07/07/2021
Lux boutique teams up with Swiss and Belgian firms in expansion push
As part of the growth plans, the firm has also hired a former Sparinvest equity portfolio manager.
Wealth and Asset Management
07/07/2021
How COVID-19 accelerated the convergence of health and wealth
Though advisers have long offered health and life insurance policies, such policies are rarely integrated as part of a holistic, longevity-oriented offering.
07/06/2021
Credit Suisse Chairman Begs for Time on Strategy
Credit Suisse directors plans to take several more months to form an opinion on the crisis-hit Swiss bank's strategy in the future
07/06/2021
SVB Financial Group Completes Acquisition
With the acquisition of Boston Private, SVB Private Banking & Wealth Management provides the guidance and solutions that fuel its clients to build wealth and expand opportunities for today and tomorrow.
07/06/2021
JPMorgan Chase buying spree is Jamie Dimon’s busiest in years
Bank has made almost as many acquisitions this year as in the whole of 2020
07/06/2021
Erik Penser selects Macrobond to boost wealth management offering
Macrobond’s integrated analytical tools enable customers worldwide to find, analyse and visualise relevant data.
07/06/2021
EIP: Global plans at Paradeplatz
As the specialized Zurich fund house announced on Tuesday, the fundraising for the European energy infrastructure fund has been completed - with more than 1 billion euros.
07/06/2021
Acquisitive wealth managers see revenue rise despite economic uncertainties
Looking ahead the board remains positive about the Group’s prospects with the chief executive highlighting that they’ve seen “positive momentum continue to build, with greater client activity”.
07/06/2021
Global Investment Research House Launches Fund Manager Search Engine
The Vadevalor fund manager search engine and ratings system is easy to use and to understand, and has been as warmly received by UK managers and professional investors as it was when we launched the platform in Spain.
07/06/2021
Credit Suisse Teams Up With JPMorgan for Sustainable Food Fund
The banks want to invest in public companies working at the intersection of nutrition and climate change
07/06/2021
Float like a butterfly, sting like a bee
The comforting signals include the massive supply response in production in the first half
07/05/2021
Fairway Group’s Marketing team recognised for third year in a row
The Citywealth BMR Awards highlight the best brands in the private wealth industry
07/05/2021
Wealth management set to be next battleground for Hong Kong virtual banks
The banks "need to work out how to keep the client money on their books, so wealth management makes sense as a product push.
07/05/2021
ZEDRA sees record new client inflows and revenue growth in the UK
Following its acquisition of Inside Pensions, ZEDRA shares its latest press release on UK growth.
07/05/2021
More of the Same - Unfortunately
The lack of agreement at the OPEC+ meetings may lay the ground for further upside on the oil price, more upward pressure on headline inflation, and possibly some better performance from the equity oil sector.
07/02/2021
Credit Suisse Mulls Integration of Private Banking Units
Discussions were being held among Credit Suisse executives in Swiss municipality Bad Ragaz, some of whom believed that separation has not been effective while combining the three units could yield benefits.
07/02/2021
Dakota Wealth Management acquires boutique wealth advisory firm
Strategic acquisition expands footprint into the Philadelphia area
07/02/2021
Suntera Granted Fund Administration Licence in Jersey
The new licence complements the group’s existing fund administration capabilities
07/02/2021
Mattioli Woods completes private equity firm buyout
Wealth manager buys PE business
07/02/2021
Chase de Vere reports 2.5% profit increase in pandemic year
Chase de Vere said it did not furlough any of its employees during the pandemic and its sole focus was on the wellbeing of its clients and its employees.