04/21/2022
SEI Reports First-Quarter 2022 Financial Results
SEI Investments Company today announced financial results for the first-quarter 2022
Wealth and Asset Management
04/21/2022
Guernsey Finance launches Effective Philanthropy report at seminar
To demonstrate this, Guernsey Finance, the promotional agency for Guernsey’s financial services sector, is hosting a seminar on 28 April in London.
04/21/2022
UBS to Launch Alternatives Program for Ultra-Wealthy Clients
The firm’s new advice-only program is aimed at institutional and ultra-high-net-worth investors with at least $25 million to invest.
04/21/2022
PIMFA's financial crime conference to be the first in-person conference since covid-pandemic
PIMFA’s Financial Crime Conference to be first in-person conference since Covid pandemic
04/21/2022
Zoe Announces Hiley Hunt Wealth Management as Part of the Zoe Advisor Network
The firm currently manages $165 million in Assets under Management.
04/20/2022
Quilter reports resilient gross and net flows
Our resilient overall performance throughout this period has underlined both the strength of our advice-based model and demonstrated the potential of our transformed business.
04/20/2022
Credit Suisse expects first-quarter loss after boosting legal provisions
Ad hoc announcement pursuant to article 53 LR
04/20/2022
Itaú Private Bank's Miami flows hit record as Brazilians flock offshore
On the one hand, there was a scenario that benefited them with FX rates going down and on the other hand interest rates are so high [in Brazil] that clients right now do not want to stay on the local fixed income side.’
04/20/2022
GAM Holding AG Releases Interim Statement For The Three-Month Period To 31 MArch 2022
The client will be moving approximately CHF 10.5 billion of funds and approximately CHF 1.0 billion will remain with GAM.
04/20/2022
AMP confirms potential sale of investment management unit
The firm said that it is in talks with multiple parties, including real estate firm Dexus, regarding the potential sale of the assets and businesses of the unit.
04/20/2022
Tatton AM buys 50% of DFM for £7mn
Tatton AM said the DFM’s model portfolios and funds will complement its existing proposition.
04/20/2022
Schroders Capital wins €100m private assets impact mandate
German insurance company Barmenia has selected Schroders Capital to run a portfolio of private assets.
04/18/2022
BNP Paribas Wealth Management COO for Asia on Elevating the Platform, Talent and Client Centricity for a Bright and Profitable Future
As the bank improves in all these areas, Long is confident the institution is readying itself for a focused, productive and profitable future.
04/18/2022
VP Bank takes on Asian rivals
The Vaduz-headquartered, boutique wealth manager has been quietly but steadily ramping up its Asian franchise in recent years with several strategic appointments.
04/18/2022
BlackRock: 75 Percent of Assets to be Net Zero-Aligned by 2030
BlackRock isn't alone in seeing carbon-intensive assets as necessary for transition.
04/18/2022
23 Advisors in the UBS Northeast Private Wealth Management Market Named to the Forbes/SHOOK Best-In-State Wealth Advisors List
“Congratulations to our advisors on this momentous industry recognition,”
04/18/2022
Santander Private Bank to recruit up to 20 advisors for Brazil biz
In order to capture and retain clients, the bank has been on a recruiting spree to attract top private banking talent.
04/18/2022
Swiss private bank sets up office in Dubai
ONE swiss bank expands its activities in the GCC and makes the opening of its office in Dubai official
04/18/2022
Harvesting Growth, Harnessing Change - Nikko AM
Russia-Ukraine conflict, lingering inflation concerns weigh on Asian stocks
04/14/2022
Brooks Macdonald flows up but funds fall 3.9%
The firm’s investments underperformed by 4.9 per cent over the quarter