06/21/2024
But many wealth managers and financial advisors do not have the tools and systems needed to effectively track and manage ESG and climate risks and the industry needs to invest heavily to improve.
06/21/2024
Building on the disciplined strategy execution and capital management of the past years, it will focus on scalable growth through client excellence.
06/21/2024
The global investment outlook is likewise far from symmetrical.
06/21/2024
The findings from Invessed’s “Defining Wealth for a New Generation” report underscore an urgent call for innovation to meet the needs of this emerging client base.
06/21/2024
The addition of HSBC's German private bank would boost ABN Amro's assets under management by 26 billion euros from about 70 billion euros
06/21/2024
The week’s top asset management stories, all in one place
06/20/2024
The merger also affects parts of the Aegon TargetPlan fund range, which is aimed at workplace pension schemes and invested in the strategy.
06/20/2024
They also signalled that clients are being driven by the effects of the recent cost-of-living crisis, to favour income over growth.
06/20/2024
In today’s competitive landscape, hyper-personalisation differentiates wealth managers, attracting and retaining customers while driving growth
06/20/2024
ZEDRA and CreaPartners will bring together the best of both our organisations.
06/20/2024
German lender needs to rely on its own expertise, says division’s new boss Claudio de Sanctis
06/20/2024
Environmental and climate concerns are at the forefront for many clients.
06/20/2024
In just two years of activity, OpenWealth's offer, based on high specialisation and diversification, has allowed it to consolidate its position as a leader in the sector in the country.
06/19/2024
Fund investors will receive details of the redemption offer through their custodian and should review the terms and the disclosures that accompany the offer.
06/19/2024
The launch of ChatGPT marked a watershed moment for AI and its adoption, and the range of problems that AI can address keeps growing at a quick pace.
06/19/2024
The reality is that EFG, which is controlled by the Greek-Swiss Latsis shipping family, is in a very strong position.
06/19/2024
Clients’ investment portfolios are being designed to be resilient across multiple economic cycles
06/19/2024
On average, the research found they will retire when they turn 52 years old although as many as one third (35%) intend to retire before they turn 50.
06/19/2024
The fund comprises around 60 securities across various sectors and regions
06/19/2024
Now in their fourth year, the eprivateclient Excellence Awards are designed to recognise outstanding achievements across the UK and offshore private client landscape