11/18/2021
Coutts adds mortgage range to Twenty7Tec platform
With a minimum loan amount of £1m, Coutts’ products are aimed exclusively at high net worth clients.
Wealth and Asset Management
11/18/2021
Growing golf: Investec invests for a further four years
The event, hosted by the City of Cape Town for the fifth successive year, will take place at the picturesque Steenberg Golf Club, Cape Town.
11/18/2021
Investec lifts earnings guidance after strong first half
Return on equity (ROE) was 11.2% for the period (1H2021: 5.3%) and return on tangible equity (ROTE) was 12.1% (1H2021: 5.8%).
11/18/2021
Income up 12% at takeover target Charles Stanley
Interim results for the six months ended 30 September 2021
11/18/2021
PraxisIFM and Isle of Man Trustee shortlisted in Magic Circle Awards 2022
Award nominees are selected by a panel of highly-regarded practitioners within the private wealth sector.
11/18/2021
SC set to focus on wealth management after Citi's exit
SC and Citi have been recognized for their global reputation in wealth management. Following Citi's exit
11/17/2021
Kingswood buys Kent-based advice firm
Smythe and Water is run by chief executive Lee Smythe who leads a team of three looking after approximately 100 client households with around £40m in assets under management.
11/17/2021
SJP virtual reality training accused of lacking human touch
Wealth firm says the ‘intention is to give people a safe space to practice in’
11/17/2021
HSBC Asset Management closes second directly-managed secondaries fund
Private Equity Opportunities II closed in October 2021 with total commitments of c.USD1 billion and follows the successful fundraising of USD1.34 billion for the firm’s first secondaries fund, Private Equity Opportunities, in December 2020.
11/17/2021
Digitization will change Wealth Management: How will you keep pace?
Wealth Management firms must consider the possibility of providing advisory as a subscription service.
11/16/2021
HSBC's Cynthia Lee builds regional Wealth Planning & Advisory team
The Family Governance and Family Office team will continue to report to Cynthia Lee, Regional Head of Wealth Planning & Advisory, Asia Pacific.
11/16/2021
German Bank Reducing Swiss Presence
The move comes after the bank announced it was cutting 10,000 jobs on Friday as part of a radical overhaul.
11/16/2021
State Street Global Advisors Introduces I&D Focused Share Class within Cash Management Suite
As one of the world’s largest fiduciary managers who is deeply committed to ESG-focused asset stewardship
11/16/2021
SG Wealth Management wins prestigious award
Each year, respected financial publisher Citywire considers a variety of facts and information gleaned from financial advice firms across the UK, before creating their ultimate list of who they deem the best advice businesses in the country.
11/16/2021
Sequoia Financial Group makes acquisition
When the deal closes, which is expected to occur by Dec. 31, the combined firm will have $10 billion in client assets.
11/16/2021
Private Banker International London Awards 2021 winners announced!
Outstanding Private Bank for Diversity and Inclusion, new for this year, showing the strength of the French market at the moment.
11/16/2021
Fieldpoint Private Earns Global Honor as Best Boutique Private Bank
Global Finance’s Annual Awards Also Names Firm as Best Private Bank – Northeast
11/16/2021
Six Swiss Exchange opens to Spacs
A Spac is a shell company founded only for the purpose of acquiring a non-listed target company, therefore taking the company public.
11/16/2021
Swiss «Spy» Banker Has Few Regrets
A Swiss banker has few regrets about racking up a criminal record for shipping data on recalcitrant Americans to U.S. tax officials.
11/16/2021
New Award Recognising Indosuez's Commitment To Diversity
This recognition takes on its full meaning in November 2021 during the Crédit Agricole group Diversity Month.