08/19/2022
UK inflation rises to 40 year high
In July UK CPI hit its highest level in 40 years. Unfortunately, it looks set to continue its march higher in the coming months.
Wealth and Asset Management
08/19/2022
Connectus Wealth Advisers Launches MyConnectus
With MyConnectus, we have developed an integrated solution that will substantially enhance the online interaction between advisers and their clients, which is an essential element of the overall client experience
08/19/2022
Hightower Wealth Advisors | St. Louis Announces Financial Advisors Named to The Forbes Top Next-Gen Wealth Advisors Best-In-State List 2022
St. Louis-based Wealth Management Advisors Recognized for Making a Significant Impression on Their Clients and Financial Industry
08/19/2022
BlackRock and NAB Private Wealth list three ETFs in Australia
Australia’s ETF market had around A$119 billion (US$82.52 billion) of assets under management as of June 2022, according to figures from the bourse.
08/19/2022
Transamerica Life Bermuda releases updated Guide To High Net Worth Life Insurance
Since the last edition of the Guide in 2021, the world and global economy has undergone dramatic changes.
08/19/2022
Vontobel boutique CIO: ‘I wouldn’t pay $20 for all the crypto in the world’
Matt Benkendorf urges investors to ditch shiny new fads from list of long-term investible ideas.
08/19/2022
China’s wealth management market grows 13 pct in H1
In the first half, wealth management products made profits totaling 417.2 billion yuan for their investors, up 3.4 billion yuan year on year.
08/18/2022
UBS: Can Iqbal Khan Resist the Bidding War?
At the same time, the number of client advisors working in the region, which includes Canada and Latin America, remained stable amounting to 6,139 at mid-year 2022, compared with 6,218 advisors at the end of 2021.
08/18/2022
Brookfield Asset Management (BAM) to Spin Off its Asset Management Business
The fund performed in line with the market movements. It increased the investments in companies that it believes will generate long-term substantial wealth creation.
08/18/2022
7IM ‘makes progress’ with portfolio decarbonisation
7IM announced that it has moved its Moderately Cautious AAP and Multi Manager Funds from the IA Mixed Investment 0-35% Shares sector and into the IA Mixed Investment 20-60% Shares sector.
08/18/2022
Details on the issue of the Credit Suisse Real Estate Fund LogisticsPlus
The issue price per unit is CHF 108.00 net with a net asset value of CHF 105.60 per unit.
08/18/2022
Spartan Wealth Management Merges with 360° Wealth Management Group – UBS Financial Services
Anthony Mona Named Spartan Wealth Management President
08/18/2022
Private banks – is the reduit really the salvation?
"Anyone who cuts their bones now will not be able to take advantage of the next upswing," the VP banker defended against such requests.
08/18/2022
Wealth manager Colin is looking for advisors
The group, founded in 2009, now employs more than 40 people at its five locations in Zurich, Zug, Lugano, Schaffhausen and Luxembourg.
08/18/2022
M&G mulls expanding hybrid advice service into banks
M&G Wealth's managing director David Montgomery told FTAdviser: “We would look to deploy our hybrid advice service to firms which have customers looking for support but that don’t provide advice.
08/18/2022
Lombard Odier to open a new office in Verbier, Switzerland
Verbier is a dynamic centre of activity where many of our current and future clients have a permanent place of residence or a holiday home.
08/18/2022
Best half-year result in history - Aargauische Kantonalbank
Aargauische Kantonalbank achieved the best half-year result in its history for the first half of 2022
08/18/2022
Thurgauer Kantonalbank stays on course
TKB can come up with good figures for the first half of the current year.
08/18/2022
Swiss SME market hits new record in takeover frenzy
Swiss M&A activity increased by 13.7%, in contrast to the rest of the world, where deal volume dropped 17%.
08/18/2022
Campbell Thomson is Verso’s first Scots deal
The deal advances Verso’s plan to build a national wealth management group and takes its assets under management to more than £1 billion.