06/15/2022
Marianne Rodriguez of Round Table Wealth Management Makes "40 Under 40" List
InvestmentNews judges recognize her accomplishments, leadership and commitment to clients and the financial planning profession
Wealth and Asset Management
06/15/2022
Northern Trust Selected by Wilmington Trust to Support Market-Leading Collective Investment Trust (CIT) Platform
The agreement offers Wilmington Trust a competitive edge by implementing the customized solutions, deep expertise, and innovative technologies provided by the Northern Trust team.
06/15/2022
Syz Bank Loses Head of Europe Private Banking
In the meantime, Romanos function will be done ad interim by Roman Bruner as the search for a successor is in progress.
06/15/2022
UAE will attract largest number of millionaires in 2022: report
While destinations that traditionally attracted wealthy investors are losing their lustre, the UAE has been making a stellar ascent as a wealth hub
06/15/2022
Julius Baer: Asia is Home to the Most Expensive Cities
The index indicates that purchasing power has been hit this year, with the price of goods and services for the rich having risen 15 percent and 22 percent, respectively, on average.
06/15/2022
Unlocking Wealth in the GBA With Hybrid Service
How can banks strike the balance between digital offerings and traditional services to meet the evolving needs of investors in the Greater Bay Area?
06/15/2022
WealthSelect adds to Fixed Income across the range as economic uncertainty persists
The Responsible Active and Blend portfolios also see the introduction of a new holding
06/15/2022
Julius Baer publishes Global Wealth and Lifestyle Report 2022
The Lifestyle Survey of HNWIs reveals regional differences in how optimistic respondents feel about their personal, professional, and financial futures.
06/15/2022
Credit Suisse banker to depart after unapproved messaging – report
Anthony Kontoleon was removed from his post as global head of its equity capital markets syndicate in April, and is due to leave imminently after 28 years at Credit Suisse.
06/15/2022
Swiss Life AM opens ESG infrastructure debt to external investors
Fund aims to accrue €2.5bn (CHF 2.6bn) in capital after being expanded beyond asset manager’s existing network.
06/15/2022
Wealth management trends and the ‘new normal’
It was usually managed by lifelong financial advisors who handled the portfolios and kept the investments ticking over from a discreet distance.
06/15/2022
AssetCo to net £45m in cash after RMG acquisition
The Financial Conduct Authority approved the change of control of RMG to AssetCo last month.
06/15/2022
Kingswood completes acquisition of advisory firm Vincent & Co
Following the acquisition, Kingswood said now has about GBP7.0 billion under advice or management, compared to GBP7.2 billion on February 21.
06/14/2022
When the 'Everything' Bubble Bursts
“The true investment challenge is to perform well in difficult times.” - Seth Klarman.
06/14/2022
What Do Swiss Private Bankers Worry About Most
EFG-International CEO Giorgio Pradelli said much the same. He indicated that Switzerland had been too naive in the past and did not fight enough for reciprocity.
06/14/2022
Insigneo Financial Group to Receive $100 Million Investment Led by Bain Capital Credit and J.C. Flowers
Capital Raise to Support Company’s Continued Growth and Expansion
06/14/2022
Carlyle-Backed Hawksmoor to Acquire UK Wealth Manager GBIM
Hawksmoor agreed to buy Gore Browne, and will keep the brands trading under their different names, Gore Browne Chief Executive Officer Mark Arkwright wrote in the letter.
06/14/2022
J. Safra Sarasin appoints Sales Director
He joins from NN Investment Partners, where he spent 3 years promoting and marketing their sustainable offering in the UK.
06/14/2022
Bellevue expects ‘significantly lower’ half-year result
‘The slowdown in business development is in particular due to the market turbulence resulting from the departure from the expansive monetary policy, rising inflation fears and acute geopolitical uncertainties in the first half of the year.'
06/14/2022
Deutsche Bank on hiring spree as it targets world’s wealthy
Lender aims to bolster global share in the high-touch business of serving family offices