11/26/2021
James Hambro & Partners severs ties with JOHCM in equity buyout
Companies House documents show JOHCM sold its entire stake in James Hambro & Partners last year, also revealing a fall in profit, turnover and AUM.
Wealth and Asset Management
11/26/2021
Oddo BHF wants to take over Parisian private bank
Oddo BHF wants to continue buying after the acquisitions in Switzerland and France.
11/25/2021
Schroders wins IR Society’s Best Investor Engagement Award for second consecutive year
Schroders won the ‘Best Investor Engagement Award’ for the second consecutive year at the prestigious IR Society Best Practice Awards 2021 on 23 November 2021.
11/25/2021
Global Family Office Alliance Announce Strategic Partnership
Renowned nonprofit, Global Family Office Alliance, partners with Global Holding’s Rolling Pines Golf Course to bring together world leaders and visionary businessmen
11/25/2021
HSBC unveils new Wealth Centre imbued with sustainability, innovation and digital art
As one of the region’s leading banks, HSBC is committed to environmental, social and corporate governance (ESG).
11/25/2021
The path forward for Wealth Managers: explainable ESG and hyper-personalisation
This yearly conference is one of the must-attend event in the space of the Canadian Wealth Management
11/25/2021
Moneyfarm launches digital wealth solution for UK advisers
The UK’s advice sector accounts for £514bn on platforms but the country is facing an advice crisis as millions of people with modest income are left behind.
11/25/2021
Let’s Dance - the risks lying ahead
A risk to examine is one that the IMF refers to as “asynchronous and divergent global economic recovery
11/25/2021
Berenberg launches AAA-rated star’s top-rated Europe strategy into UK
Berenberg’s wealth and asset management arm has launched a Europe ex-UK equity strategy managed by its top performing equity boss, Citywire can reveal.
11/24/2021
Barings shuts strategic bond fund as assets dip below £30m
The strategy, run by Brian Mangwiro, has had net outflows of over £11m in three years.
11/24/2021
Noah Holdings: Unaudited Financial Results
We offer investment products and provide value-added services to high net worth investors in China
11/24/2021
Brewin Dolphin: Full Year Results
Record discretionary fund inflows and delivering on our strategic growth ambitions
11/24/2021
R&M pledges to return £180m as bid battle launched
River & Mercantile is to return 80% of the proceeds from the sale of its fiduciary division to Schroders to shareholders.
11/24/2021
Former Quilter directors’ wealth consolidator buys Lighthouse arm
MKC Wealth, owned by two ex-Quilter directors has acquired Lighthouse Carrwood for an undisclosed sum.
11/24/2021
Next Generation of Machine Learning-Based Stock Selection Models
We evaluate the performance of the model via the out-of-sample information coefficient
11/24/2021
Weatherbys named Private Bank of the Year
The Spear’s Wealth Management Awards celebrate excellence in the private client world and have been running for more than 10 years.
11/24/2021
Lombard Odier named Private Bank of the Year 2021
This award recognises a bank with an “unmatched capability to serve clients with cross-border needs,” that has delivered outstanding service and performance over the year.
11/23/2021
UBS will find plentiful opportunities in US digital wealth management push
Digital wealth management targeted at the mass affluent market is projected to be the fastest-growing segment at an annual rate of 16.8% over the same period.
11/23/2021
Blackstone Announces $5.6 Billion Final Close of Second GP Stakes Fund
This is a strong recognition of Blackstone’s unique value proposition in the GP Stakes market and the rigorous approach our team brings to identifying and investing behind great firms.
11/23/2021
UBS Puts Some U.S. Bankers in «Penalty Box»
Specifically, U.S. brokerage chief Jason Chandler is scotching a net new asset award as well as consolidating bonus for seniority with UBS into its core payout grid.