05/26/2022
Wealth Management Firm Acquired by Irwin Mitchell Division
The acquisition will expand Irwin Mitchell's wealth management team as it seeks to expand its range of wealth services available to clients.
Wealth and Asset Management
05/26/2022
The winners of the Private Banking Switzerland Awards have been announced!
HSBC won for Outstanding International Player in Switzerland, Societe Generale was rewarded for Sustainable and Ethical Investment, and BNP Paribas won for Diversity and Inclusion.
05/26/2022
Schroders puts bond yields under the spotlight
Despite wafer-thin margins of safety from longer-dated yields, Schroders identifies relative value fixed income opportunities.
05/26/2022
How Charles Stanley works with IFAs
When it comes to managing money, good relationships are vital. Here, two of Charles Stanley’s Investment Managers explain the importance of their dealings with Independent Financial Advisers.
05/26/2022
Royal Bank of Canada reports second quarter 2022 results
Net income also benefitted from net favourable tax adjustments in the current quarter.
05/25/2022
UBS CEO Says Wealth Clients Digest Triple Whammy of Shocks
Global investors are jittery as markets navigate a world of rising interest rates, soaring inflation and the impact of China’s strict Covid policies on the global economy.
05/25/2022
How wealth management can futureproof itself
The most recent high-profile investment trends are cryptocurrency and sustainable investing – two vastly different concepts but both enjoying booms worldwide.
05/24/2022
Credit Suisse Private Banking Looks East
Credit Suisse hired the advisors to attract and service family offices, entrepreneurs, and ultra-high net worth individuals (UHNWIs), those with at least $30 million of investible assets.
05/24/2022
HSBC adds structured products to its online trading platform
Asia private banking clients will be able to trade fixed coupon structured products on their mobile phones.
05/24/2022
Morgan Stanley Wealth Management Vice Chair Rick Skae Dies at Age 65
The cause of death was not disclosed. In the memo, Saperstein said he had “lost a lifelong friend” and called it “a true tragedy that his life was cut short prematurely.
05/24/2022
Gottstein Counters Critics and Lays out Path
In the interview, Gottstein said that he has a clear mandate from the board to continue in his position at the Swiss bank which has faced a spate of bad news.
05/24/2022
Schroders announced as a Founding Partner of Progress Together
The new body was launched by Lord Mayor of London Vincent Keaveny and the Economic Secretary to the Treasury, Minister John Glen at Mansion House in London.
05/24/2022
Attitudes to Islamic Wealth Management in a Shifting African Private Wealth Landscape
Africa’s private equity landscape is experiencing a fundamental shift. A budding generation of wealthy individuals are seeking to circumvent dwindling local economies in favour of outbound investments into new markets and alternative assets.
05/24/2022
Is Major Consolidation on the Cards?
Mergers and alliances are therefore likely to occur under the scrutiny of regulatory authorities which have a new-found appetite for intervention, as the ‘live and let live’ doxa popular since the Reagan years is gradually waning.
05/24/2022
UBS CEO: Wealthy Clients Are Remaining Invested
In such uncertain times is where clients need advice on «how to go about their portfolios,» because when things are unclear, that is when it is time to give advice.
05/24/2022
“I am not holding my breath for a soft landing”
Financial markets are not about to return to the normality of past years, says Norman Villamin, CIO Wealth Management, to finews.ch.
05/24/2022
7IM’s revenue jumps 32% after lead generator buy
7IM’s revenue and AUM rose in 2021 after it acquired Findawealthmanager.com and London-based financial planning firm Partners Wealth Management in October 2020.
05/24/2022
BNY Mellon Wealth Management Expands New York Tri-State Region with Four New Hires
They all report to John Ippolito, regional president, New York Tri-State.
05/23/2022
Swiss Life Wealth Managers opens first location for private wealth management in Zurich
The Swiss Life Group is expanding its existing offering in Switzerland, thereby strengthening its position as the market leader for comprehensive pension and financial services.
05/23/2022
Multi-strategy – the ultimate diversifier?
A niche investment two decades ago, multi-strategy hedge funds have grown in popularity.