09/29/2022
BPF Schilders selects Van Lanschot Kempen for fiduciary management
Van Lanschot Kempen’s services will comprise a full fiduciary management mandate.
Wealth and Asset Management
09/29/2022
Real estate market defies inflation and rising interest rates
In addition, the energy price shock has triggered a change in mindset in the real estate sector and has boosted investments in conversions and remodeling.
09/29/2022
Quilter’s WealthSelect remains ‘risk off’ with portfolios positioned for recessionary environment
The move reflects Clark’s view that gilts face greater headwinds due to higher UK inflation
09/29/2022
CS: Capital requirements in the billions are becoming more concrete
The main reason for this is the assumption that the sale of business units may not be enough to maintain an adequate capital base given weak organic capital generation, difficult market conditions and upcoming Basel III reforms.
09/29/2022
Hargreaves axes CT Equity Income from wealth list on Colwell exit
The stockbroker said the departure of Richard Colwell, who had run the strategy since 2010 as head of UK equity, had prompted it to remove the fund from its buy list.
09/29/2022
Wealth Enhancement Group Grows by Adding Bohmer Kilcoyne Wealth Management, a Hybrid RIA with $677 Million in Client Assets
This Addition Brings Wealth Enhancement Group's Total Client Assets to More Than $57.3 Billion.
09/29/2022
RBC Wealth Management Teams with Transamerica and FuturePlan by Ascensus
New Product Helps Small and Mid-sized Business Owners Provide Essential Benefits to Employees by Reducing Administrative Burdens and Mitigating Risk
09/28/2022
Migros Bank offers advice in post offices
On the other hand, Swiss Post employees in 26 branches arrange an appointment with Migros Bank for interested customers.
09/28/2022
Ten advisors managing $2.85 billion join UBS in Washington, D.C.
The advisors joined UBS from Merrill, where they advised high and ultra high net worth families and institutions.
09/28/2022
Mini-budget: Tax cuts and sterling
With new Chancellor Kwasi Kwarteng cutting taxes left, right and centre, here’s what it could mean for investors.
09/28/2022
Credit Suisse Brightens Dull Singapore IB Market
In the M&A any involvement league table, Credit Suisse jumped from 11th to sixth place, recording five deals worth $9.9 billion.
09/28/2022
EFG economist: Unprecedented SNB rate hike was 'surprisingly dovish'
Markets expect a further 0.75 percentage points rate hike by the end of 2022, but GianLuigi Mandruzzato is not sure this will happen.
09/28/2022
Emerging markets offerings to dominate wealth management industry growth
Followed by acquisitions of smaller players
09/27/2022
Swiss private banks will have to pay attention to this in the future
The strong performance of the financial markets in 2021 led to record results, especially for large and medium-sized private banks, while smaller competitors were able to postpone a thorough review of their difficult profitability situation.
09/27/2022
Germany: further decline in IFO expectations
Rises of electricity and gas have pushed up PPI inflation; prices of intermediate and manufacturing goods prices were down over the month.
09/27/2022
Change-makers meet to build ocean investment community
Deutsche Bank & ORRAA co-host leading investors, entrepreneurs and philanthropists in Mallorca
09/27/2022
M&A and Advisor Recruitment Are Top-of-Mind for Private Banks
Banks employ inorganic growth strategies amid heightened competition in wealth space
09/27/2022
Royal Bank of Canada completes acquisition of Brewin Dolphin
Deal creates premier wealth manager in the UK, Channel Islands and Ireland
09/27/2022
Credit Suisse Group is well on track with its comprehensive strategic review
The Board of Directors and the Executive Board are considering alternatives that go beyond the conclusions of last year’s strategic review.
09/27/2022
The private equity platform heavyweights targeting wealth managers
iCapital head of international Marco Bizzozero and PM Alpha chief executive Tom Douie make the case for wealth managers to invest in private equity.