09/18/2024
PIMFA WealthTech opens applications for cyber security Tech Sprint
Business continuity and protection for both the organisation and their clients is paramount
Wealth and Asset Management
09/18/2024
Partners Group teams up with Mediobanca Private Banking
The Italian bank’s high-net-worth clients will have access to Partners Group’s evergreen private equity strategy that’s been running for 17 years.
09/18/2024
Corum acquires Aargau asset manager
Independent asset manager Corum has acquired Menziken-based Sensusplus.
09/18/2024
‘Business as usual’ at EQ and Quilter after Hawksmoor SDR suspension
EQ Investors and Quilter do not have immediate plans to follow rival Hawkmoor’s move and temporarily suspend sustainable services to new clients due to lack of SDR clarity.
09/18/2024
“We’re moving back into an environment that’s more conducive to hedge funds”
The term means that most private-client wealth is held by clients who need income more than capital gains.
09/18/2024
Diversity Project Europe: Just 20% of asset managers track social mobility
Ratio of women in asset management declines with seniority
09/17/2024
Business Awards UK 2024 Wealth Management Awards Winners and Finalists Announced
Revealing the winners and finalists of the 2024 Wealth Management Awards at Business Awards UK.
09/17/2024
UBP expands its asset management business with new staff
His appointment aims to implement a consistent strategy across all markets
09/17/2024
Brooks Macdonald to acquire Lucas Fettes Financial Planning
Long-standing relationship culminating in acquisition
09/17/2024
Wealth management sector on the rise, but challenges are piling on
One of the most pressing challenges that the wealth management sector is facing is the shortage of skilled talent.
09/17/2024
Corum acquires Aargau asset manager
Independent asset manager Corum has acquired Menziken-based Sensusplus.
09/17/2024
Succession planning delays leading to transition hiccups
Even among those who do, a notable 24 per cent acknowledge difficulties in integrating the next generation into business life.
09/17/2024
Farrer & Co advises Canaccord Genuity Wealth Management on the acquisition of Brooks Macdonald Asset Management (International) Limited
Farrer & Co acted as legal advisor to CGWM UK in connection with the transaction, which represents a significant addition to CGWM UK’s international operations.
09/17/2024
Family offices expected to ramp up real estate dealmaking as rate cuts begin
The impacts were felt across private market strategies with closed-end real estate funds posting an average negative return in 2023
09/17/2024
Will the Fed cut interest rates by 0.5% right away? More from our Global CIO Private Bank, Michael Strobaek
Many experts were sure at the time that this massive increase in the cost of credit would completely stifle economic growth in the USA – and this fear still exists.
09/16/2024
Deutsche's Rocchi 'not into loss leaders' on family office business
Private banks need to ensure family offices clients are profitable and not just sat in cash, says Deutsche's head of ultra-high-net-worth individuals and family office investment advisory, emerging markets.
09/16/2024
EFG private banker relocates from Switzerland to Dubai
A private banker that has had stints in Hong Kong and Zurich, has relocated to Dubai.
09/16/2024
Italian private bank Banca Generali bids for broker Intermonte
Wealth managers such as Banca Generali are increasingly focused on the succession issues faced by the myriad Italian businesses that sprang up during the post-war boom.
09/16/2024
JTC To Acquire Citi Trust
The acquisition brings with it an experienced senior management team with over 150 years of collective trust experience, supported by a skilled global employee base.
09/16/2024
Wealth manager City & Merchant goes into liquidation
The FCA said it imposed restrictions because it had “serious concerns” the firm was not capable of being “effectively supervised” by the authority.