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Wealth and Asset Management

08/02/2024

Wealth managers and financial advisors rush to boost future potential performance tracking

A further four in ten (42%) say they're 'good' and one in four (25%) say their organization is 'average' at tracking the future potential performance of key asset classes.

08/02/2024

Marco Pagliara's One-Way Trip From Switzerland to Singapore

This makes him one of the key leaders in the team of Claudio de Sanctis, the German lender’s global head of Private Bank including wealth management.

08/02/2024

Opinion/Consumer Duty is transforming wealth management but there is still work to be done

Navigating the regulation’s requirements has also brought challenges.

08/02/2024

AXA enters into an exclusive negotiation to sell AXA Investment Managers to BNP Paribas

The total estimated transaction value is expected to be Euro 5.4 billion, representing a multiple of 15x 2023 earnings.

08/02/2024

Crisis not averted: Liontrust’s unhappy GAM anniversary

The week’s top asset management stories, all in one place

08/02/2024

UK investment management industry assets under management grow to £9.1 trillion

The UK investment management industry also remains a global success story, second only in size to the United States.

08/01/2024

Schroders: Half year results to 30 June 2024 (unaudited)

The Board has declared an unchanged interim dividend of 6.5 pence per share.

08/01/2024

Jersey shortlisted for ‘IFC of the Year’ at 2025 Citywealth Awards

The awards, now in their fifteenth year, recognise the excellence of companies and individuals in the private wealth sector, operating in the major international financial centres.

08/01/2024

Evelyn Partners strengthens Northern presence with agreement to acquire Haines Watts’ Leeds, Manchester and Newcastle offices

The teams in these locations provide a wide range of services and solutions to support entrepreneurial, owner-managed businesses.

08/01/2024

Credit Agricole beats estimates and records in H1 2024

Excluding specific items, underlying net income for Credit Agricole Group amounted to €4,389m in H1 2024, up 11.4% compared to H1 2023.

08/01/2024

German family offices investing heavily in private markets

Managers of private market funds are intensively courting wealthy individuals. A report from Preqin shows strong growth in investment from German family offices.

07/31/2024

Berenberg successful signatory to the UK Stewardship Code

It is a decisive criterion for many institutional investors when selecting a suitable asset manager in the UK.

07/31/2024

Intesa sanpaolo: consolidated results as at 30 june 2024

The solid performance of income statement and balance sheet in the first half of the year translated into significant value creation for all the stakeholders

07/31/2024

Deutsche’s Swiss CEO makes dive for first-class family offices

Loïc Voide talks hiring, cost-cutting, inflows and the need for quality over quantity from financial intermediaries.

07/31/2024

Bank Avera presents a pleasing half-year result for 2024

Bank Avera has reported very good results for the first half of 2024

07/31/2024

HSBC Holdings plc Interim Results 2024

We are confident that we have the right strategy and model to grow revenue

07/31/2024

The best private members’ clubs 2024

Welcome to the Spear’s ranking of the best private members' clubs for high-net-worth individuals

07/31/2024

Phoenix Group and Schroders to launch new private markets investment manager with £1bn initial commitment; up to £2.5bn over three years

This will provide scale at inception, with ongoing fundraising led by both Schroders and Phoenix Group.

07/31/2024

Julius Baer criticised by Monaco for poor client controls on transactions worth £135 million

The Commission de Controle des Activites Financieres announced last week that Julius Baer bankers did not have appropriate measures in place for a series of 10 transactions by an unnamed client.

07/30/2024

Schroders Capital launches AI analyst for private equity

Schroders Capital’s proprietary and internal-only platform harnesses the technical expertise of its data science specialists alongside the deep investment knowledge of its private equity team.

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