02/08/2021
The Momentum Continues
Even in the US, about 9% of the population has received at least one dose.
Wealth and Asset Management
02/08/2021
Intesa May Consider Small Deals in Wealth Management Sector
Italy’s biggest bank looks to strengthen core business areas
02/05/2021
Lombard Odier wins four prizes at the WealthBriefing Swiss Awards
This prize has been awarded to us for the sixth time in the last seven years and reflects Lombard Odier’s ongoing commitment to excellence especially by our bankers and wealth planning experts across our five offices in Switzerland.
02/05/2021
Global Market Insights - WHIreland Wealth Management
Our key concerns remain the risk and role of fixed interest in portfolios and signs of a rising bubble in some areas of the stock market.
02/05/2021
Deutsche Bank: Tightening The Credit Nozzle
The ex-Credit Suisse banker was poached in 2018 and advanced to the top less than a year later.
02/05/2021
Why women need a financial adviser in their power team
Adding a financial adviser to your inner circle can have financial and non-financial benefits
02/05/2021
Schroders awarded significant infrastructure investment accolade
Best Communication’ was awarded to GPs who kept LPs updated on their portfolios and risk in the most effective and transparent manner.
02/05/2021
Schroders as founding members celebrate 75 signatories of the Change the Race Ratio
The Change the Race Ratio, of which Schroders was one of the first signatories and a founding partner, has reached 75 signatories as the campaign to increase racial and ethnic participation in British business continues to gain traction.
02/05/2021
Credit Suisse Was Alerted to Private Banker’s Misconduct Years Before Criminal Charges
Regulatory report says some executives turned a blind eye to fraud. Credit Suisse says it revealed nothing incriminating against the bank.
02/05/2021
‘Most M&A deals are failures’: AM leaders hold nothing back at summit
Highlights from the 2021 Citywire World of Asset Management CEO Summit.
02/05/2021
Barclays CEO on the future of the City: 'Forget Frankfurt and Paris'
Staley said he did not support widespread deregulation to achieve this aim, saying the UK’s robust regulation system was a major strength not a weakness.
02/05/2021
Fisher Investments' US Private Client Group Passes $100 Billion in Assets Under Management
Firm's largest business unit now serves over 65,000 high net worth Americans
02/05/2021
Why are UK mid caps in such an M&A sweetspot right now?
UK-quoted companies are attracting good interest as global deal-making picks up again and FTSE 250 companies appear to be the candidates of choice.
02/05/2021
How can investors prepare for the unexpected?
Traditional approaches to volatility estimation and forecasting rely on multiple forms of filtering past or historical data through various kernels.
02/05/2021
ZEDRA Q4 2020 Market Update
The fact that UK equities were down almost 15% in 2020, despite this significant bounce, shows just how far they had fallen in the year and recorded their worse year since 2008.
02/05/2021
Accuro wins prestigious Wealthbriefing Swiss Awards 2021
I am delighted that our efforts to care for our staff while ensuring seamless client service delivery has been recognised.
02/04/2021
Canaccord Genuity Group Inc. Announces That HPS Will Invest in its UK Wealth Management Business
Proceeds to be used to fund a return of capital from the UK Wealth Management division to Canaccord Genuity Group Inc.
02/04/2021
WealthArc raises $4m
The firm has already integrated over 60 private banks from Switzerland
02/04/2021
Compelling opportunities in Japanese small-cap techs
What came first was a sharp increase in the number of independent directors, although the increase was not across the board.
02/04/2021
10 powerful women in professional services: Wealth industry
Alongside celebrating the achievements of women in leadership positions, the awards programme – now in its ninth year – also places the spotlights on the female leaders of tomorrow.