03/22/2021
JPMorgan’s $415 Mln Tie-Up With Wealth Firm Highlights Contradictory U.S. Impulses Toward China
The U.S. still has more millionaires than any other country, but China recorded the largest gains in the first half of 2020, with an increase of 365,000 between January and June, according to Credit Suisse.
03/22/2021
Barclays expands private bank to France and Italy in bid to grow EU business
“Despite the Covid-19 crisis, we have continued to see strong growth in assets under management,” Jean-Christophe Gerard, chief executive of Barclays private bank said.
03/22/2021
Julius Baer: Annual Reports 2020
The documents are available online
03/22/2021
JPMAM expands China wealth management partnership
JP Morgan Asset Management (JPMAM) plans to take a 10% stake in CMB Wealth Management.
03/22/2021
Fit for future: How wealth managers can adapt to an evolving industry
According to Vrijhof-Droese, its important to understand the priorities of this demographic.
03/22/2021
With a Global Presence, Beryllus Capital Will Serve as a Strategic Advisor to Some of the World's Most Prominent Families
03/22/2021
Bond market jitters on inflation fears may be just what the equity bull market needs to resume climbing the wall of worry supported by improved fundamentals.
03/21/2021
Natural capital accounting, which takes stock of natural assets such as forests, soils and oceans, is gaining traction. Here's what our chief executive and specialists have to say on its rise.
03/21/2021
Bank ‘100% focused’ on recovering cash from frozen funds
03/19/2021
Bergos: How a Swiss private bank wants to be “cool”
Berenberg, Gossler & Co. KG, or Berenberg Bank for short, which was founded in 1590 and is the oldest commercial bank in the world.
03/19/2021
CS-Greensill: Is Private Banking Next?
Varvel had in mind to increase the internal sales of the CS fund in private banking and to draw at least CHF 1 billion in new money into alternative investments from this cooperation - per year.
03/19/2021
London-based Craven Street Wealth has acquired Kreston Reeves Financial Planning Ltd and Christchurch Investment Management Ltd.
03/19/2021
The SPW Global High Income and Emerging Market Debt fund will be jointly managed by Barings, BlueBay EMD, BlueBay HY and T Rowe Price.
03/19/2021
Firm’s Transparency 2021: Addressing Gaps in Equity Compensation report highlights how private companies can use equity compensation to create equity parity and opportunity among their workforce
03/19/2021
The agreement marks the first time a Chinese bank has opened up its wealth-management subsidiary to a foreign strategic investor
03/19/2021
The initiatives are part of DBS Private Bank’s three-pronged sustainability approach that drives ESG investing, advocate responsible business practices and create social impact.
03/18/2021
In the UK, Julius Baer International has signed up to the Diversity Project and the Women in Finance Charter, demonstrating the firm’s commitment to improving all aspects of diversity within the investment management industry.
03/18/2021
The programme looks to recognise and celebrate talented individuals
03/18/2021
Over the next 11 weeks, teams of Morgan Stanley employees in New York and London will work virtually with leadership teams at 12 nonprofit organizations to provide strategic recommendations to address their mission-critical challenges.
03/18/2021
WealthSource Acquires RIA
Deal adds three financial advisor coaches and six marketing professionals, substantially augmenting the WealthSource value proposition nationally