02/04/2021
Deutsche Bank announces 1 billion euros profit before tax in 2020
Six quarters of disciplined execution contributed to a significant reduction in transformation-related effects¹ in 2020
Wealth and Asset Management
02/04/2021
Wealth Management: Monthly Market Summary – January 2021
Fourth quarter earnings continue to surprise as 80% of US companies beating expectations, so far.
02/04/2021
Bringing alternative strategies to the mass affluent market
Mass affluent retail investors are looking for income-generating strategies that can also deliver alpha—with returns that are not correlated to the broader markets—and are willing to live with less frequent liquidity without giving up transpar
02/04/2021
Avaloq crowned ‘Best Transaction Processing Solution’ provider
For the 2021 programme, the award’s judges commented on the strength of Avaloq’s submission, highlighting the evidence the firm provided on reversals and efficiency as well as the emphasis on the importance of both data integrity and speed.
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
Value Partners ties up with Chinese wealth manager
Italian firm Azimut and Korea's Mirae Asset are also expected to roll out private funds to qualified mainland investors.
02/04/2021
Zurich PB partners with Cyprus firm to create UAE wealth adviser
The new firm is expected to be operational by mid-2021.
02/04/2021
Amundi launches Amundi OCIO Solutions Division
The new offering is structured in order to help clients focus on their strategic goals, by shifting to Amundi some or all of the investment functions typically performed by an Investment Committee.
02/04/2021
Canaccord Genuity Group Inc. Reports Third Quarter Fiscal 2021 Results
Excluding significant items, Third quarter earnings per common share of $0.62 (1)
02/04/2021
Trust me, I'm a chief executive
Trust in governmental institutions is at record lows across the world. Business needs to rise to the challenge.
02/04/2021
The SYZ Group voted Best “Alternative Fund Manager” for the second year running
The SYZ Group has been awarded “Best Alternative Fund Manager” at the 8th edition of the WealthBriefing Swiss Awards for the second year running.
02/03/2021
UBS Multibanking available to corporate clients throughout Switzerland
UBS Multibanking allows corporate clients to access third-party bank accounts worldwide in UBS E-Banking and, as a first in Switzerland, to make payments directly via a single platform.
02/03/2021
UBS retains lead as Institutional Investor's Top Global Equity Research Firm of the Year
For the fourth consecutive year, UBS has been named Institutional Investor's Top Global Equity Research Firm
02/03/2021
UK wealth firm enters administration
‘Due to delays in the investment required for the business to begin trading’
02/03/2021
QWealth partners with wealth management firm
Partnership with $280 million AUM operation includes Vancouver Island company's first 'breakaway bank advisor'
02/03/2021
Discounts on luxury London homes have got less generous, as demand rises
The data shows that during the fourth quarter, 16.2% more properties were under offer compared to the same period in 2019.
02/03/2021
Envysion Wealth Management Inks Malaysia Tie-Up
Singapore-based Envysion Wealth Management enters a strategic partnership with a Malaysian financial solutions provider that expand the independent asset manager’s offshore capabilities.
02/03/2021
Irish household wealth hits record high of €831bn despite pandemic
Net worth of Irish households increases despite rise in unemployment, data shows
02/03/2021
Mattioli Woods scoops up wealth management firm
Montagu is based in Twickenham and employs an experienced team of four staff, all of whom will remain with Mattioli Woods following completion.
02/03/2021
Butterfield Group Head of Trust, Jane Pearce, recognised as eprivateclient’s 50 Most Influential in 2021
The 50 individuals were selected by PAM Insight judges after an exhaustive selection process, where each nomination was judged on its strength, the merits of the individuals, and PAM Insight’s market knowledge.