07/16/2021
Rothschild & Co wins two awards
The judges also observed clients' need for advice on liquidity and capital this year, through our Financing Advisory expertise.
Wealth and Asset Management
07/16/2021
CI Financial Reports Total Assets of $304 billion for June 2021 and Positive Second Quarter Net Sales
Strongest net sales in nearly six years led by $530 million in net flows in Canadian retail asset management; assets exceed $300 billion for the first time
07/16/2021
Munnyport partners Cairngorm Capital on wealth management group
Using Munnypot’s proven and award winning technology platform, Verso will blend the expertise of its client advisors with automated advice capability, allowing cost-effective customer segmentation by value and complexity.
07/16/2021
Apex Group secures additional equity investment from Carlyle and Mubadala
This follows the announcement earlier this week that The Group has secured corporate ratings from Moody’s Investors Service and S&P Global Ratings.
07/16/2021
Partners Group reports total AuM of USD 119 billion as of 30 June 2021
Fundraising was diversified across the four private markets asset classes in H1 2021
07/16/2021
The Ostrich, the Antelope and the Tiger
With the benefit of hindsight, we know that Investor Three – the Tiger – should have been the most successful in 2020, but we wished to understand how the numbers compared.
07/16/2021
Rothschild & Co announces the completion of the acquisition of Banque Pâris Bertrand
The acquisition of this highly regarded private bank supports the growth of Rothschild & Co’s Swiss business
07/16/2021
Euromoney awards UBS Middle East's Best Bank for Wealth Management for second year in a row
UBS combines global expertise with local knowledge, acquired through over half a century of being present in the Middle East
07/16/2021
PE firm makes double acquisition to create UK wealth manager
The acquisitions are expected to complete shortly
07/16/2021
Merrill’s Sieg Nods to ‘Competitive’ Attrition Issue in Call with Brokers
The remarks came as attrition of experienced brokers rose to around 5% in the second quarter from an average of around 4% that executives had cited in prior quarters.
07/16/2021
Nick Train backs M&A-driven UK wealth sector for growth and to bolster FGT
Wealth management is a long-term portfolio theme for FGT
07/15/2021
GAM Almost Out of the Red
The company may have benefited from an extraordinarily good environment for the asset management business.
07/15/2021
Precious metals house of the year: Credit Suisse
Energy Risk Awards 2021: Precious metals team's outstanding 2020 underpinned by bank's consolidation move
07/15/2021
Allworth Financial acquires wealth management firm
The agreement marks Allworth’s 9th office location in Northern California
07/15/2021
Jefferies and SMBC Announce Strategic Alliance
Jefferies and SMBC Group to Collaborate on Future Business Opportunities to Enhance Value to Their Clients and Accelerate Strategic Initiatives
07/15/2021
«Christl» Delivers for UBS
UBS Europe would certainly have been to her taste when she took the helm in 2019
07/15/2021
LGT acquires stake in digital wealth manager
LGT has agreed to acquire a strategic minority stake in LIQID.
07/15/2021
Brooks Macdonald's 4Q Funds Under Management Hit Record
The Group had a positive fourth quarter, benefiting from its strong client and intermediary relationships combined with continued robust investment performance.
07/15/2021
Gresham House assets grow steadily as ESG appetite endures
Gresham’s half year performance represented good progress towards delivering its commitment to achieve more than £6bn in assets under management by 2025
07/15/2021
W.H. Ireland Swung to Pretax Profit for FY 2021
The profit was driven by strong performance from its capital-markets division