06/27/2024
UBS Creates New Wealth Unit in Khan, Karofsky Strategy Reboot
GWM Solutions to bring various wealth offerings together: memo
Wealth and Asset Management
06/27/2024
Liontrust profit drops 23% after outflows worsen in 2023
Despite an uptick in the asset manager’s share price since the start of the year it has continued to bleed funds
06/27/2024
Sygnum Onboards 20+ banks to Enable Regulated Crypto Services For Third of Swiss Population
This enables their end-clients to buy, hold, trade, earn, and transfer cryptocurrencies in a fully regulated environment.
06/26/2024
Driving Personalized Financial Engagement in Wealth Management: St. James’s Place Approach
How St. James’s Place leverages Salesforce’s Financial Services Cloud and Ortec Finance’s OPAL
06/26/2024
Andrea Solana Wins Prestigious Women in Wealth Award at Private Banking & Wealth Management London Awards 2024
This recognition motivates us to continue advocating for inclusion and leadership opportunities for women.
06/26/2024
AstroBank wins private banking award
The announcement noted that this marks the second consecutive year the bank has received this accolade.
06/26/2024
Swiss private banks’ M&As hit historic low
Many private banks have focused on relationship manager hires.
06/26/2024
Why we need to talk more about the SNB balance sheet
The dust that the decision of the Swiss National Bank (SNB) kicked up last Thursday has settled.
06/26/2024
Financial advisers should prepare for ‘surge in new clients’
Overall, 19% of respondents said they do not have time to manage their investments or admit to doing a bad job and needing help.
06/25/2024
Tatton Asset Management announces audited final results for the year ending 31 March 2024
The Group exceeded its three-year ‘Roadmap to Growth’ strategy, which set an ambitious target of £15.0bn AUM/AUI3 by 31 March 2024
06/25/2024
Macquarie Asset Management announces final close of global opportunistic real estate fund
Macquarie Asset Management’s Real Estate division is a global real estate investment business with a track record of identifying and investing in sectors backed by global megatrends.
06/25/2024
Dubai ranks 12th in Julius Baer’s Global Wealth and Lifestyle Report as relative ‘cost of living’ remains competitive compared to major global cities
Dubai is the 6th most expensive city in Europe, Middle East, and Africa (EMEA) and 12th in the global ranking of the Lifestyle index
06/25/2024
Two former UBS asset managers want to show the big players
There they gained practical know-how in the areas of risk modeling, optimization and portfolio construction before taking the step into self-employment.
06/25/2024
VSKB takes legal steps against Zurich ‘wealth manager’
Bank association and regulators warn against using WFM International.
06/25/2024
Objectway secures Eleventh Consecutive Award – Sixth Straight “Best Wealth Management System” Title – from Goodacre UK
The unwavering leadership is a tangible outcome of the long-standing and ongoing recognition from clients and market experts.
06/25/2024
Canada Life Asset Management Appoints Northern Trust for Asset Servicing Solutions
Supports Manager’s Focus on Operating Model Efficiency and Data Quality as Strategic Asset Servicing Provider
06/25/2024
Asset managers increasingly integrating tech into operations, survey finds
The investment management community at large is doubling-down on strategies underpinned by a data-driven approach and supported by integrated technologies.
06/25/2024
Praxis shortlisted for Trust Company of the Year in prestigious STEP Awards
At Praxis, we continuously strive to maintain the highest standards of service, and to nurture the current and future generations of practitioners.’
06/25/2024
Artificial intelligence in wealth management: friend or foe?
Demir Avigdor, head of UK Private Banking, Standard Chartered, examines the impact of AI on the client experience
06/25/2024
Oakglen Wealth launches IHT Solution in partnership with Toscafund AM LLP
In this piece we bring to you the exciting news of Oakglen Wealth partnering with the specialist investment manager Toscafund Asset Management LLP, to launch our new AIM Inheritance Tax Service.