07/27/2021
Bank of China to Open Geneva Branch
Bank of China is the most globalized and integrated Chinese bank.
Wealth and Asset Management
07/27/2021
Open Finance: A New Era of Collaboration is Coming
It means embracing better ideas from open minded people and the collaboration of smart companies, so smart ideas are not monopolised and are shared
07/27/2021
Invest Africa and Standard Chartered Private Bank announce strategic partnership
The new collaboration will involve a programme of targeted business development opportunities in key hubs such as London, Dubai and Cape Town
07/27/2021
Diary of a Fund Manager - Silk Road
Those who forecast a permanent return to rising prices, the normal state of affairs in the ‘west’, were left high and dry. If anything we have become more Japanese in recent decades.
07/27/2021
Man Group on BTC: «No Inherent Worth»
Although Ellis noted that Man Group, which has $127 billion in assets under management, does make crypto investments, it was one of «probably 800 markets we trade today on top of 15,000 stocks and thousands of credits».
07/27/2021
UK wealth firm eyes £1bn assets under advice in five years
Company hasn’t ruled out acquisitions as it lays out ambitious growth strategy
07/27/2021
Hightower Makes Strategic Investment in Farr, Miller & Washington
Led by well-known speaker, author and commentator Michael Farr, the Washington, D.C.-based firm has $2 billion in AUM
07/27/2021
Shoosmiths recognised for work in advising HNW clients
Shoosmiths service to high net worth Individuals is extended by the addition of an in-house Private Property team.
07/26/2021
Why Compliance Automation is a Priority for Wealth Management: 5 Good Reasons
Playing catchup isn’t a linear pursuit.
07/26/2021
NBO Launches Wealth Management Portal On Mobile App
National Bank of Oman (NBO) has launched its new wealth management portal, available through the bank’s mobile app.
07/26/2021
Wall Street doubles down on lending ‘cheap money’ to the rich
Combined value of loans made by wealth management units at top US banks in second quarter exceeds $600bn
07/26/2021
Australian wealth manager AMP to revamp financial advice model
It will instead release “institutional ownership from AMP Financial Planning to advisers”, it said.
07/26/2021
St James's Place targets $1m HNW private clients in HK and Singapore
This private client proposition represents a logical next step for us in furthering our engagement with high net worth clients.
07/26/2021
Two more acquisition deals sees Fairstone expand into Yorkshire and Scotland
The Tyneside-based financial advice company has now launched six takeovers through its downstreet buy out programme
07/26/2021
Gary Walker Wealth Management in Dons deal
“After such a difficult period during Covid I wanted to step up my support for the Club to help them fulfil their ambitions.
07/26/2021
Goldman Sachs Asset Management and DWS mulling offers for NN Investment Partners - reports
NN Group ‘reviewing strategic options’ for NN IP since April
07/26/2021
SIX expands its international custody services reach to US
SIX delivers securities services to banks, private banks, wealth managers, broker-dealers and other clients across the global financial sector.
07/26/2021
Ed Dodig aims to expand CIBC’s private wealth arm
Mr. Dodig has been running the bank’s private wealth division in Canada since 2019
07/26/2021
7IM provides investors liquidity through partial merger of suspended funds
DRUM Income REIT uncovered as illiquid
07/26/2021
Raymond James opens Cheltenham branch
Earlier this month the firm opened a branch in Cheshire, which is led by Audrey McKinstry and John Simpson.