Topics: Wealth Management

Wealth Immigration Trends 2024: Top Destinations and Outflows Revealed

Discover the leading nations for millionaire migration in 2024. Insights from New World Wealth.

Discover the leading nations for millionaire migration in 2024. Insights from New World Wealth.

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GAM Transfers Ireland Fund Management Subsidiary to Apex Group

GAM Fund Management completes the transfer of its Irish subsidiary company to Apex Group, enhancing operational efficiency in the financial services sector.

GAM Fund Management completes the transfer of its Irish subsidiary company to Apex Group, enhancing operational efficiency in the financial services sector.

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Controlling personal finance and budgeting app

UBS’s Asset Management Launches First Tokenized Investment Fund

UBS Asset Management has launched its inaugural tokenized investment fund, highlighting a significant trend in the evolving financial landscape.

UBS Asset Management has launched its inaugural tokenized investment fund, highlighting a significant trend in the evolving financial landscape.

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Bain Capital Invests in UK Wealth Management

Explore Bain Capital's investment in a UK network of financial advisors, underscoring the rising trend of private equity in investment strategies.

Explore Bain Capital\'s investment in a UK network of financial advisors, underscoring the rising trend of private equity in investment strategies.

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Buy Land & Vacant Lots on Easy Monthly Payment Plans

InvestGB Partners with Avaloq for Digital Wealth Elevation

Gulf Capital's InvestGB collaborates with Avaloq to enhance wealth and investment management through innovative digital solutions.

Gulf Capital\'s InvestGB collaborates with Avaloq to enhance wealth and investment management through innovative digital solutions.

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BlackRock and Partners Group Launch U.S. Wealth Fund

BlackRock and Partners Group unveil a groundbreaking fund, offering U.S. investors access to private equity, credit, and real assets in one portfolio.

BlackRock and Partners Group unveil a groundbreaking fund, offering U.S. investors access to private equity, credit, and real assets in one portfolio.

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Buy Land & Vacant Lots on Easy Monthly Payment Plans

HSBC Expands UK Wealth Management Amid Competition

HSBC launches a recruitment drive to double its UK wealth operations, aiming to strengthen its market position against rising competition.

HSBC launches a recruitment drive to double its UK wealth operations, aiming to strengthen its market position against rising competition.

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Quilter Acquires NuWealth to Boost Digital Services

Quilter, the FTSE-250 wealth manager, enhances digital capabilities with the acquisition of fintech firm NuWealth, supporting clients and advisers.

Quilter, the FTSE-250 wealth manager, enhances digital capabilities with the acquisition of fintech firm NuWealth, supporting clients and advisers.

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Wealthy Individuals Flee UK for Italy’s Allure

Explore the trend of affluent individuals relocating to Italy from the UK and beyond, seeking new opportunities and lifestyle enhancements.

Explore the trend of affluent individuals relocating to Italy from the UK and beyond, seeking new opportunities and lifestyle enhancements.

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HSBC Holdings Unveils $3B Buyback and Income Boost

HSBC Holdings (HSBA.L) announces a $3 billion share buyback and upgrades its income outlook, demonstrating resilience against global interest rate cuts.

HSBC Holdings (HSBA.L) announces a $3 billion share buyback and upgrades its income outlook, demonstrating resilience against global interest rate cuts.

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Eurizon and Eurobank: Strategic Funds Expansion in Greece

Discover how Eurizon and Eurobank are collaborating to enhance fund offerings in the Greek market, driving investment opportunities forward.

Discover how Eurizon and Eurobank are collaborating to enhance fund offerings in the Greek market, driving investment opportunities forward.

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European Long-Term Investment Funds Garner €46bn Inflows: H1 2024 Insights

Explore the surge in long-term fund inflows in Europe, with equity funds leading the way. Morningstar's report sheds light on the market dynamics for June and H1 2024.

Explore the surge in long-term fund inflows in Europe, with equity funds leading the way. Morningstar\'s report sheds light on the market dynamics for June and H1 2024.

