09/09/2021
Sanlam 2021 Interim Results
Sanlam reports strong 2021 interim results.
Wealth and Asset Management
09/09/2021
Suntera Global makes second Luxembourg acquisition
The team of 14 staff in Luxembourg will add complementary expertise to Suntera Global's existing office in Luxembourg
09/09/2021
Coutts passes tough regulator test on responsible investing
The code outlines how those investing for British savers and pensioners should “create long-term value for clients and beneficiaries leading to sustainable benefits for the economy
09/09/2021
Sanlam exits UK businesses to sharpen focus
The move falls in line with the insurer’s African focus, started three years ago when it paid $1.1 billion for Saham Finance.
09/09/2021
New Independent Wealth Management Firm Launched
Client portfolios include real estate investments, alternative investments, investments in private deals and private companies, and exposure to digital assets such as Bitcoin and Ethereum.
09/09/2021
Scotiabank seeking to buy U.S. wealth management team or business- CEO
"The U.S. dollar management capability is important to us, it's important to our customer," he said.
09/09/2021
Four UBS advisors in Southern California named to the Forbes/SHOOK Top 250 Wealth Advisors List
We are extremely proud to have exceptional UBS representation in Southern California on this prestigious list
09/08/2021
Why The Wealth Management Industry Has So Much to Gain From AI
Data can be about clients or markets and using the two sources intelligently is a principle of the wealth management business model.
09/08/2021
PE giant snaps up majority stake in leading UK wealth platform
The London-based buyout firm is on the verge of clinching a takeover of one of Britain’s biggest wealth management platforms after months of talks, Sky News learns.
09/08/2021
Credit Suisse Reveals Greensill Recovery Cost
In early August the bank paid $400 million to investors, bringing the total paid out to $5.9 billion.
09/08/2021
J. Safra Sarasin Fills Its War Chest
J. Safra Sarasin typically eschews taking profits out in favor of stowing the money instead.
09/08/2021
Ahead of DOL IRA Rollover Requirements, Broadridge Fi360 Offers Enhanced Solution
Broadridge Fi360 Solutions worked to enhance the tool with ongoing support from the Pension Resource Institute to develop best practice criteria that is easily adaptable as the regulatory environment evolves
09/08/2021
LGT Vestra and Wealthify to offer low-fee digital investment service
Both the asset allocation and fund selection will be carried out by LGT Vestra, with the platform and customer care provided by Wealthify.
09/08/2021
How Bank One is supporting Mauritius’ efforts to emerge as a private wealth hub for Africa
The most noteworthy exercise in this space was the Blueprint for the Financial Services Sector commissioned
09/07/2021
Schroders and Bank Muscat announce long-term strategic partnership
The partnership will support Schroders ongoing commitment to expanding its capabilities in the Middle East.
09/07/2021
Revealed: All the shortlists for Schroders UK Platform Awards
19 shortlists
09/07/2021
World’s Biggest Wealth Fund Steps Up ESG Focus in Real Estate
What we’re working on now is a separate, improved sustainability strategy, which prepares us for net-zero” as well as new laws and regulations surrounding carbon emissions.
09/07/2021
Julius Baer's head of wealth planning's seven tips on how to preserve your wealth
Preserving wealth for one or more lifetimes requires long-term, strategic thinking
09/07/2021
Quintet's Money Burn
Fuelled with hundreds of millions in funding from the al-Thani family, Quintet is hiring bankers at a brisk pace – but can’t always retain them, as finews.com reported last week.
09/07/2021
Tavistock turns £1.23m profit as performance turns around
Tavistock Wealth saw a 7% increase in revenue to £5.9m (2020: £5.5m).