06/03/2021
Nico Rosberg to become Julius Baer's global brand ambassador
As ambassador and partner of Julius Baer, he will stand for the Bank’s commitments and initiatives in the areas of sustainability, sustainable investing and future trends.
Wealth and Asset Management
06/03/2021
ARC Group wins twice at 2021 Citywealth Magic Circle Awards
In addition, Suggestus, ARC’s research portal, also won the Technology Vendor of the Year for the fourth time in seven years.
06/03/2021
Zurich wealth manager enters mortgages business
Descartes Vorsorge will broker mortgages for its clients on UBS’s key4 platform.
06/03/2021
Mattioli Woods raises £2m for acquisitions
There are also 13,757,512 conditional placing shares and 108,355 primary bid offer shares to be admitted to trading.
06/03/2021
Wealth Enhancement Group Announces Acquisition
Rapidly-Growing RIA Backed by Private Equity Firm TA Associates Accelerates Acquisition-Focused Component of its Growth Strategy, Further Strengthens Footprint in Northeast US
06/03/2021
Fiduciary Trust International Celebrates 90 Years of Delivering Peace of Mind by Simplifying Complex Financial Lives
Fiduciary Trust International remains focused on leveraging innovative technology to strengthen relationships, and the overall wealth management experience for clients.
06/03/2021
Next Gen: Stephanie Sotiriou, TAM Asset Management
She discusses her father's influence on her career, her concerns around greenwashing, and her love of Cyprus!
06/03/2021
Sharon L. Klein Named to Forbes Top Women Wealth Advisors 2021
The Forbes ranking, developed by SHOOK Research, is based on both qualitative and quantitative data from nominations and in-person interviews.
06/02/2021
Why Zoom is Good for Family Enterprise Harmony
It has also changed the way non-financial assets are now stewarded, with the need to consider alternative ways to communicate instructions to asset administrators and family strategy to international Trustees.
06/02/2021
Advisor Group Successfully Recruits Compass Wealth Solutions, Wealth Management Practice with $221 Million in Client Assets
Indiana-Based Practice with Three Financial Professionals Joins Advisor Group Subsidiary Woodbury Financial Services
06/02/2021
Barometer: A little less growth, a little more inflation
Economic growth will soon slow but inflationary pressures could linger for some time. Which means investors should consider a more defensive stance.
06/02/2021
Near-Record Revenues in 2020 Provide Opportunity for Investment Banks to Restructure and Enhance the Client Experience, According to Accenture Report
Pandemic-driven rebound could help capital markets industry accelerate technology investments to protect against disruption
06/02/2021
Invesco Expands Relationship with BNY Mellon for Transfer Agency Services
BNY Mellon has successfully onboarded Invesco for transfer agency services in UK and Luxembourg
06/01/2021
Lumin Wealth buys Hertfordshire-based financial advice firm
Brings AUM to £600m
06/01/2021
Intesa Sanpaolo Private Banking and REYL & Cie ink strategic partnership
The partnership enables Fideuram - ISPB to strengthen significantly its international wealth management activities and to continue playing a leading role in the ongoing consolidation of the Swiss financial sector.
06/01/2021
IOOF completes acquisition of MLC Wealth
The ‘new IOOF’ will have greater scale, capability and efficiency which will flow through to clients in the form of value, choice and accessibility – supporting IOOF’s ambition of creating financial wellbeing for all Australians.
06/01/2021
Geneva private bank acquires Falcon's Dubai wealth subsidiary
The subsidiary has $500m in AUM and 12 employees.
06/01/2021
Bill Gates: Total Write-Off for Private Banking
Family offices have emulated the Gates Foundation's principles for using wealth to do good.
06/01/2021
Boldly going where no one has gone before
Concerns are regularly raised about ‘prices have gotten ahead of themselves’ and ‘never has the price been higher for this asset’.
06/01/2021
Are you riding the next wave of growth in Hong Kong’s wealth and asset management sector?
Financial regulators, who have been much more proactive since the last financial crisis