuels, the other two core themes for the upcoming UNFCCC COP28 conference in Dubai, UAE, are building climate-resilient societies and investing in climate solutions.
11/29/2023
Julius Baer Sailing Close to the Wind With Loan
This now means that the bank must plan on reserves once more – Julius Baer is therefore facing an alarming level of risk.
11/29/2023
All the winners of the 2023 PA Wealth Partnership Awards
Rewarding excellence where wealth and asset managers work together for the benefit of end-investors
11/29/2023
Schroders secures two prestigious accolades at Financial News’ Excellence in Institutional Fund Management Awards 2023
Schroders was also named runner up for UK Manager of the Year, as was Peter Harrison, Schroders Group Chief Executive, for Industry Personality of the Year.
11/29/2023
DWS announces iCapital partnership to deliver global alternative asset strategies to the US private wealth sector
DWS recently confirmed its strategic ambition to leverage the demand from high-net-worth individuals and family offices for access to Alternatives strategies, including real estate, infrastructure and private credit.
11/29/2023
LGT Bank once again among the top ten asset managers in German-speaking Europe
This once again places it among the top ten wealth managers in German-speaking countries.
11/29/2023
Impax Asset Management Group plc Results for the year ended 30 September 2023
The Company is currently interviewing US-based candidates with a view to appointing a new USbased Non-Executive Director in due course.
11/29/2023
Close Brothers looks for platform tech partner; SEI and Pershing frontrunners
Sources told NMA the current technology used by the wealth manager is being reviewed, and that the business may apply for custody permissions with the FCA.
11/29/2023
Julius Baer – from now on a question of faith
Julius Baer serves up the bad news in slices.
11/29/2023
SimplyBiz launches additional support package for discretionary wealth management firms following regulator’s ‘Dear CEO’ letter
It also gives firms an insight into the supervisory activity the FCA intends to carry out.
11/29/2023
Odey AM applies to cancel FCA authorisation
Winding down process
11/28/2023
Indosuez Wealth Management wins two Global Private Banking Awards
The awards recognise Indosuez's expertise and its ability to offer tailor-made, creative and high value-added solutions to its clients, particularly UHNWs, by drawing on its experts around the world.
11/28/2023
Indosuez Wealth Management Italy wins the "Wealth Protection" award
This award recognises our bank's ability to protect large assets in an uncertain and ever-changing scenario.
11/28/2023
Waverton sees £500mn of inflows from advisers in past year
The firm has 700 advice firms as clients.
11/28/2023
SJP: More Wealth, More ESG Focus
The wealthiest Hongkongers and Singaporeans prioritize ESG and sustainability factors the most when investing, according to a survey by St. James’s Place (SJP) Asia.