12/14/2021
CI Financial Reports Record Total Assets of $338.1 Billion for November 2021
All financial amounts in Canadian dollars unless stated otherwise.
Wealth and Asset Management
12/14/2021
Merchant Investment Management buys minority stake in WM
Brainvest partner Dany Roizman says he sees the business expanding across geography, client type and value proposition
12/14/2021
Apex Group provides fund services to RailField Partners
Apex’s fund administration services are the foundation of its single-source solution.
12/14/2021
The Need to Modernize in Trust
Making the case for a transformed business model.
12/14/2021
How is technology and social change driving major transformation in Wealth Management?
The global pandemic was a watershed moment for the Wealth Management industry.
12/14/2021
Multrees eyes adviser market as it bats away PE offers
Having broken into profitability back in 2017, the platform has since grown its assets to £17bn.
12/14/2021
Canaccord Genuity Wealth Management expands UK footprint
Closing is subject to customary closing conditions, including regulatory approval.
12/13/2021
Domestic bias swells for HNWIs
HNWIs with bigger risk appetites tend to invest in international equities
12/13/2021
UBS and iCapital Network Deepen their Strategic Partnership
UBS will leverage iCapital’s technology and solutions to improve efficiency and access to information for wealth management advisors and their high-net-worth clients increasingly seeking private market investments.
12/13/2021
Edelweiss Group increases its stake in its Wealth Management Business to ~ 44%
Consistently outpacing the market, it has reported a strong performance this fiscal too with a 18% growth in Revenue and 69% growth in PAT QoQ.
12/13/2021
Charles Stanley takeover hit by FCA delays
The two have instead secured an alternative date for January 19, 2022 - the first available hearing date in the new year.
12/13/2021
Multrees expands strategic partnership with global asset manager
Multrees was first awarded a mandate by GAM in 2015, covering custody services.
12/13/2021
JTC Directors Win at 2021 Citywealth Future Leaders Awards
These awards champion young professionals in the wealth sector and highlight the leaders of today and tomorrow who are under forty.
12/13/2021
Schroders UK Financial Adviser Survey 2021: Succession planning and sustainability top advisers’ agendas
In its seventh consecutive year, Schroders 2021 UK Financial Adviser Survey* which encompasses views from 203 UK advisers, reveals that succession planning and ESG are at the top of advisers’ agendas we look ahead to 2022.
12/12/2021
Global Market Insights
The market at the moment is largely ignoring strong economic and inflation data and is instead concentrating on potential problems of the type mentioned above.
12/10/2021
Wealth Enhancement Group Joins Forces with Vivid Financial Management
Addition of Six-Advisor Practice Will Bring Wealth Enhancement Group's Total Client Assets to More Than $55 Billion
12/10/2021
Should Sergio Ermotti lead Credit Suisse out of the crisis?
The outrage over the behavior of the president is enormous among numerous employees of the bank, and his apology turned out to be untrustworthy due to later contradictions.
12/10/2021
Bordier & Cie first bank in Switzerland to join forces with leading private equity fintech Moonfare
This Partnership benefits private clients and expands their access to top tier private equity funds through an easy-to-use digital experience via the Moonfare platform.
12/09/2021
Barclays Sets Sights on Asia
The bank had been scaling back operations in several countries in the region, including in Australia, South Korea and Malaysia.
12/09/2021
Citi Private Bank reorganizes LatAm leadership team
Most recently, he worked as team head in Colombia for Citi Private Bank, according to his LinkedIn profile.