07/13/2021
Raymond James Hiring Binge Nets 12 Advisors With $2.2 Billion
The recruiting binge comes as South Florida takes on an increasingly important role in the wealth management industry.
Wealth and Asset Management
07/13/2021
Buy the Inflation Dips
Lower US 10 year yields due to technicals – inflation still alive
07/13/2021
Credit Suisse's ratings downgraded by Moody’s
Moody's referenced exposure to Greensill Capital as a contributing factor.
07/13/2021
Dolfin Financial clients transfer to Britannia
Administrators have agreed terms for the transfer of 280 clients to full-service broker Britannia.
07/13/2021
Navigating credit opportunities in a recovering world
Beside quality deterioration in certain rating buckets we also expect a faster pace of downgrades in some sectors.
07/13/2021
Canaccord Genuity WM removes VAT from MPS range
Follows HMRC ruling change
07/13/2021
BlackRock Makes Minority Investment in SpiderRock Advisors
Expands access to personalization and tax-management capabilities for wealth separately managed accounts
07/13/2021
IQ-EQ trio named in the Channel Islands 2021 eprivateclient 35 under 35
The eprivateclient Top 35 under 35 list aims to identify, recognise and promote the rising talent of the private wealth industry across The Channel Islands.
07/13/2021
Swiss Banking's Sleeping Sustainable Billions
It chose as its partner for the listing the Zurich branch of French bank Société Générale which is on the same street.
07/13/2021
JPMorgan has big wealth-management growth plans
Still, bank execs cautioned that loan growth could remain sluggish because consumers have been saving more, paying down debts like credit cards and mortgages, and borrowing less.
07/12/2021
Charles Stanley Says Funds Under Management, Administration Rose in 1Q
The company said its three divisions posted revenue increases, with financial planning and the newly-created central financial services divisions growing at double digits.
07/12/2021
NAB tips $20m into private wealth renovation
ESG integration is now a non-negotiable for private wealth firms, she added.
07/12/2021
Banks and asset managers in ESG hiring spree as investor demand grows
Number of senior ESG roles in financial services jumps 50% in a year
07/12/2021
Reyl heads: 'we expect more volatility in coming quarters'
‘We expect earnings per share (EPS) growth to be ca. 40% in the US and 50% in Europe this year.'
07/12/2021
From 2bn to 10bn: Pictet + rated ESG PM talks liquidity, valuations and semiconductors
Micheli says inflows were coming not just from retail and wholesale clients but also from institutions that have increasingly been looking for greener investments.
07/12/2021
Brooks Macdonald opens Cheltenham office
The office opening coincides with the relocation of the Taunton office to Exeter, where the new location will continue to be led by John Sadgrove.
07/12/2021
Gaining an edge through ESG investing: Are wealth managers ready?
Wealth Managers, indeed, have to consider ESG investing as a commercial opportunity. But to capitalise on it, significant commitment from the top management is required to embed the ESG strategy within the company and support it with the appropriate techn
07/12/2021
HSBC Bahrain to unveil wealth management products
The options available range from fixed bonds, mutual funds, insurance and investments
07/12/2021
Digital banking at US Bank sped up during pandemic
This differs from most wealth managers who tend to steer clients toward what they view as best-of-breed managers outside their firms.
07/12/2021
Gresham House completes purchase of Appian Asset Management
The business is already a significant investor in forestry asset management in Ireland.