09/22/2020
WealthSelect takes profits following market highs and adds to UK and Europe
Within each region the portfolios have focused the reductions in growth managers which have outperformed, with value managers being topped up.
Wealth and Asset Management
09/22/2020
Julius Baer pulls AT1 as markets deteriorate
Bookrunners Citigroup and Deutsche Bank opened books for the perpetual non-call seven-year Reg S deal during Asian hours with initial price thoughts of 4.5% area for an expected size of US$350m.
09/22/2020
Does your family have a succession plan? Tips for maintaining family harmony
Harmony across families can be maintained by having multi-generational dialogue. Learn how you can start the conversation with your loved ones.
09/21/2020
Australia re-opens for investment from HNW migrants
These migrant investors are keen to help stimulate business and employment through ventures in their new homeland.
09/21/2020
Societe Generale gears up for Lyxor asset management sale - sources
The business could be valued at about $1 billion, one of the sources said, adding that interested parties have recently been contacted as the sale is about to kick off.
09/21/2020
Sergio Ermotti's Total Retreat From UBS
Ermotti and UBS plan to sever all ties: the CEO of nearly nine years won't maintain an advisory mandate, and his regular employment contract will run out six months after he leaves.
09/21/2020
ZEDRA announces the Little Dreams Foundation as its charity in Miami and Switzerland
Little Dreams Foundation provides training and advice from professional and celebrity mentors to young children with limited financial means who have a talent in music, art and sports.
09/21/2020
7IM launches new platform functionality and enhancements
7IM has streamlined the process by reducing the amount of information and number of signatures needed on application, as well as allowing for e-sign and docu-sign capability.
09/21/2020
Three areas for investors to focus on as we reach the year-end
2020 has seen numerous global events impact investor portfolios
09/21/2020
UBS Mulls VR-Based WFH Traders
UBS’s work-from-home efforts extend beyond just its trading operations or the European region.
09/21/2020
Late Summer Sunshine for Investors
August sun shone on the equity markets, with the mood especially good in the US and Japan
09/21/2020
New Raymond James branch to open in Watford
The new Watford based branch will provide discretionary and advisory investment services to clients based all over the UK.
09/21/2020
Wealth may soon be measured using sustainable investing
New accounting system needed to include natural, social and financial capital
09/18/2020
Schroders acquisition aimed at creating one of the UK’s top multifamily offices
Acquisition aimed at creating one of the UK’s top multifamily offices
09/18/2020
Barron's Ranks Cresset Among the Best RIA Firms in America
The firm specializes in Intelligent Wealth Management™ for entrepreneurs, CEO founders, wealth creators and ultra-high-net-worth families.
09/18/2020
Firm seals deal for US$4.5 billion wealth firm
Canadian company bolsters status among fastest-growing RIA platforms in U.S. with announcement of fifth acquisition
09/18/2020
The Hong Kong Wealth Shift: Pitfalls for Wealth Professionals and the Ultra-Wealthy
Hong Kong may be less and less the low tax, free market, rule of law safe haven it once was for ultra-high net worth individuals to live and invest their assets.
09/18/2020
The Julius Baer Family Barometer 2020
The inaugural Julius Baer Family Barometer reveals that complexity for global families is on the rise. We explore the causes and implications.
09/18/2020
Wealth manager gains £320m assets in IFA deal
The company has been vocal in recent years about its plans expand through acquisition in both the UK and US, securing £80m of funding in September last year with investment management firm Pollen Street Capital to fund its pipeline.
09/18/2020
Bedell Cristin advises on merger of Advisa Wealth and Vantage Wealth
The combined business will operate as Advisa Wealth going forward.