03/18/2022
Private bank downgrades equity weighting to ‘disinclination’
As it upgrades gold exposure from positive to preference status
Wealth and Asset Management
03/18/2022
Anglo-South African bank and wealth manager Investec lifts profit forecast
That marks a significant increase on the previous year, when the pandemic hit the lender and profits came in at £377.6million.
03/18/2022
Eleven UBS advisors in the Northeast Private Wealth Market named to the Barron’s Top 1,200 Financial Advisors list
UBS Private Wealth Management has announced that eleven Private Wealth Advisors in firm’s Northeast Private Wealth Management market have been named to the Barron’s Top 1,200 Financial Advisors list for 2022.
03/18/2022
EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth
Among the team's specialties are helping business owners and corporate executives diversify their assets and prepare for a transition.
03/17/2022
Placing clients at the heart of UAE wealth management decisions
How Emirates NBD works to meet its customers' individual needs
03/17/2022
BaxterStorey Partners With Social Bite Charity To Open First Coffee Shop In London
A VIP launch saw local businesses, charities and celebrities including Scottish actor, Martin Compston and singer, Matt Willis, join CEO of Coutts, Peter Flavel and Social Bite founder Josh Littlejohn to show their support in the opening of the caf&ea
03/17/2022
Mashreq: Partners in your UAE wealth journey
The bank works to ensure investors navigate the global financial climate
03/17/2022
Schroders Singapore launches new Global Private Equity Fund
The fund is targeted at UHNW investors looking to achieve potentially higher returns and greater portfolio diversification by accessing the often hard-to-reach global private equity markets.
03/17/2022
Julius Baer to redeem Perpetual Tier 1 Subordinated bonds
The bonds (ISIN: XS1502435727), with a coupon of 5.75% per annum, were issued by Julius Baer Group Ltd. in the aggregate nominal amount of SGD 325 million.
03/17/2022
EdR WM shuts Uruguay office, pulls out of LatAm
Edmond de Rothschild has closed its representative office based in Montevideo, Uruguay, effectively bringing to an end its presence in Latin America.
03/17/2022
KKR to Aquire Leading Japanese Real Estate Asset Manager
Japan is one of the most important and high-volume real estate markets in the world, and is a market we have been dedicated to investing in with a local team since 2006.
03/17/2022
Tilney Smith & Williamson doubles Newcastle office
The group has provided Financial Planning to its clients, including families, business owners and charities, in Newcastle for over a decade.
03/17/2022
Hong Kong expands wealth management connect to brokerages
Opening up of the scheme to brokerages will further increase the competition for participating banks for an estimated $500m in annual fees.
03/17/2022
UBS, Citi wealth clients get margin calls on China tech rout
While stocks recovered some ground on Wednesday, they are still trading at depressed levels.
03/17/2022
Julius Baer Guernsey moves into its new purpose-built offices
Having enjoyed significant growth in recent years, Julius Baer required a larger premises to accommodate its circa-150-strong team.
03/17/2022
All Russians “semi-sanctioned” as UBS takes conservative approach-CEO
UBS on March 7 detailed a $634 million direct exposure to Russia.
03/16/2022
Sixteen J.P. Morgan Wealth Management Advisors Make Barron’s Top 1,200 List
Barron’s ranks the top advisors in each of the 50 states plus Washington, D.C. The rankings are based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors’ practices.
03/16/2022
CI Financial Reports Total Assets of $370.2 Billion for February 2022
All financial amounts in Canadian dollars unless stated otherwise.
03/16/2022
175 UBS Advisors named to Forbes/SHOOK Top Women Wealth Advisors list
This year, UBS advisors represent 13% of the list, with 30 sitting in the firm’s Private Wealth Management business, serving ultra-high-net-worth clients.
03/16/2022
BNP Paribas Sets up Asset Management JV in India
The Indian mutual fund industry is witnessing strong growth.