10/19/2020
Mattioli Woods prepares for further acquisitions
It also reported revenues had risen by 1.6 per cent to £58.4m while operating profits were up by a third.
Wealth and Asset Management
10/19/2020
Intertrust announces new era with rebrand and strategic partnership
The rebrand ushers in a new era for the company and reflects its growth and acquisitions in recent years.
10/18/2020
Sergio Ermotti: ‘My best decision was not to follow consensus’
The UBS chief executive reflects on nine challenging years heading the Swiss bank
10/16/2020
Schroders to accelerate regional sustainability efforts from Singapore
"The dedicated senior resources will play a pivotal role in driving Asia-focused ESG research insights, innovation and impact across the region, drawing from our thought leadership in sustainability," said Schroders.
10/16/2020
Sanlam CEO defends fee hike as advisers vote with feet
He said: "We have a number of smaller advisers who are in the process of leaving.
10/16/2020
BAY banking on BlackRock to enhance wealth management
Joining forces with BlackRock will empower BAY to develop a comprehensive suite of investment solutions, advance a customer-centric strategy and deliver the best investment advice.
10/16/2020
Wealth managers beginning to encourage traders to invest in shares of underdog companies
Unusual stock is not often the subject of persuasive advice from some of the world’s plate-glass fund managers, however this year has been an unusual year.
10/16/2020
DBS Wealth Management on a Roll in Indonesia, but the Time is Ripe for Consolidation before the Next Leap Forward
Keng Swee is responsible for developing DBS Indonesia’s wealth management business which includes DBS Treasures Private Client and DBS Treasures, his remit covering both offline and online strategies for investment products and advisory.
10/16/2020
St. Galler Kantonalbank takes branch managers from competition
After completing his studies in business law at the University of Applied Sciences in Winterthur, he worked as a private client advisor for Credit Suisse in Altstätten for almost ten years from 2007.
10/15/2020
Driehaus Capital Management Expands Relationship with Northern Trust
Through this expanded relationship, Northern Trust will provide fund accounting, fund administration, regulatory administration, transfer agency and global custody services to the Driehaus Mutual Funds.
10/15/2020
Vontobel Launches Asset Management Office in Singapore
Vontobel Asset Management opens its Singapore office to expand its reach in Asia and further accelerate growth.
10/15/2020
Threats to Family Offices - RESEARCH
Wealthy families and family offices have long been targets for various threats, but the variety and complexity of those threats are growing dramatically.
10/15/2020
Merrill Wealth Slowly Eases Out of Covid Slump
“Net client flows” across the division fell 61% to $1.39 billion from the second quarter and were 75% lower than the $5.52 billion advisors attracted in last year’s third quarter.
10/15/2020
Rathbones assets rise on fund sales and performance
AUM rose to £50.4bn from £49.4bn with the asset management arm recording £700m net inflows.
10/15/2020
Charles Stanley sees revenues drop amid 'difficult times'
CEO says business remains resilient
10/15/2020
Brooks’ investment performance offset by £260m outflows
“Our vision for Brooks Macdonald is as the leading investment manager for intermediaries, and we look forward with confidence."
10/15/2020
Apex Group Reaches Nearly $1 Trillion in Serviced Assets Following Planned Acquisition of Fundrock
Apex is a portfolio company of Genstar Capital.
10/15/2020
Oddo BHF and Landolt to merge
Oddo had already bought BHF bank in 2016.
10/15/2020
Accuro crowned “Highly Commended” Independent Trust or Fiduciary Company
The panel stated: “Assessors were impressed by how Accuro is now totally management owned and tightly aligned with its clients’ interests.”
10/15/2020
Private wealth around the world – how did we get here?
Times have generally been good in the IFCs – even the financial crash of 2008 had a (relatively) small impact on the global offshore business – but can we always expect this to be the case?