07/19/2021
First half-year results 2021 UBP
Union Bancaire Privée’s assets under management rise by close to 10% to CHF 161.1 billion
Wealth and Asset Management
07/19/2021
Nick Train backs M&A-driven UK wealth sector for growth
Wealth management is a long-term portfolio theme for FGT
07/19/2021
Rathbones launches managed portfolios for Greenbank range
The service is an adviser-led execution only product, so Rathbones will only act on client instructions following advice received from a financial adviser.
07/19/2021
Credit Suisse leads $20 million round in financial data company Daloopa
With the financing in place, the company intends to extend its software to extracting detailed financial fundamentals from the financial filings of all public companies globally
07/19/2021
Citywire UK Awards 2021: All the fund manager nominees
We reveal the nominees for our UK fund group awards 2021.
07/18/2021
Amundi, Europe’s largest money manager, targets US$600 billion in Asian assets under management by tapping Wealth Management Connect, ESG opportunities
The money manager aims to boost its Asian assets under management by 70 per cent in the next four years, says its Greater China boss
07/18/2021
Davy fund unit to be sold separately to Bank of Ireland deal
Sale of entire assets, including excess cash reserves, set to generate more than €500m
07/18/2021
McLaren raises £550m and adds Saudi Arabian wealth fund as investor
British supercar and racing group has raised more than £1bn in past two years to invest in electric cars
07/16/2021
Rothschild & Co wins two awards
The judges also observed clients' need for advice on liquidity and capital this year, through our Financing Advisory expertise.
07/16/2021
CI Financial Reports Total Assets of $304 billion for June 2021 and Positive Second Quarter Net Sales
Strongest net sales in nearly six years led by $530 million in net flows in Canadian retail asset management; assets exceed $300 billion for the first time
07/16/2021
Munnyport partners Cairngorm Capital on wealth management group
Using Munnypot’s proven and award winning technology platform, Verso will blend the expertise of its client advisors with automated advice capability, allowing cost-effective customer segmentation by value and complexity.
07/16/2021
Apex Group secures additional equity investment from Carlyle and Mubadala
This follows the announcement earlier this week that The Group has secured corporate ratings from Moody’s Investors Service and S&P Global Ratings.
07/16/2021
Partners Group reports total AuM of USD 119 billion as of 30 June 2021
Fundraising was diversified across the four private markets asset classes in H1 2021
07/16/2021
The Ostrich, the Antelope and the Tiger
With the benefit of hindsight, we know that Investor Three – the Tiger – should have been the most successful in 2020, but we wished to understand how the numbers compared.
07/16/2021
Rothschild & Co announces the completion of the acquisition of Banque Pâris Bertrand
The acquisition of this highly regarded private bank supports the growth of Rothschild & Co’s Swiss business
07/16/2021
Euromoney awards UBS Middle East's Best Bank for Wealth Management for second year in a row
UBS combines global expertise with local knowledge, acquired through over half a century of being present in the Middle East
07/16/2021
PE firm makes double acquisition to create UK wealth manager
The acquisitions are expected to complete shortly
07/16/2021
Merrill’s Sieg Nods to ‘Competitive’ Attrition Issue in Call with Brokers
The remarks came as attrition of experienced brokers rose to around 5% in the second quarter from an average of around 4% that executives had cited in prior quarters.
07/16/2021
Nick Train backs M&A-driven UK wealth sector for growth and to bolster FGT
Wealth management is a long-term portfolio theme for FGT
07/15/2021
GAM Almost Out of the Red
The company may have benefited from an extraordinarily good environment for the asset management business.