03/23/2021
Candriam eyes acquisitions in alternatives to meet investor demand
The asset management group previously announced a partnership with private debt specialist Kartesia
Wealth and Asset Management
03/23/2021
Sallie Krawcheck Leads Ellevest To A Landmark $1 Billion In Assets Under Management
“What I'm particularly proud of is that it happened during a pandemic."
03/22/2021
DBS PB to onboard more sustainable products
Sustainable assets now account for 41% of the private bank’s AUM.
03/22/2021
JPMorgan’s $415 Mln Tie-Up With Wealth Firm Highlights Contradictory U.S. Impulses Toward China
The U.S. still has more millionaires than any other country, but China recorded the largest gains in the first half of 2020, with an increase of 365,000 between January and June, according to Credit Suisse.
03/22/2021
Barclays expands private bank to France and Italy in bid to grow EU business
“Despite the Covid-19 crisis, we have continued to see strong growth in assets under management,” Jean-Christophe Gerard, chief executive of Barclays private bank said.
03/22/2021
Julius Baer: Annual Reports 2020
The documents are available online
03/22/2021
JPMAM expands China wealth management partnership
JP Morgan Asset Management (JPMAM) plans to take a 10% stake in CMB Wealth Management.
03/22/2021
Fit for future: How wealth managers can adapt to an evolving industry
According to Vrijhof-Droese, its important to understand the priorities of this demographic.
03/22/2021
Focus Financial Partners, Hinduja Family Launch MFO
With a Global Presence, Beryllus Capital Will Serve as a Strategic Advisor to Some of the World's Most Prominent Families
03/22/2021
A Detour Does Not a Journey End
Bond market jitters on inflation fears may be just what the equity bull market needs to resume climbing the wall of worry supported by improved fundamentals.
03/21/2021
In the news: the rise of "natural capital" – why the UN is urging countries to look beyond GDP
Natural capital accounting, which takes stock of natural assets such as forests, soils and oceans, is gaining traction. Here's what our chief executive and specialists have to say on its rise.
03/21/2021
Credit Suisse CEO Signals Potential Spinoff of Asset Management
Bank ‘100% focused’ on recovering cash from frozen funds
03/19/2021
Bergos: How a Swiss private bank wants to be “cool”
Berenberg, Gossler & Co. KG, or Berenberg Bank for short, which was founded in 1590 and is the oldest commercial bank in the world.
03/19/2021
CS-Greensill: Is Private Banking Next?
Varvel had in mind to increase the internal sales of the CS fund in private banking and to draw at least CHF 1 billion in new money into alternative investments from this cooperation - per year.
03/19/2021
Craven Street Wealth Ltd Acquires Two Complementary Financial Advisory Firms
London-based Craven Street Wealth has acquired Kreston Reeves Financial Planning Ltd and Christchurch Investment Management Ltd.
03/19/2021
Schroders Personal Wealth launches three new funds
The SPW Global High Income and Emerging Market Debt fund will be jointly managed by Barings, BlueBay EMD, BlueBay HY and T Rowe Price.
03/19/2021
Report for Morgan Stanley at Work Shows Women Significantly Lag Men in Equity Compensation at Private Companies
Firm’s Transparency 2021: Addressing Gaps in Equity Compensation report highlights how private companies can use equity compensation to create equity parity and opportunity among their workforce
03/19/2021
JPMorgan to Buy $410 Million Stake in Chinese Bank’s Wealth Business
The agreement marks the first time a Chinese bank has opened up its wealth-management subsidiary to a foreign strategic investor
03/19/2021
DBS Private Bank aims to have more than 50% of AUM in sustainable investments by 2023
The initiatives are part of DBS Private Bank’s three-pronged sustainability approach that drives ESG investing, advocate responsible business practices and create social impact.
03/18/2021
Julius Baer International signs up to the Diversity Project as part of commitment to Diversity & Inclusion initiatives
In the UK, Julius Baer International has signed up to the Diversity Project and the Women in Finance Charter, demonstrating the firm’s commitment to improving all aspects of diversity within the investment management industry.