04/22/2021
Wealth Managers Combine After Parents' Merger Completion
The newly combined business in Belfast can trace its roots back to the 1840s.
Wealth and Asset Management
04/22/2021
Credit Suisse Taps Loyalists, Super-Wealthy for Quick Infusion
The second batch, due next week, is to be opened to shareholders on a one right-one share of Credit Suisse conversion.
04/22/2021
Avaloq enters partnership with Adviscent to provide smart content solutions for wealth managers and private banks
In response to this challenge, Adviscent developed a savvy content hub called Interactive Advisor for content owners like research analysts, investment writers and sales managers to create, manage and distribute guided investment stories tailored to the r
04/22/2021
Blackstone Reports First Quarter 2021 Earnings Results
Blackstone will host its first quarter 2021 investor conference call via public webcast on April 22, 2021 at 9:00 a.m. ET.
04/22/2021
Wirehouses: Just Say No to Disclosing Broker Headcounts
In its previous reporting, BofA had separated the core and Edge brokers from the private bankers.
04/21/2021
Natixis Expands Global Markets Unit in APAC
China and Japan are key geographies for our global markets business and these new appointments to bolster our sales teams will allow us to deepen our client dialogue and enhance our focused development of new activities and products.
04/21/2021
LGT Vestra plants 10,000 trees with paperless reporting drive
The LGT Vestra Forest has planted trees in Brazil, Kenya, Madagascar, Thailand and India, supporting a range of projects.
04/21/2021
HSBC, Citi's renewed China plans reignite global vs local contest for wealth biz
Major global financial institutions including HSBC and Citi have formed onshore joint ventures with Chinese partners for years, from securities broking and asset management to insurance underwriting.
04/21/2021
GAM Holding Ag Interim Management Statement For The Three-Month Period To 31 March 2021
Our fixed income strategies saw strong year-to-date performance resulting in 98% of total AuM outperforming their benchmark over five years.
04/21/2021
LGT Private Banking is a founding member of the UN Net-Zero Banking Alliance
The goal of the NZBA is to remove carbon-intensive, climate-damaging sectors from their investment portfolios.
04/21/2021
Credit Suisse Maelstrom Engulfs Top Banker in Asia
While nobody at Credit Suisse comes out of the twin scandals of Archegos and Greensill looking good, Sitohang is particularly entrenched.
04/21/2021
Coutts Joins Net Zero Managers Initiative
Find out why Coutts has joined Net Zero Asset Managers initiative
04/21/2021
Liontrust takes first steps into closed-ended territory with sustainable trust launch
‘The investment trust sector has been relatively behind the curve in servicing the growing demand for ESG strategies’
04/21/2021
UK wealth manager acquires Scottish financial planning business
It does not want to do deals which see clients as a ‘secondary concern’
04/21/2021
A Well-Conceived Share Plan Can Be Critical to Long-Term Success
JTC’s own journey as a business and the role shared ownership has played in that journey has made for a fascinating case study.
04/20/2021
BNP Paribas Wealth Management Asia has won five awards
Voted as the Best Hong Kong Domestic Private Bank, WBA acknowledged that the interplay between the needs of a local player and the capabilities of one of the leaders of the international stage was evident in BNP Paribas Wealth Management’s submissio
04/20/2021
WEEKWATCH by St. James's Place
While markets were more optimistic last week, the past few months have been characterised by plenty of uncertainty about the outlook of the world economy.
04/20/2021
Back on track?
In the latest Quarterly Market Review for Q2 2021, EFG’s economists turn the spotlight on the US and other markets to see if the longed-for recovery is emerging.
04/20/2021
Jupiter records outflows of £776m as demand for European equities falls
Assets under management (AUM) inched higher to £58.79bn in the first three months of the year, up from £58.73bn at the end of the previous quarter.
04/20/2021
Further Hong Kong SAR incentives for the asset and wealth management industry
Lewis Lu and John Timpany of KPMG discuss further initiatives for the asset and wealth management industry in Hong Kong SAR.