06/30/2021
MENA wealth management remains resilient
‘Concepts such as ESG/sustainable investing, and green sukuk are also rising in prominence and gaining investor interest’
Wealth and Asset Management
06/30/2021
Wealth preservation takes centre stage in Latin America
Domestic and foreign investors alike are hungry to invest in infrastructure projects, with the potential for job creation, economic stability and favourable returns.
06/30/2021
Wealth management firms are doubling down on efforts to make their advisor ranks more diverse. Here are the strategies they’re using
“We took a hard look on where we were and we knew that we needed to do more”
06/29/2021
G+E Wealth Management acquires Yorkshire wealth management firm
The acquisition was supported by leading alternative finance provider to mid-sized SMEs, ThinCats, led by Ben Kimball.
06/29/2021
China’s Lufax Teams Up With Schroders As Part Of Push Into Wealth Management In Singapore
Schroders will bring asset management know-how while Lu International, or LUI, will bring digital capabilities, according to a press release.
06/29/2021
UBP to acquire Geneva private bank
The onboarding of Millennium Banque Privée’s teams will contribute to broadening UBP’s footprint in selected countries
06/29/2021
Fairstone Partner with James Ryan Thornhill Under its DBO Programme
The deal brings more than 1,000 clients, five advisers and eight support staff to the wider business as well as gross annual fee income of around £1.2 million and funds under management of over £160m.
06/29/2021
PraxisIFM puts ESG at the top of its business agenda
The Environmental Business Operations Framework is an international benchmark and serves as an environmental management system to measure, manage and minimise an organisation’s environmental impact.
06/29/2021
Manulife Financial to Focus on Asia, Global Wealth Asset Management Businesses for Growth
We have entered a new phase of our strategy
06/29/2021
Record partners with UBS unit to launch sustainable finance fund
Record shares were trading 2.6% higher in London
06/28/2021
UBS to let two-thirds of staff mix working from home and office permanently
The move by UBS sets a stark contrast between the Swiss lender and many of its US rivals.
06/28/2021
LaTrobe Financial’s wealth arm the focus for bidders
As the LaTrobe Financial strategic review heads for the pointy end, it’s the group’s asset management arm that’s become the focus for bidders.
06/28/2021
UK wealth manager open to M&A talks with advice firms globally
It is already ‘in exclusive due diligence on two potential deals in two international markets’
06/28/2021
JTC Wins In Private Client Excellence Awards
The company’s commitment to becoming carbon neutral by the end of the year was also commended along with its charitable initiatives.
06/28/2021
Gilbert’s AssetCo collects £30.9m to spend on M&A strategy
The litigation award stemmed from a Court of Appeal ruling against accountancy firm Grant Thornton after it was held liable for negligence when it failed to expose a fraud at AssetCo.
06/28/2021
HSBC sole European bank in global top ten listing for tenth year running
HSBC is the only European bank in the global top ten list for the tenth year running, according to the latest rankings from The Banker.
06/28/2021
Wealth Manager becomes first bank to automate ETF trading with Bloomberg Rule Builder
The strength of our solution is that it allows firms to deploy automation quickly and easily, by writing automation rules directly on the Bloomberg Terminal
06/28/2021
Independent wealth management firm launches venture capital-focused fund of funds
Independent wealth management firm launches new strategy designed to unlock opportunities providing greater returns than both public and private markets.
06/28/2021
How Raymond James is offering its radical employee plan
Extensive due diligence is carried out on every company that wishes to join Raymond James under any one of the four options available.
06/28/2021
Digital Mindset Moves into Mainstream
Some wealth firms were slow to embrace technology, but a combination of the Covid pandemic and regulation have ensured digital is now top of the private banking agenda