05/01/2024
Stephens Announces New Shreveport Location for Its Private Wealth Management Group
The new office at 7600 Fern Ave, Building 1300, is home to a dedicated team of Stephens financial advisors with deep roots in Louisiana.
Wealth and Asset Management
05/01/2024
AIA Singapore unveils wealth strategy and ambitious plans to be the top insurer in the wealth segment
The increase in regional and domestic wealth primes AIA Singapore's wealth strategy with the launch of AIA Wealth Centre to provide bespoke experiences for customers in Singapore.
05/01/2024
More from Fewer: The Growing Role of Ultra-Wealthy Donors
The Altrata report defines “ultra-wealthy” or “ultra-high-net worth” (UHNW) donors as having a net worth of $30 million or more.
05/01/2024
Integrating ESG in practice for charities
Many charities view ESG investment as a combination of risk management and values-based investing because a lot of charities conflate ESG investing with ethical investing. But the two are not the same thing.
05/01/2024
Ardevora four return with new funds business
Ben Fitchew is one of the quartet of fund managers launching Hueristik Capital a few months after their former employer Ardevora shut down.
05/01/2024
Engaging The Next Generation Of Women In Wealth Management
This is in addition to the $10 trillion in total US household financial assets women already control.
05/01/2024
Private equity boom in the UK’s wealth management sector
Private equity could be the right product answer for the wealthy in the UK according to some experts in the field.
05/01/2024
ADIB Recognized as UAE’s Best Bank for High-Net-Worth Individuals in Euromoney Global Private Banking Awards 2024
The Euromoney Private Banking Awards, renowned in the global private banking and wealth management domain, spotlight institutions that demonstrate exceptional commitment to meeting the evolving needs of their customers.
05/01/2024
Asset managers show signs of shift towards investor-centric strategies
The survey conducted by WBR Insights for Northern Trust has revealed evolving priorities within the asset management industry.
05/01/2024
Coutts partners with JPMAM to launch alternatives fund
The Coutts Diversifying Alternatives Multi-Manager fund seeks to deliver returns with minimal sensitivity to traditional markets.
05/01/2024
Chancellor Hunt warns FCA over ‘name and shame’ plans
The regulator is consulting on plans to name firms under enforcement investigation when it is in the public interest, but the industry is fiercely opposed.
05/01/2024
Swiss equities back on the radar
First, the underperformance needs to be contextualised against the global equity landscape.
04/30/2024
Abrdn completes sale of €8.6bn European private equity business
The asset manager sells the division to Nasdaq-listed alts specialist Patria Investments in a €117m deal.
04/30/2024
HSBC Holdings plc 1Q 2024 Earnings Release
Annualised ECL as a percentage of gross loans and advances to customers was 30bps in 1Q24, including held for sale balances.
04/30/2024
EFG extends buyback of shares to fund its variable deferred share-based employee compensation
The purchase is being executed through open market purchases in a market-sensitive manner by a third party.
04/30/2024
SJP sees drop in inflows as it works on review of business
Both programmes are proceeding in line with our plans and expectations, and the financial guidance associated with each of these remains unchanged.
04/30/2024
Morgan Stanley Wealth Management net revenues at nearly $7bn in Q1 2024
The wealth management arm of Morgan Stanley recorded net revenues of $6.9bn in Q1 2024, up from $6.55bn year-on-year.
04/30/2024
Wealth Management M&A Landscape Remains Active
Given those challenges, some observers thought M&A would suffer mightily.
04/30/2024
Maxim Group Expands its Fixed Income Group with the Addition of Stephen Read, Mark Koontz, and Tim Reilly
These additions position Maxim to expand its personalized services into new verticals, including bankruptcy claims and distressed bonds.
04/30/2024
J.P. Morgan Private Bank releases inaugural report on global family offices
Survey data reveals top objectives, investment preferences and management trends for ultra-high-net-worth families