05/14/2021
Jan Brzezek: "A partnership with UBS would be very plausible"
At Crypto Finance, we of course welcome this development, although it is a logical step in itself.
Wealth and Asset Management
05/14/2021
Insigneo in talks to buy Citi’s Uruguay offshore wealth biz
If the deal goes ahead, it would be Insigneo’s first major acquisition and could add dozens of Latin American advisors to its ranks.
05/14/2021
Gilbert’s AssetCo acquires Saracen Fund Managers
The acquisition is conditional the admission of the new shares to trading on AIM, which is expected by the end of September.
05/14/2021
Citi launches automated securities lending solution for wealth managers
This solution is led by a partnership between Citi Ventures and the bank's Agency Securities Lending (ASL) business in the Asia-Pacific.
05/14/2021
Senior appointments at Kleinwort Hambros
Kleinwort Hambros has made two appointments to its Board and a promotion in its Private Banking team in the Channel Islands.
05/13/2021
Williams Jones Wealth Management Surpasses $10B in Client Assets
New York-based RIA firm reaches AUM milestone and is poised for additional growth.
05/13/2021
Wealth management in APAC: the winds of change now blow East to West
Asia is by extension a great barometer, and leading indicator of, digital transformation.
05/13/2021
Wealth Management In 2021: From Surviving Remotely To Thriving Remotely
April Rudin's article from TWM's US Wealth Technology Landscape Report (2021)
05/13/2021
Brewin Dolphin Holdings Interim Management Report
For the Half Year Ended 31 March 2021
05/13/2021
Swiss private banks at odds with clients over ESG
Many wealthy individuals remain sceptical when it comes to changing the world with their money
05/13/2021
Digital exuberance: the £1,000,000 banknote revisited
Digital coins are more divisible than Twain’s £1,000,000 banknote.
05/13/2021
APAC’s rich looking to switch wealth management providers
The pandemic’s impact has – not very surprising – been major.
05/13/2021
BlackRock, Temasek wealth management joint venture wins licence in China
“The Chinese market represents a significant opportunity to help meet the long-term goals of investors in China and internationally,” Laurence Fink, BlackRock’s chairman and CEO said in a statement.
05/13/2021
Citi sets sights on 1000 wealth hirings in Hong Kong
In the first quarter of 2021, Citi added more than $5 billion more in net new money.
05/13/2021
Apex introduces Outsourced SPAC COO Solution
This announcement supplements the existing broad range of local solutions
05/13/2021
Guardian Wealth Management brand dies as Skybound takes full control
In addition to a client book of repatriated investors, Skybound said it also provided advice on UK focused products such as ISA's, income protection and pension planning.
05/13/2021
Women’s wealth is projected to hit $93 trillion in 2023. Is wealth management paying enough attention?
Even as women’s wealth is projected to hit $93 trillion in 2023, many female wealth management clients’ needs are not being met. We meet the financiers pushing for change
05/13/2021
Digital Dominates Wealth Sales for HSBC
The bank will also maintain its hiring plans to add more than 5,000 client-facing wealth roles over the next five years, including relationship managers.
05/12/2021
One Swiss Bank Merger Back on Track
Fabio Candeli, Mario Aragnetti-Bellardi and former chairman Fulvio Pelli resigned from the former BDPG's board of directors.
05/12/2021
Close Brothers Asset Finance and Leasing launches 3rd Sales Academy
Full and intensive training is provided, comprising classroom-based learning, mentoring and practical ‘on-the-job’ training.