Managers of Wealth

Odey Asset Management performance fee revenue shrinks to just £900k

Results do not cover the period during which Crispin Odey was charged with alleged sexual assault

Credit Suisse to add $850m to US provisions

Swiss bank to post a fourth-quarter loss after extra charge for US litigation

VP Bank Luxembourg completes acquisition

This transaction in the form of an asset deal was successfully completed as planned on 1 January 2021.

Ten Trends to Impact Wealth Management in 2021

Among the biggest developments set to influence advisors’ businesses this year include consolidation among wealth management firms, the rise of ESG investing, a renewed focus on prospecting and changes to advisor compensation models.

Quilter offers bonus for moving assets onto ‘matrix’

This was cross-examined by a High Court judge, and Quilter did not dispute the finding that it offered a “matrix bonus” of 0.065 per cent of moved clients’ assets into its Core Investment Proposition.

Captrust Snaps Up $2.6 Billion Arizona Wealth Manager

Firm Launches New Service Offering: Tax Consulting

Puhui Wealth Investment Management Expands into Asia

The Company's goal is to maximize the benefits of holding Hong Kong securities licenses that it acquired as part of the acquisition of Granville Financial Services Company Ltd.

Credit Suisse Cuts Ties With Some Venezuelan Wealth Clients

Assets decline by more than half as bank steps up compliance

Centurion Wealth Management Named a Top Wealth Management Firm by AdvisoryHQ

Through this process, AdvisoryHQ created a ranking list of the 12 best financial advisory firms in the area.

Asset managers jumping at investors’ need for income

Funds launched to source yield from Asian equities and high-yield bonds

Maybank Private Head Carolyn Leng Surveys the Malaysian Wealth Management Scene

She has been rather successful this far – having joined only in 2019, she managed to grow the bank’s AUM and built the RM force, with plans to refine and expand ahead. Hubbis was fortunate to ‘meet’ up with her recently for an enga

BLKB committed to the elderly

In the Basel area, the statistical office expects the number of very old people to double by 2045.

JTC Private Office Features in the Superyacht Industry Book

The book explains how the industry works and how every relevant profession, from designer to shipyard to broker, relates to one another.

2021: China's Year? Or China's Decade?

The liberalisation of the capital markets seen in China in recent years has also been accompanied by a stronger regulatory framework

Financial Planner receives MBE

John’s fundraising efforts have helped raise more than £1 million, and he said he was stunned when he received an email about the New Year honour.

J. Safra Sarasin Looms Large in Deal Hunt

By contrast, Julius Baer gobbled up at least 115 billion francs in assets via 13 deals.

Global network enters UK market with IFA acquisition

It has wasted no time in getting a foothold in the UK after announcing in December 2020 that it had purchased three Australian advice firms.

Associated Banc-Corp Enters Strategic Agreement with Rockefeller Capital Management

Rockefeller & Co. LLC to acquire Whitnell & Co. and further deepen its roots in Chicago

Butterfield shortlisted for Citywealth and Private Banking Awards

Citywealth has additionally recognised Butterfield for excellence in private banking with a shortlisting for 2021 Private Bank of the Year – Channel Islands & Isle of Man.

Shard Capital announces launch of Tennyson Equity Capital Markets Service.

The division will have nine employees

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Wealth and Asset Management