10/26/2020
Icapital Network targets expansion in Europe and Asia
iCapital currently has US$8bnfrom non-U.S. investors, making it one of the largest alternative investment platforms outside the U.S.
10/26/2020
The deal with the $7.8trn (£6trn) asset management behemoth is part of an ongoing strategy to reduce fees for clients.
10/26/2020
At the same time, retaining talent with the promise of large bonuses is getting harder as the Covid-19 pandemic puts a spotlight again on banks’ variable compensation.
10/26/2020
Ermotti, who had made it within striking distance to replace Alessandro Profumo at Unicredit before being passed over in 2010, had learned to sweat it out.
10/25/2020
EY, Sionic and PwC named Europe's top wealth management advisors
The award for Best M&A Advisor went to PwC
10/23/2020
Each investor can only invest up to 1 million yuan worth of investment products under the new scheme
10/23/2020
The San Francisco-based bank has discussed a potential deal with asset management companies and private equity firms.
10/23/2020
A “push off the starting gate” for strategic ultra-high-net-worth philanthropists ends with a little “pull” into an existing “philanthropic ecosystem” about which they should be wary.
10/23/2020
“We have the capacity to source deals in the U.S. that we can bring to Europe,” Gerard, 56, said in an October interview. “We play this card.”
10/23/2020
The results show the platform experienced £553m of negative market movements over the nine months as the coronavirus crisis saw global markets tumble.
10/23/2020
In the first nine months Group income increased 3% to £16.8bn with pre-provision profits4 increasing 9% to £6.9bn.
10/23/2020
Most captive owners will have a well-established Enterprise Risk Management (ERM) process which is an integral part of managing their business.
10/23/2020
In addition to serving as a Director at Edmond de Rothschild Family Advisory in Hong Kong, Zhang Brogle also served as CEO of the Swiss bank’s Hong Kong branch.
10/22/2020
Quilter Investment Platform transformation project on track with around 80% of platform assets to be migrated by year-end.
10/22/2020
Zoe Financial is the premier network when it comes to matching high-net-worth individuals with their ideal wealth manager.
10/22/2020
A long-term strategy based on two pillars: technology and innovation
10/22/2020
As we move into the second year of our three-year strategy, we are accelerating our business transformation, and continuing to mitigate our legacy issues
10/22/2020
With its 15,469 advisors, the firm reported net revenues of $4.657 billion in its wealth management division which was flat from the second quarter but up 7% from the third quarter of last year.
10/22/2020
D2C growth particularly strong
10/22/2020
"After having been through a real scare with the COVID cycle, when there was another big market correction, people realized that it's time to think about where the industry ends up in five years."