09/27/2021
Wealth management in the GCC: Massive transformation looming
Hybrid wealth management will be the way forward
Wealth and Asset Management
09/27/2021
Julius Baer Int'l back in profit as UK regional push pays off
The firm’s heavy investment three years ago to establish a number of wealth posts across the UK has started to bear fruit.
09/27/2021
7IM sees AUM increase by 24 per cent for 2020
The firm’s investment process was another key driver of success.
09/25/2021
The Future of Wealth Management is Hyper-personalised
In their survey report “Are You Developing A Hyper-personalised Strategy?”, Objectway asked domestic and overseas Wealth & Investment Managers which definition of hyper-personalisation fitted best for them.
09/24/2021
Zoe Financial announces partnership with Alchemist Wealth
Through this network, you will now be able to match with Alchemist Wealth Advisors, a black-owned Registered Independent Advisory (RIA) firm specializing in equalizing access to financial planning.
09/24/2021
Credit Suisse CEO Enjoys Chairman's Backing
The endorsement must sound like music to Gottstein’s ears
09/24/2021
JTC Wins at Drawdown Awards
The Drawdown Awards celebrate excellence and innovation within private capital fund operations.
09/24/2021
Brooks Macdonald launches ‘Inclusive futures’ to attract next-gen wealth management talent
Brooks Macdonald’s new graduate scheme will give participants the opportunity to gain the fundamental experience and skills needed to excel in the industry.
09/24/2021
Accuro’s forward-thinking business practices recognised by STEP Award
Accuro stands out in this industry as an independent, fully management-and-staff-owned business
09/24/2021
FTSE 250 group Investec expects 125 per cent UK profit growth
Based on its latest results, which the Group said were “substantially ahead of the same period last year,” Investec raised its earnings guidance per share to over 41p which was given as the upper end of a range in May.
09/24/2021
‘Every crisis is a hiring opportunity’: Pictet WM Zurich head
Victor Aerni said that the bank is careful not to expand beyond its means.
09/24/2021
Raffles Family Office leads Series B funding round for cancer screening and early-detection solutions developer Cellomics
They include liquid biopsy tests based on Cellomics’ patented microfluidic
09/23/2021
UBS Warned Wealthy Clients Over Evergrande
The move set a course into action whereby relationship managers were told to warn clients of the company’s risk and Evergrande securities were removed from rich clients’ portfolios.
09/23/2021
Tanglewood Total Wealth Management Deepens Focus on UHNW Families
Former Tiedemann Chief Investment Strategist, Paul Buongiorno, Joins Houston Firm Leadership
09/23/2021
Four Hightower Advisors Featured on Forbes' 2021 List of Top Next-Gen Wealth Advisors
These advisors represent the future of the wealth management industry.
09/23/2021
London wealth manager takes stake in Dublin investment tech platform Omnium
Both companies plan to use strategic tie-up as launch pad for European expansion
09/23/2021
We transitioned from consumer banking to private banking.
The importance of Asia Pacific to Citi is further highlighted by the fact that Hong Kong and Singapore account for two of its four wealth centres outside of the US.
09/23/2021
Citizens Financial CEO Hunts for Wealth Business Amid Deal Spree
Citizens is contacting wealth firms that look like a good fit and attempting to negotiate with their principals directly as a way of avoiding the bidding process.
09/23/2021
Brewin Dolphin adds sixth fund to Voyager range for advisers
Voyager Max 100% Equity will invest almost entirely in equities and mirrors Brewin Dolphin’s established Managed Portfolio Service (MPS) Global Equity model portfolio.
09/23/2021
Swiss Prime Site hires team to launch first fund
Swiss Prime Site Solutions has been awarded a Finma licence.