06/28/2021
Credit Suisse Takeover Fears Can Be a Good Thing
A deal would impose much-needed cultural change on the Swiss bank.
Wealth and Asset Management
06/28/2021
Schroders Singapore partners with investment platform
To create digital wealth solutions in southeast Asia
06/28/2021
Liontrust merges away A-rated manager's European fund
Citywire A-rated Thomas Smith's Liontrust European Opportunities fund has been merged into the Liontrust European Growth fund.
06/28/2021
Lombard Odier wins award for sustainable investment technology
This marks the third time Lombard Odier has won an award.
06/28/2021
CI Financial Enters Pennsylvania with Acquisition
CI continues U.S. wealth management expansion with 19th acquisition, deepening its Mid-Atlantic presence and boosting total assets to C$298 billion
06/28/2021
EY and Sionic named Europe’s top wealth management consultancies
EY enjoyed a double scoop, also picking up the M&A Advisor award, while the Big Four giant received a highly commended score in the Wealth Management Thought Leadership category, behind winner BNP Paribas.
06/28/2021
George Ferizis Group to Join Focus Partner Connectus Wealth Advisors
Joining such a highly collaborative consortium is an exciting new phase for our firm.
06/27/2021
Wealth management of tomorrow: Emerging trends within the regional landscape
Global trends of investing with purpose have been reflected regionally as well
06/27/2021
UBS Asia-Pacific chief Edmund Koh on wealth, and winning
The banking veteran believes that in the wealth management business, it is important to be risk aware but not risk averse.
06/27/2021
Credit Suisse Considers Merger in Major Overhaul
Management discussions are in the preliminary stages and no decisions have yet to be taken.
06/25/2021
Five J.P. Morgan Wealth Management Advisors Recognized on Barron’s Top Women Ranking
These advisors work tirelessly to serve their clients and help them achieve their financial goals.
06/25/2021
Wealth management player d1g1t raises C$16m
The announcement comes as the company continues to experience explosive growth.
06/25/2021
Value for money a priority for wealth managers’ clients
Lockdown has given customers the opportunity to scrutinise fees and charges
06/25/2021
Advisers launch a tech revolution to tap the wider market
Wealth managers create ‘hybrid’ services that combine low-cost digital advice with face-to-face options
06/25/2021
Stanhope Capital Group launches Stanhope FFT Global Ventures
Venture capital has historically presented investors with returns substantially in excess of public equity markets and other private market strategies.
06/25/2021
Private bank opens branch in Neuchâtel canton
The branch will open in August and host two client advisers, Stéphane Crevoisier and Jean-Philippe Moullet.
06/25/2021
TISE joins AFME
TISE’s membership of AFME puts us amongst the leading capital markets participants, and at the centre of policy discussions concerning the future of financial markets in Europe.
06/25/2021
Cazenove Capital’s top talent celebrated in Spear’s 2021 Wealth Management Index
The Spear’s Wealth Management Index celebrates the most accomplished wealth managers in Britain’s HNW and UHNW segment of the Wealth Market.
06/25/2021
Ocorian acquires Nordic Trustee as it targets growth in fast-growing regional bond market
Ocorian, which has a presence in Bermuda, said the acquisition was part of its strategy to build its capital markets offering
06/25/2021
Credit Suisse could seek UBS merger after Greensill and Archegos scandals
The Greensill Capital collapse, which was triggered when it suspended $10bn in funds used by the supply chain finance firm, also impacted.