06/30/2021
Swiss Boutique Teaching Sports Celebs Money Game
Grin says that some of the clichés around spendthrift athletes are true.
Wealth and Asset Management
06/30/2021
Credit Suisse Weighs Overhaul of Wealth Management Business
Swiss bank considers consolidation of separate businesses
06/30/2021
Scandal-hit Credit Suisse considers creating single private bank -sources
The Swiss bank and its board are looking to decide on a fresh strategy as soon as October
06/30/2021
Four in five wealth managers struggle to meet client demand for private markets due to regulatory challenges
As private market investments generate increasing interest from HNW individuals, wealth managers need to consider that these clients are likely to operate from several international locations.
06/30/2021
AFH Financial Group acquisition completes
There is a strong strategic and cultural fit for all stakeholders and we are confident that our partnership will enable us to service growing client needs and grow market share, reflecting our strong track record of increasing shareholder value.
06/30/2021
China’s super-wealthy women demand more
Women’s wealth tends to be much more varied than the traditional tech connections of self-made men.
06/30/2021
MENA wealth management remains resilient
‘Concepts such as ESG/sustainable investing, and green sukuk are also rising in prominence and gaining investor interest’
06/30/2021
Wealth preservation takes centre stage in Latin America
Domestic and foreign investors alike are hungry to invest in infrastructure projects, with the potential for job creation, economic stability and favourable returns.
06/30/2021
Wealth management firms are doubling down on efforts to make their advisor ranks more diverse. Here are the strategies they’re using
“We took a hard look on where we were and we knew that we needed to do more”
06/29/2021
G+E Wealth Management acquires Yorkshire wealth management firm
The acquisition was supported by leading alternative finance provider to mid-sized SMEs, ThinCats, led by Ben Kimball.
06/29/2021
China’s Lufax Teams Up With Schroders As Part Of Push Into Wealth Management In Singapore
Schroders will bring asset management know-how while Lu International, or LUI, will bring digital capabilities, according to a press release.
06/29/2021
UBP to acquire Geneva private bank
The onboarding of Millennium Banque Privée’s teams will contribute to broadening UBP’s footprint in selected countries
06/29/2021
Fairstone Partner with James Ryan Thornhill Under its DBO Programme
The deal brings more than 1,000 clients, five advisers and eight support staff to the wider business as well as gross annual fee income of around £1.2 million and funds under management of over £160m.
06/29/2021
PraxisIFM puts ESG at the top of its business agenda
The Environmental Business Operations Framework is an international benchmark and serves as an environmental management system to measure, manage and minimise an organisation’s environmental impact.
06/29/2021
Manulife Financial to Focus on Asia, Global Wealth Asset Management Businesses for Growth
We have entered a new phase of our strategy
06/29/2021
Record partners with UBS unit to launch sustainable finance fund
Record shares were trading 2.6% higher in London
06/28/2021
UBS to let two-thirds of staff mix working from home and office permanently
The move by UBS sets a stark contrast between the Swiss lender and many of its US rivals.
06/28/2021
LaTrobe Financial’s wealth arm the focus for bidders
As the LaTrobe Financial strategic review heads for the pointy end, it’s the group’s asset management arm that’s become the focus for bidders.
06/28/2021
UK wealth manager open to M&A talks with advice firms globally
It is already ‘in exclusive due diligence on two potential deals in two international markets’
06/28/2021
JTC Wins In Private Client Excellence Awards
The company’s commitment to becoming carbon neutral by the end of the year was also commended along with its charitable initiatives.