04/14/2021
Bricknode and additiv form Wealth Management-as-a-Service partnership
Together, the partnership offers a complete and ready package, from a trusted source, to leverage the digital age.
Wealth and Asset Management
04/14/2021
UBP launches a global fintech strategy
The allocation to these three alpha opportunities will also depend on the macroeconomic environment and the team’s strong convictions on specific stocks.
04/14/2021
Zürcher Kantonalbank wants to expand into the USA
The London team also helps Swiss companies maintain contacts with British investors and supports companies in finding capital for transactions.
04/14/2021
English investment manager acquires Scottish rival
With some 1000 clients, Cornerstone advises on £500m of Assets Under Management (AUM) and has a team of 22.
04/14/2021
A closer look at gender-lens investing
While gender-lens investing is spoken about in the industry and at a regulatory level, meaningful execution is distinctly lacking.
04/14/2021
Sionic Shortlisted for Trio of WealthBriefing Awards
Our specialists have been shortlisted for three of the sector’s most prestigious awards
04/14/2021
Wealth firm launches in Dubai under DFSA rules
Bold expansion plans include more staff and a larger portfolio of clients to offer relevant and customised solutions
04/14/2021
Annual General Meeting of Julius Baer Group Ltd.
David Nicol was elected as new independent member of the Board of Directors for a one-year term.
04/14/2021
Canaccord Prepared to Raise Offer for RF Capital, CEO Says
The current proposal values RF at C$367 million ($292 million).
04/14/2021
JPMorgan profits on capital markets in a cash-flush economy
Similarly, businesses got help from government programs and raised a significant amount of financing, Dimon said.
04/14/2021
Phoenix rising – specialist PR consultancy shortlisted as Finalist in WealthBriefing European Awards
The announcement comes just a few days after judges confirmed the specialist Investment PR firm as a Finalist in the Headlinemoney 2021 Awards.
04/14/2021
Goldman Sachs profit soars on global deals frenzy, trading boom
Total revenue more than doubled to $17.7 billion in the quarter, while financial advisory revenue came in at $1.1 billion.
04/13/2021
Dublin wealth manager Elkstone announces £20m student scheme at Belfast flashpoint
It comes two weeks after a Saudi Arabian fund completed the north’s biggest ever office deal, paying £87m for the completed Merchant Square development in Belfast city centre.
04/13/2021
Credit Suisse Fallen Prey to Supply Chain Fraud?
Credit Suisse is being drawn into a deepening political, economic, and corporate scandal rippling through Britain and Australia, hitting Switzerland and Germany along the way.
04/13/2021
Pacific Asset Management teams with BlackRock to launch five additional multi-asset model portfolios
For large advisers and consolidators, this 90-day commitment speeds up the process of aligning multiple books of business across different platforms into one common firm-wide CIP, significantly reducing integration time, complexity and, as result, regulat
04/13/2021
Forbes Recognizes Sandra Cho as One of America’s Top Woman Wealth Advisors
The Forbes special report highlights top-performing women wealth management professionals across the nation and is based on insights from SHOOK Research, which compiles quantitative and qualitative criteria.
04/13/2021
Wealth Management M&A Activity Hits Record High In First Quarter
The deals represented a 10% increase over the 69 record deals in the fourth quarter of 2020
04/13/2021
Credit Suisse's Billion-Franc Quarterly Wizardry
The 23-year veteran of the Swiss bank now faces the gargantuan task of pulling of a loss of «just» 900 million Swiss francs ($973 million) after a 4.7 billion franc wipeout on Archegos.
04/13/2021
Credit Suisse Returns More Greensill Fund Cash
This brings the total cash it has been able to skim from the blow-up in the $10.1 billion line of funds to $5.4 billion, after an earlier payout.
04/13/2021
Mattioli Woods acquires advice firm for £7m
The complementary product offerings provide scope for potential revenue synergies, while maintaining the strong cultural commitment of both companies to putting clients first.