10/22/2021
SEI Announces Acquisition of Atlas Master Trust
Deal Supports Long-Term Business Growth and Enhanced Member Outcomes
Wealth and Asset Management
10/22/2021
Spear’s Tax Survey 2021: Almost half of tax advisers to HNWs say post-pandemic wealth tax ‘desirable’
The Spear’s tax survey 2021 quizzed advisers on their views towards a range of taxes, including a proposed wealth tax
10/22/2021
Macquarie Asset Management to acquire Central Park Group
Central Park Group is a pioneer in providing financial advisors and their clients access to top alternative investment talent
10/22/2021
PIMFA announces winners in first Diversity & Inclusion Awards
The event was streamed live online and showcased the best Diversity and Inclusion initiatives from around the UK’s financial services industry.
10/21/2021
Lombard International's Private Placement Variable Annuity Available on FIDx
Strategic Relationship Between FIDx & Lombard International Simplifies Access to Customizable Wealth Planning Solutions for 100,000+ Financial Advisors
10/21/2021
St.Galler Kantonalbank goes live on bLink from SIX
With the connection to bLink, St.Galler Kantonalbank is implementing its first open finance use case.
10/21/2021
Barclays Q3 beats expectations on strong investment bank performance
The British bank reported profit before tax of 2 billion pounds ($2.76 billion) for the July-September period
10/21/2021
SJP: Third quarter flows and funds under management
As a result, we expect growth in gross inflows for the full year to be around 25%.
10/21/2021
BTG Pactual announces agreement with Nomura
This partnership responds to the goal of offering the best international products to our clients and will enable US Offshore Wealth Managers to access best-in-class funds; value-generating products particularly suitable for private banks here in the US.
10/21/2021
Investments & Wealth Institute's New Alliance Expands Member Benefits
Investments and Wealth Institute members gain special access to premier fiduciary education and technology through Broadridge.
10/21/2021
Rathbones completes the acquisition of Saunderson House
Here, Paul Stockton, CEO Rathbones and Tony Overy, CEO of Saunderson House talk briefly about the deal and the future.
10/21/2021
Dubai unveils new rules to address needs of ultra-wealthy families
Dubai has emerged as one of the most popular cities in the world for ultra-wealthy families, after more than 2,000 high-net-worth individuals moved to the emirate in the first six months of 2021.
10/21/2021
AJ Bell credits £3.8bn adviser inflows to ‘competitive’ price
As a whole - including AJ Bell's investment business as well as its platform - the company had assets of £72.8bn - up 29 per cent.
10/21/2021
CI Financial to Acquire $3.4-Billion Ultra-High-Net-Worth Wealth Manager
Addition of multi-family office RIA boosts CI’s U.S. wealth assets to US$83 billion
10/21/2021
UBS eyes Mideast expansion with new wealth desk in Dubai -memo
Raoul Rahme, who worked at Barclays and Credit Suisse, will be head of DIFC sales.
10/21/2021
Clients confirm the value of investment operations managed services
The panel discussed how managed services work well—thanks in part to frequent check-ins and communication—and how clients can maintain visibility into, and control of, the processes through platform user-profiles and permissioning.
10/21/2021
Stifel Welcomes Lake Wealth Management Group
he Lake Wealth Management Group will be serving clients from two new Private Client Group offices in Lake Ozark and California, Missouri, along with the firm’s existing office in Frontenac, Missouri.
10/20/2021
Credit Suisse to Build on Wealth Management
In about three weeks Credit Suisse will showcase its new strategy as part of the third-quarter earnings presentation.
10/20/2021
Western promise: European start-ups are luring Middle Eastern private equity
European start-ups are proving to be a lucrative asset for private equity firms, and are being targeted by Middle Eastern private equity investors. Wim Ritz, ZEDRA’s Global Head of Funds, explains why experienced Asset Managers are eyeing the Europe
10/20/2021
Singapore Banks Joins China's Wealth Management Connect
A total of 300 billion yuan ($46.5 billion) has been set as the aggregate quota for the two-way channel – 150 billion yuan each – with a limit of 1 million yuan per individual investor.