12/13/2021
JTC Directors Win at 2021 Citywealth Future Leaders Awards
These awards champion young professionals in the wealth sector and highlight the leaders of today and tomorrow who are under forty.
Wealth and Asset Management
12/13/2021
Schroders UK Financial Adviser Survey 2021: Succession planning and sustainability top advisers’ agendas
In its seventh consecutive year, Schroders 2021 UK Financial Adviser Survey* which encompasses views from 203 UK advisers, reveals that succession planning and ESG are at the top of advisers’ agendas we look ahead to 2022.
12/12/2021
Global Market Insights
The market at the moment is largely ignoring strong economic and inflation data and is instead concentrating on potential problems of the type mentioned above.
12/10/2021
Wealth Enhancement Group Joins Forces with Vivid Financial Management
Addition of Six-Advisor Practice Will Bring Wealth Enhancement Group's Total Client Assets to More Than $55 Billion
12/10/2021
Should Sergio Ermotti lead Credit Suisse out of the crisis?
The outrage over the behavior of the president is enormous among numerous employees of the bank, and his apology turned out to be untrustworthy due to later contradictions.
12/10/2021
Bordier & Cie first bank in Switzerland to join forces with leading private equity fintech Moonfare
This Partnership benefits private clients and expands their access to top tier private equity funds through an easy-to-use digital experience via the Moonfare platform.
12/09/2021
Barclays Sets Sights on Asia
The bank had been scaling back operations in several countries in the region, including in Australia, South Korea and Malaysia.
12/09/2021
Citi Private Bank reorganizes LatAm leadership team
Most recently, he worked as team head in Colombia for Citi Private Bank, according to his LinkedIn profile.
12/09/2021
BLKB buys stake in credit market platform for SMEs
Bank to spur financing solutions for Swiss credit market.
12/09/2021
UBS and iCapital Network Deepen their Strategic Partnership
Through this partnership, UBS GWM can benefit from iCapital’s technology and solutions, which digitize and automate the entire lifecycle of private market investments.
12/08/2021
Liontrust to acquire Asset Manager
The Liontrust brand will be used for all Majedie’s UK, US, Global and International equity funds.
12/08/2021
WH Ireland on buy hunt as wealth assets hit £2.4bn
The wealth firm is on the acquisition trail as it aims to grow assets to £3bn.
12/08/2021
‘Below the Radar’ WM Targets 2023 for First Profit
Team announced its results yesterday and is yet to turn a profit.
12/08/2021
Unigestion launches academic advisory board
Asset manager creates committee to underpin innovation and expertise in investment process.
12/08/2021
Northern Trust appointed by BlueBox Asset Management
The fund invests in cutting-edge technology companies that enable industry innovation, such as suppliers of semi-conductors, hardware, software and services.
12/08/2021
Geneva WM opens Lugano office
The firm said this is part of its development plans in the Italian part of Switzerland.
12/07/2021
World's Best Private Banks 2022: Western Europe
An economic rebound fills the coffers of Europe’s winners.
12/07/2021
Partners Wealth Group launches Partners Private
Partners Private offers opportunities that they've never had access to before and creates significant diversification of core portfolios through an exciting range of possible investments.
12/07/2021
UBS Joins Hong Kong Covid Quarantine Payers
The reimbursement can total up to HK$42,000 for a single trip only and is available until November 30 next year, barring an earlier relaxation of restrictions by the Hong Kong government.
12/07/2021
Credit Suisse Poised to Anoint Top Private Banker
The Swiss bank’s board is poised to anoint the return of a veteran as the new head of private banking.