01/15/2021
Van Lanschot Kempen completes acquisition
We expect to complete the integration of Hof Hoorneman Bankiers' clients, employees and funds by the end of 2021.
Wealth and Asset Management
01/15/2021
Rockefeller Capital Management Announces Partnership with PGA Tour Golfer
Mitchell to debut the Rockefeller Capital Management brand at Sony Open in Hawaii this weekend
01/15/2021
North American Wealth Managers Have Not Fully Embraced AI
In addition, 85% of surveyed executives believe AI is more hype than reality.
01/15/2021
John Duffield’s boutique hits £1bn on double funds win
Brompton Asset Management hit the milestone after winning a mandate to run two funds for an advisory firm, which fuelled a 39% jump in profit for the business.
01/15/2021
‘Worry about 2023’: ZKB CIO Schenk shares three trends for the future
‘I would say worry about 2023. Because while the pandemic might be over in 2022, we will see the economic consequences of it in 2023 and afterwards,' he said.
01/15/2021
Ant Woes for Credit Suisse?
They have no voting rights, and it isn't clear from Ant's IPO prospectus who paid what in the exclusive fundraising.
01/15/2021
The Art Market Survived and Thrived in 2020
The pandemic helped pivot the industry in a healthier direction.
01/15/2021
Top 2021 Wealth Management Trends. What's Actually Changing?
While hoping that 2021 will bring us back to normal, it is time to re-examine the trends that are inexorably affecting the core of the industry.
01/15/2021
JPMorgan, Nation’s Largest Bank, Posts Record $12.1 Billion Profit–Shattering Expectations Despite Pandemic Highs
The financials industry was one of the hardest-hit sectors during the pandemic
01/15/2021
The impact of Covid-19 on private banks: an interview with Patrick Odier
Proximity, trust, the right values and investment strategies are needed.
01/15/2021
Hill Investment Group to Join Focus as a Partner Firm, Further Strengthening Focus' Presence in the Midwest
Hill is respected as one of the outstanding boutique, evidence-based firms in the country.
01/15/2021
Mattioli Woods acquires BDO business
The EPUT business’s experienced team of three employees will join Mattioli Woods and operate from the Group’s existing office in Belfast.
01/15/2021
How firms should handle Spacs as they eye wealth management
Though they have been around in some form since the 1990s, Spacs have grown in popularity in recent years.
01/15/2021
REYL & Cie Fund Representation Solutions expands its activities for foreign investment funds
With this authorisation, REYL & Cie is now one of just a few actors in the market able to offer, under one roof, combined representation and paying agent services for all foreign funds that target institutional, professional and private investors in S
01/15/2021
Citigroup Q4 profit down 7%, revenue drops by 10%
Net Income of $4.6 Billion ($2.08 per Share)
01/14/2021
Citi Unifies Global Wealth Management Business
“Citi Global Wealth” to Deliver Full Spectrum of Products and Services Globally
01/14/2021
BNP Paribas Securities Services extends its initial margin services to Asia Pacific
These include risk factors and initial margin calculations, exposure management, exchange of initial margin calls and a triparty collateral management solution with segregated custody arrangements.
01/14/2021
Fidelity launches UK wealth management arm
Fidelity Wealth Management will offer investment and retirement services.
01/14/2021
Nick Train singles out Schroders as he targets burgeoning private wealth space
Schroders, M&G and Fidelity have all made plays in the wealth management space
01/14/2021
Brooks Macdonald hits record £15.5bn as outflows narrow
Brooks’ assets under management rose by 13.6% in the final three months of the year as outflows moderated.