05/18/2022
IQ-EQ wins two awards in 2022 Citywealth Magic Circle Awards
Winners were revealed at last night’s black tie gala dinner in London
Wealth and Asset Management
05/17/2022
South African wealth firm aims to ‘disrupt’ UK advice market
South Africa is a well-established market, and it has a lot of positives from an investment perspective.
05/17/2022
Independent firm adds new advisor talent to its roster
Two practices bring with them combined assets of $335 million
05/17/2022
Interview: Singapore-based robo-advisory firm StashAway eyes MENA expansion
Zawya talks to Ramzi Khleif, General Manager – MENA of robo-advisory firm, StashAway, about the emerging investment trends in the region
05/17/2022
4 reasons for South Africa’s shrinking private wealth
“In particular, a large number of South African billionaires have left the country over the past 10 to 20 years."
05/17/2022
PKB Privatbank Adds Banking Veteran to Top Ranks
Malnati who heads human resources at the private bank since October 2021 began her professional career at UBS in 1998.
05/17/2022
Vontobel study finds institutional investors and discretionary wealth managers turning to emerging markets fixed income
The top three reasons that institutional investors globally cite for increasing their allocations included: diversification benefit versus current holdings (56 per cent), highly liquid market (48 per cent) and favorable ESG prospects (47 per cent).
05/17/2022
abrdn launches JISA on Wrap
The JISA will have access to the full open architecture suite of funds currently available to Wrap users and can also accept transfers of funds currently on the platform.
05/17/2022
The road to generational wealth starts with a plan
Building wealth is a priority for many people, and estate planning is a critical component of managing that wealth by ensuring your money is passed on in ways that align with your values.
05/17/2022
SJP makes changes to fund range
The wealth manager said this will increase diversification and reduce manager-specific risk.
05/17/2022
Pictet AM reduces exposure to Chinese equities
The country’s worst covid outbreak is causing disruption to the economy.
05/17/2022
Law firm plans HNW advice launch
He is currently in talks with private equity firms about Wildcat’s expansion plans.
05/16/2022
Elliott raises holdings in British wealth manager Brewin Dolphin
Brewin Dolphin, which provides discretionary wealth management in the UK and Ireland, has a network of more than 30 offices.
05/16/2022
Are Gottstein's Days at Credit Suisse Numbered?
Publicly, Gottstein still has the support of the board, but some are reported to be increasingly concerned that he is not getting the bank's problems under control.
05/16/2022
HSBC Taps Boutique Adviser
Robey Warshaw is working for the bank alongside Goldman Sachs
05/16/2022
Will Inflation Settle Soon?
With central banks on both sides of the Atlantic rapidly hiking interest rates to tackle rising inflation, we look at what could happen next.
05/16/2022
View from the Top: How Bank One sees Private Wealth in Africa shaping up in 2022
To explain more about Investor’s Circle, it started off as a biannual networking event aimed at bringing together private investors, institutions, asset managers and financial service providers.
05/16/2022
EFG Bank’s Head of Wealth Planning for Asia on the Key Virtues
Despite the virus, geopolitical issues and ongoing market uncertainties, the wealth of Asia’s HNW and UHNW population remained robust, and Asia-Pacific remains one of the world’s fastest growing major regions for private wealth.
05/16/2022
New scandal at Quintet
Stott's successor at Quintet is now called Chris Allen
05/16/2022
Indosuez Wealth Management reviews its 20 years of Private Equity Expertise and Presents its Ambitions
With more than US$6.3 billion in investments, and close to US$1 billion in 2021 alone, Indosuez has one of the most comprehensive and competitive platforms dedicated to the unlisted market.