01/14/2022
CS: The farewell of the silent lady
This flaw has not gone unnoticed by the investment manager.
Wealth and Asset Management
01/14/2022
Global financial services firm seeks Asia wealth expansion
He said the focus would range from investments to credit, estate planning, succession planning, and tax planning.
01/14/2022
Partners Group reports 17% AUM growth in 2021
Partners Group foresees another solid year of fundraising in 2022
01/14/2022
Reinventing Wealth Management for Mass Affluent Customers
In this article, we’re exploring another group that’s rapidly becoming another point of focus for wealth management firms—the mass affluent class.
01/14/2022
Coutts leader reveals plan to be 'best private bank in Scotland'
Adam & Co sale to be finalised in July, with clients in process of being lured to the RBS wealth management division
01/14/2022
JPMorgan beats profit estimates as dealmaking boom softens trading decline
Loan growth, the bank's core business, was also up 6%, helped by a rebounding economy, while net interest income from lending and investments in Treasury securities was up 3%.
01/14/2022
Arora Brothers Tap Goldman for $321 Million B&M Stake Sale
SSA Investments, the Arora family’s Luxembourg-based investment firm, is selling 40 million shares in B&M European Value Retail SA to institutional investors through an accelerated book building, Goldman Sachs said Thursday in a filing.
01/13/2022
RBC Wealth Management-U.S selects Addepar
Addepar will be available to all RBC Wealth Management-U.S. advisors, along with financial professionals of RBC Clearing & Custody (RBC C&C), a division of RBC Capital Markets, LLC.
01/13/2022
Brooks Macdonald Group Quarterly Announcement of Funds under Management
Total Group FUM at £17.3 billion (30 September 2021: £16.8 billion; 30 June 2021: £16.5 billion)
01/13/2022
StanChart to Acquire RBC’s Hong Kong Retirement Trustee Business
The acquisition will enable Standard Chartered to be one of the 13 trustees for Hong Kong’s mandatory provident fund (MPF).
01/13/2022
Morgan Stanley added 110 int’l advisors in 2021 hiring spree
Gatesman added that they onboarded over $16bn in international client assets through the new hires.
01/13/2022
Trends In Wealth Management For 2022
Investors should stick to their asset allocation and also moderate return expectations from equities in 2022. I
01/13/2022
Wealth Management: The digital shift
Deloitte's recent study in conjunction with ESI ThoughtLab – Wealth and Asset Management 4.0 – show that 40% of clients now say digital access has greater importance in decision making.
01/13/2022
Catching falling angels, avoiding falling knives
How does our strategy capture well-suited fallen angels while avoiding potential falling knives?
01/13/2022
Zurich boutique opens in Panama to serve LatAm
The new location will serve asset managers, brokers, banks, fund managers and financial institutions in Latin America.
01/13/2022
Man Group launches Capital Asset Solutions Initiative
The new initiative will be led by senior hires Dan Robinson and Stephan Muecke.
01/12/2022
ZEDRA bolsters Pension Services offering with acquisition
ZEDRA’s Pension Services now consists of five offices in London, Reading, Leeds, Birmingham and St Albans and increases headcount to 70 dedicated Pensions experts and support staff.
01/12/2022
Mercer Advisors acquires wealth management firm
AExpands Mercer Advisors' Florida and Northeast Presence
01/12/2022
PineBridge Strengthens Wealth Management Ranks in Asia
PineBridge’s said the newly created role reflects its wealth business strategy and focus for the Asia Pacific region.
01/12/2022
Swissquote is expanding beyond Switzerland
With this transaction, Swissquote will become the leading online trading and investment bank in Luxembourg, confirming its ambitious strategy in Europe.