03/30/2022
‘Decentering’ Remains a Challenge for White Male Wealth Management Leaders
Things can go awry when leaders demonstrate limited awareness of their privilege and anchor interactions with others based on their personal experiences alone.
Wealth and Asset Management
03/29/2022
Zurich IAM obtains Finma licence
Avalor Investment is now fully authorised.
03/29/2022
A new wealth management myth for 2022: You can’t buy CLM solutions out-of-the-box
The hope was that these platforms would require less in-house technical expertise and maintenance effort, and that they would satisfy the majority of a firm’s client servicing requirements.
03/29/2022
The Royal Mint partners with Quintet Private Bank to introduce the use of recycled gold in an exchange-traded commodity
This follows The Royal Mint’s announcement last year that they would be extracting gold from electronic waste such as laptops and smartphones as the 1,100-year-old organisation continues its sustainability journey as it diversifies for the future.
03/29/2022
BlackRock Again Tops Broadridge’s Fund Brand 50 Global Asset Manager Rankings
Broadridge Fund Brand 50 study reveals best-performing fund brands globally
03/29/2022
Credit Suisse stops pursuing new Russian client business and relocates staff
The bank's Moscow office previously had approximately 125 staff working across wealth management and the investment bank.
03/29/2022
Rothschild & Co wins Best Corporate Finance Adviser award
This recognition reflects our leading Debt Advisory activity and follows our previous win of this award in 2020.
03/29/2022
Liontrust to pay £51.4m less for Majedie as deal set to complete
At the time of the deal's announcement, the companies said the deal would be worth up to £120m, satisfied by the issue of up to £97m in new ordinary shares and up to £23m in cash to the shareholders of Majedie.
03/29/2022
Zoe Announces Partnership With Female-Led RIA
This partnership enables clients to connect with SignatureFD advisors through Zoe's Platform, recently recognized as one of Fast Company's most innovative companies globally.
03/29/2022
House Oversight launches probe into Credit Suisse ties to Russian oligarchs
In their letter to Credit Suisse CEO Thomas Gottstein, the lawmakers noted a recent report saying that the company ordered its employees to "destroy and permanently erase" certain information related to loans backed by material possessions such
03/28/2022
Chinese HNW and UHNW Clients – Wealth Structuring & Planning for the World Ahead
But China’s HNWIs and UHNWIs and their families ignore these dramatic events and changes at their peril and should be organising their estate and legacy planning and structures in anticipation of more changes to come.
03/28/2022
Was 2021 the last record year for Swiss banks?
UBS is again the top wealth manager, more than double second-placed Credit Suisse
03/28/2022
Credit Suisse Board Pressured on Accountablity
At the heart of the argument is the bank's internal report on the Greensill funds, which collapsed last year causing the bank to freeze $10billion of client funds.
03/28/2022
A new hope for wealth and investment managers?
The greatest challenge to the industry to continue the current level of growth is most likely to be how to achieve scalable and cost-managed growth.
03/28/2022
UniCredit to absorb Cordusio SIM to bolster footprint in Italy
Cordusio SIM specialises in wealth management as well as offers asset management, investment services and financial advice among other services.
03/28/2022
Highvern wins European award for its fund administration services
This news follows further recognition of the company
03/28/2022
Credit Suisse Board Pressured on Accountablity
Chair Axel Lehmann has received pressure from shareholders in recent weeks to remove the discharge vote from the agenda
03/28/2022
ZKB drops Swisscanto Invest brand for professional investors
Swisscanto as a brand will still be used on funds, and Swisscanto as a pension brand will keep publishing its Pension Fund Survey.
03/25/2022
RIAs Consolidate under the Kingswood Wealth Advisors Brand
These changes will allow the firm to create a better, more efficient service model that capitalizes on economies of scale.
03/25/2022
Wall Street Wealth Manager Teams Up with International Art Patrons and Blockchain Tech-Gurus to Launch ATO
The five-year saga to launch ATO Platform – a souped-up, tech-abundant asset management solution is bringing financial logic and pricing transparency to the art market.