03/22/2021
JPMAM expands China wealth management partnership
JP Morgan Asset Management (JPMAM) plans to take a 10% stake in CMB Wealth Management.
Wealth and Asset Management
03/22/2021
Fit for future: How wealth managers can adapt to an evolving industry
According to Vrijhof-Droese, its important to understand the priorities of this demographic.
03/22/2021
Focus Financial Partners, Hinduja Family Launch MFO
With a Global Presence, Beryllus Capital Will Serve as a Strategic Advisor to Some of the World's Most Prominent Families
03/22/2021
A Detour Does Not a Journey End
Bond market jitters on inflation fears may be just what the equity bull market needs to resume climbing the wall of worry supported by improved fundamentals.
03/21/2021
In the news: the rise of "natural capital" – why the UN is urging countries to look beyond GDP
Natural capital accounting, which takes stock of natural assets such as forests, soils and oceans, is gaining traction. Here's what our chief executive and specialists have to say on its rise.
03/21/2021
Credit Suisse CEO Signals Potential Spinoff of Asset Management
Bank ‘100% focused’ on recovering cash from frozen funds
03/19/2021
Bergos: How a Swiss private bank wants to be “cool”
Berenberg, Gossler & Co. KG, or Berenberg Bank for short, which was founded in 1590 and is the oldest commercial bank in the world.
03/19/2021
CS-Greensill: Is Private Banking Next?
Varvel had in mind to increase the internal sales of the CS fund in private banking and to draw at least CHF 1 billion in new money into alternative investments from this cooperation - per year.
03/19/2021
Craven Street Wealth Ltd Acquires Two Complementary Financial Advisory Firms
London-based Craven Street Wealth has acquired Kreston Reeves Financial Planning Ltd and Christchurch Investment Management Ltd.
03/19/2021
Schroders Personal Wealth launches three new funds
The SPW Global High Income and Emerging Market Debt fund will be jointly managed by Barings, BlueBay EMD, BlueBay HY and T Rowe Price.
03/19/2021
Report for Morgan Stanley at Work Shows Women Significantly Lag Men in Equity Compensation at Private Companies
Firm’s Transparency 2021: Addressing Gaps in Equity Compensation report highlights how private companies can use equity compensation to create equity parity and opportunity among their workforce
03/19/2021
JPMorgan to Buy $410 Million Stake in Chinese Bank’s Wealth Business
The agreement marks the first time a Chinese bank has opened up its wealth-management subsidiary to a foreign strategic investor
03/19/2021
DBS Private Bank aims to have more than 50% of AUM in sustainable investments by 2023
The initiatives are part of DBS Private Bank’s three-pronged sustainability approach that drives ESG investing, advocate responsible business practices and create social impact.
03/18/2021
Julius Baer International signs up to the Diversity Project as part of commitment to Diversity & Inclusion initiatives
In the UK, Julius Baer International has signed up to the Diversity Project and the Women in Finance Charter, demonstrating the firm’s commitment to improving all aspects of diversity within the investment management industry.
03/18/2021
Julius Baer is pleased to be the Headline Sponsor for the EY Entrepreneur of the Year Awards in the UK
The programme looks to recognise and celebrate talented individuals
03/18/2021
Morgan Stanley Strategy Challenge to Benefit 12 Nonprofit Organizations in the U.S. and UK
Over the next 11 weeks, teams of Morgan Stanley employees in New York and London will work virtually with leadership teams at 12 nonprofit organizations to provide strategic recommendations to address their mission-critical challenges.
03/18/2021
WealthSource Acquires RIA
Deal adds three financial advisor coaches and six marketing professionals, substantially augmenting the WealthSource value proposition nationally
03/18/2021
Credit Suisse CEO Gottstein earns less than predecessor Thiam
The recent collapse of around $10 billion of funds related to British supply chain financier Greensill has put fresh pressure on him.
03/18/2021
Credit Suisse is overhauling its asset management business and has suspended bonuses after Greensill collapsed
Credit Suisse stuck to its guidance on capital and said plans to buy back at least 1 billion Swiss francs ($1.1 billion) worth of stock this year were still on.
03/18/2021
International Americans: the benefits of "offshoring"
Elections and other disruptive political events, along with sudden legislative changes, are just some of the risks associated with holding all of your assets in a single jurisdiction.