11/11/2022
Miami represents huge opportunity for our US business – Johan van Niekerk
Stonehage Fleming brings decades of experience in working with ultra-high net worth families with complex intergenerational and cross-jurisdictional needs.
Wealth and Asset Management
11/10/2022
Credit Suisse: One Greensill Fund Down, Three to Go
The difference stems from the costs the bank charges for liquidation.
11/10/2022
Rothschild & Co: 2022 – 3rd quarter release
Solid revenue performance despite a more uncertain and difficult environment
11/10/2022
Goldman Sachs Asset Management Partners With Kyriba
The new arrangement will create an end-to-end workflow for investing in money market funds, introducing on-demand connectivity to third-party banking and fintech services.
11/10/2022
Manulife core profit hit by declines in wealth & asset management unit
A soaring inflation has ravaged the Canadian economy which despite slowing to 6.9% from a peak of 8.1% remains way above the 2% target.
11/10/2022
Seventy2 Capital Wealth Management named in 2022 Forbes Top Wealth Management Teams
The Forbes Top Wealth Management Teams list considers several criteria, including service models, investing process, team construct, skill sets, revenue trends, assets under management, and compliance records.
11/10/2022
Deutsche Bank expands support for Egypt’s sustainability ambitions
Joins six bank working group to advise on attracting private finance at scale for transition projects
11/10/2022
Wealth management – the fat years are just beginning
But that doesn't seem to change the forecast that the wealth of wealthy individuals and families will continue to grow in the coming years.
11/10/2022
Vontobel confirms strategy and targets
Vontobel believes that real interest rates are likely to remain in negative territory at least for the foreseeable future, boosting the need for professional advice.
11/10/2022
China is the Only Major Market to Record UHNW Growth
Within the broader region in Asia, the UHNW population fell 3.9 percent to 116,080 individuals with total wealth shrinking 10.5 percent.
11/10/2022
Wells Fargo Draws $2.6B Advisor Team from UBS
Brothers Andrew Perry and Todd Perry and several colleagues joined Wells Fargo in New Jersey.
11/10/2022
Vontobel Bids Farewell to Private Clients in Hong Kong
Vontobel launched a private client business in Hong Kong eight years ago, at a relatively late juncture.
11/09/2022
British financier Evelyn de Rothschild dies aged 91
Businessman expanded the family bank and advised the late Queen Elizabeth on financial matters
11/09/2022
Indosuez Wealth Management’s Arjan de Boer on Encouraging and Developing ESG Adoption in Private Client Portfolios
He joined a lively and insightful panel discussion on September 14 at the Hubbis Investment Solutions Forum in Singapore. We have summarised some of his views in this short review.
11/09/2022
Macquarie Asset Management acquires prime Polish logistic facility
The prime property is targeting an ‘Excellent’ rating under BREEAM’s sustainable building certification scheme and is 100 per cent leased to a leading European logistics operator.
11/09/2022
Quilter closes gilt fund after MPS ditches UK govt bonds
The Quilter Investors Gilt Index fund will close later this month after being dropped from the advice giant’s model portfolio service.
11/09/2022
Evelyn Partners and Anthony Joshua’s 258 MGT launch new financial advice programme for boxing professionals
Evelyn Partners has a strong record of offering market-leading financial advice and planning to sportspeople.
11/09/2022
Why Advisors Fail To Connect With Key Groups Of Clients
When it comes to serving the needs of high-net-worth individual (HNWI) investors, new client segments are emerging, but many wealth management firms are not connecting with the next wave of clients.
11/09/2022
Geneva private markets specialist obtains collective asset manager licence
The collective licence is required to manage the assets of occupational pension schemes, with a few exceptions.
11/09/2022
Close Brothers opens Birmingham branch
The launch into Birmingham follows a series of key hires across the Midlands.