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Morgan Stanley’s Wealth Business Struggles Despite Profit Jump

Despite a 40% rise in quarterly profits, Morgan Stanley's wealth unit faces challenges attracting assets in a high-interest rate environment.

Despite a 40% rise in quarterly profits, Morgan Stanley\'s wealth unit faces challenges attracting assets in a high-interest rate environment.

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Citi Exceeds Profit Expectations with Investment Banking Surge

Dive into Citi's impressive profit growth driven by a surge in investment banking and services strength. Stay informed with our detailed analysis.

Dive into Citi\'s impressive profit growth driven by a surge in investment banking and services strength. Stay informed with our detailed analysis.

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Vontobel Acquires Significant Minority Stake in London’s Ancala Partners

Vontobel completes acquisition of stake in Ancala, a leading private infrastructure manager based in London. Stay updated on the latest investment news.

Vontobel completes acquisition of stake in Ancala, a leading private infrastructure manager based in London. Stay updated on the latest investment news.

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Bain Capital to Acquire Envestnet in $4.5B Deal

Bain Capital's acquisition of Envestnet will take the wealth technology platform private, closing in Q4. Stay updated on this $4.5B transaction.

Bain Capital\'s acquisition of Envestnet will take the wealth technology platform private, closing in Q4. Stay updated on this $4.5B transaction.

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BNP, UBS Eyeing HSBC's German Wealth Unit Sale

BNP Paribas SA and UBS Group AG among potential buyers for HSBC's German wealth management unit, valued at 300-600 million euros.

BNP Paribas SA and UBS Group AG among potential buyers for HSBC\'s German wealth management unit, valued at 300-600 million euros.

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Hong Kong’s New Investor Visa Program Attracts Over HK$10 Billion Inflows

Discover how Hong Kong is luring wealthy individuals and families with its new investor visa program, bringing in over HK$10 billion in investments.

Discover how Hong Kong is luring wealthy individuals and families with its new investor visa program, bringing in over HK$10 billion in investments.

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Sidekick Raises £8.5M for Wealth Management Platform

Sidekick secures £8.5M for its wealth management platform, fueling client expansion, product development, and licensing ambitions in Europe. Learn more about the investment and growth plans here.

Sidekick secures £8.5M for its wealth management platform, fueling client expansion, product development, and licensing ambitions in Europe. Learn more about the investment and growth plans here.

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Santander AM Enters Listed FX Market at Eurex with Deutsche Bank

Santander Asset Management makes a strategic move by entering the FX derivatives market at Eurex, with support from Banco Santander and Deutsche Bank.

Santander Asset Management makes a strategic move by entering the FX derivatives market at Eurex, with support from Banco Santander and Deutsche Bank.

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FE fundinfo Bolsters Presence in German Wealth Management Market Through Dericon Acquisition

Discover how FE fundinfo's strategic acquisition of Dericon, a prominent German FinTech firm, is set to expand its reach in the German wealth management market, enhancing its regional capabilities.

Discover how FE fundinfo\'s strategic acquisition of Dericon, a prominent German FinTech firm, is set to expand its reach in the German wealth management market, enhancing its regional capabilities.

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Janus Henderson acquires European ETF provider Tabula IM

Janus Henderson announces acquisition of European ETF provider Tabula IM, expanding their investment offerings in the region.

Janus Henderson announces acquisition of European ETF provider Tabula IM, expanding their investment offerings in the region.

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Julius Baer completes sale of Italian asset manager Kairos Partners to Anima Holding

Julius Baer completes the sale of Italian asset manager Kairos Partners to Anima Holding, marking a significant transaction in the financial industry.

Julius Baer completes the sale of Italian asset manager Kairos Partners to Anima Holding, marking a significant transaction in the financial industry.

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Goldman Sachs Sells Marcus Invest to Betterment

Goldman Sachs is exiting its digital investment advisory unit Marcus Invest by selling its accounts to robo-advisor Betterment. Learn more here.

Goldman Sachs is exiting its digital investment advisory unit Marcus Invest by selling its accounts to robo-advisor Betterment. Learn more here.

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