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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.

09/25/2024

Global equity boutique Goshawk AM acquires Vermeer IM

The Vermeer Global Fund was launched in December 2016 and domiciled in Dublin

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