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Bristol Planner named SJP Chartered Award winner

She was one of five Chartered Financial Planners shortlisted for the award, which recognises professional standards and commitment.

UniCredit to offer Apollo Clean Transition Equity ELTIF to wealth and private clients

UniCredit becomes the first bank in Italy to offer the ACT Equity ELTIF and one of the first in Europe to provide its clients with investment solutions according the new ELTIF 2.0 directive

Observers Expect Massive Provision Increase at Julius Baer

The bankruptcy proceedings for the various Signa companies are progressing.

Julius Baer and the Elephant in the Room

Reading between the lines, that is likely to be the Signa business empire founded by Austrian investor René Benko.

Northern Trust AM Aims to Double International Revenues

Northern Trust Asset Management had $31.7bn in assets under management in quantitative strategies as of 30 September 2023, out of a total $1.09 trillion.

Guernsey-based Funds Channel Additional £13 billion into UK Economy

The report shows that a significant proportion of this investment into the UK would not have occurred if these funds were domiciled elsewhere.

SJP announces chartered award winners

The new responsible business award was created to celebrate businesses that "aim to have a positive and lasting impact on society".

Private bank CIOs are ill at ease using semi-liquid funds

Semi-liquid funds are often seen as key to unlocking broader private markets adoption, but wealth management firms themselves have issues explaining these structures to clients.

Channel Islands shine in The International Finance Centre Awards 2024 winners’ list

The Channel Islands stood out again with the numbers and the excellence of the winners.

Sygnum raises more than USD 40 million in interim close of oversubscribed financing round

As of the completion of this interim close the company’s post-money valuation stands at USD 900 million.

SJP reports record FUA but inflows fall by almost half

This largely came from significant growth in its pensions arm, which grew by over £6bn in the final quarter of the year

Schroders boss: Advice guidance proposals ‘will not solve advice gap’

The FCA published its advice guidance plans last month. It hopes they will allow more people to access financial advice or support.

Observers expect massively higher provisions at Julius Baer

So far, the institute has set aside 70 million francs on this item.

Excellence: the way for private banks to stand out

A million dollars of short-term deposits is very different to a million dollars invested actively through a discretionary mandate.

CA Indosuez Wealth (Asset Management) celebrates its 10th anniversary in 2024

Its main mission is to serve Crédit Agricole Group entities internationally, as well as their clients and partners, by delivering a high level of service and offering a privileged client experience.

Crédit Agricole SA announces the acquisition of a minority stake in the capital of Worldline

It aims to strengthen this partnership in order to create a major player in payment services to merchants in France.

Capgemini head of capital markets: Four key calls for the wealth sector in 2024

Generational wealth transfer

Quilter platform awarded ‘A’ financial strength rating by AKG

AKG’s assessment of financial strength measures a company’s ability to sustain delivery of its products or services.

Libera and ZWEI Wealth are now working together for manager selection for pension funds

The collaboration enables small and large pension funds to use the latest technology and to take a very broad provider universe into account in every selection.

VENCORA UK Limited publishes definitive notice of the interim result of the public tender offer for all publicly held registered shares in CREALOGIX Holding AG

The definitive notice of the interim result shows that 622,800 CREALOGIX shares were tendered into the offer during the main offer period.

Wealth and Asset Management