03/24/2022
Rothschild head of M&A for Australia Chris Forman dies, 48
We are deeply saddened by Chris’ passing
Wealth and Asset Management
03/24/2022
Greater Bay Area wealthy demand more sophisticated advice
ESG and crypto feature strongly among risk-seeking rich investors in the region
03/24/2022
VT Wealth Welcomes Unhappy Bankers
For the Zurich-based wealth manager, which employs over 30 people, technology, software, and automation play an important role in its services
03/24/2022
UBS Will Allow Some U.S. Employees to Work Remotely Full-Time
Starting with its wealth unit, UBS expects about 10% of its workers in the U.S. to go remote.
03/24/2022
SJP partner firm merges with two financial planning companies
Expansion is ‘testament to the growing demand’ for advice
03/24/2022
Why digital transformations in wealth management must be accelerated
One of the reasons for the wealth management industry’s sluggish adoption of digital transformation is the nature of their work.
03/23/2022
WealthSelect bolsters portfolios
All risk levels within the Managed range of portfolios have seen UK equity exposure reduced following strong performance, while profits have also been taken from holdings in precious metals and natural resources.
03/23/2022
Heightened Risks Undermine “Buy the Dip”
The “buy the dip” mentality appears to be ignoring the fundamental changes under way around the world.
03/23/2022
BCG and SAP Join Forces to Transform Companies into Sustainable Enterprises
The SAP and BCG partnership will help companies tackle the generational challenge of climate change and respond to increasing investor pressure and ever stricter regulations.
03/23/2022
Lombard Odier aims to double assets under management in Middle East in next 5 years
Bank's business in region grew between 10-20% in past 5 years, top executive says
03/23/2022
Annual financial statements of the Credit Suisse Real Estate Fund International as of December 31, 2021
As a result of the portfolio expansion, the positive revaluation of existing properties, and the construction progress of a newbuild project, the market value of the portfolio properties increased to CHF 4,205.5 million (previous year: CHF 4,033.8
03/23/2022
Why are private banks setting up shop in Spain?
The development of the intermediaries Spanish market will be under the remit of Claudia Linares and the bank will strengthen with new hires.
03/23/2022
Liontrust cuts DFM fees on multi-asset ranges
5 bps or more chopped off
03/23/2022
Cresset Advisors Named to Barron's Top Financial Advisors List
The Barron's ranking methodology is based on data provided by approximately 6,000 advisors.
03/22/2022
Julius Baer CEO's Big Payday
The executive board collectively got a raise as well, with the nine members sharing 35.5 million francs in 2021, up from 32.1 million the year before.
03/22/2022
Edelweiss group plans to demerge wealth management arm
The listing will happen through demerger of EWM from EWM holding company (Edelweiss Securities, which was a subsidiary of Edelweiss Financial Services).
03/22/2022
Blackstone Plans Fund for People With Millions Not Billions
The fund would potentially offer multimillionaires exposure to a swath of assets unavailable on public markets, such as Silicon Valley unicorns, closely held corporations and even stakes in other buyout shops
03/22/2022
Coutts to Stop Investing in Russian Assets
In line with our investment principles, we’re removing Russian assets from our client portfolios and funds.
03/22/2022
Mirabaud Announces an Increase in its Assets Under Management, With Positive Net New Money
Mirabaud also continued to expand its Private Equity offering, especially in the areas of lifestyle, impact and innovation.
03/22/2022
Digital Integration in Wealth Management 2022
Operating within an increasingly digital landscape and serving next-generation clients