02/04/2021
Canaccord Genuity Group Inc. Announces That HPS Will Invest in its UK Wealth Management Business
Proceeds to be used to fund a return of capital from the UK Wealth Management division to Canaccord Genuity Group Inc.
Wealth and Asset Management
02/04/2021
Value Partners ties up with Chinese wealth manager
Italian firm Azimut and Korea's Mirae Asset are also expected to roll out private funds to qualified mainland investors.
02/04/2021
Zurich PB partners with Cyprus firm to create UAE wealth adviser
The new firm is expected to be operational by mid-2021.
02/04/2021
Amundi launches Amundi OCIO Solutions Division
The new offering is structured in order to help clients focus on their strategic goals, by shifting to Amundi some or all of the investment functions typically performed by an Investment Committee.
02/04/2021
Canaccord Genuity Group Inc. Reports Third Quarter Fiscal 2021 Results
Excluding significant items, Third quarter earnings per common share of $0.62 (1)
02/04/2021
Trust me, I'm a chief executive
Trust in governmental institutions is at record lows across the world. Business needs to rise to the challenge.
02/04/2021
The SYZ Group voted Best “Alternative Fund Manager” for the second year running
The SYZ Group has been awarded “Best Alternative Fund Manager” at the 8th edition of the WealthBriefing Swiss Awards for the second year running.
02/03/2021
UBS Multibanking available to corporate clients throughout Switzerland
UBS Multibanking allows corporate clients to access third-party bank accounts worldwide in UBS E-Banking and, as a first in Switzerland, to make payments directly via a single platform.
02/03/2021
UBS retains lead as Institutional Investor's Top Global Equity Research Firm of the Year
For the fourth consecutive year, UBS has been named Institutional Investor's Top Global Equity Research Firm
02/03/2021
UK wealth firm enters administration
‘Due to delays in the investment required for the business to begin trading’
02/03/2021
QWealth partners with wealth management firm
Partnership with $280 million AUM operation includes Vancouver Island company's first 'breakaway bank advisor'
02/03/2021
Discounts on luxury London homes have got less generous, as demand rises
The data shows that during the fourth quarter, 16.2% more properties were under offer compared to the same period in 2019.
02/03/2021
Envysion Wealth Management Inks Malaysia Tie-Up
Singapore-based Envysion Wealth Management enters a strategic partnership with a Malaysian financial solutions provider that expand the independent asset manager’s offshore capabilities.
02/03/2021
Irish household wealth hits record high of €831bn despite pandemic
Net worth of Irish households increases despite rise in unemployment, data shows
02/03/2021
Mattioli Woods scoops up wealth management firm
Montagu is based in Twickenham and employs an experienced team of four staff, all of whom will remain with Mattioli Woods following completion.
02/03/2021
Butterfield Group Head of Trust, Jane Pearce, recognised as eprivateclient’s 50 Most Influential in 2021
The 50 individuals were selected by PAM Insight judges after an exhaustive selection process, where each nomination was judged on its strength, the merits of the individuals, and PAM Insight’s market knowledge.
02/03/2021
Global Equity Quarterly Q4 2020
Investment Insights by our experts and thought leaders
02/03/2021
Neue Privat Bank Forges Alliance in Middle East
The Swiss private bank, which is relatively young at twenty years, is owned by its management, in particular by CEO Markus Ruffner.
02/03/2021
Investors should keep a high proportion of tangible assets: Pictet
The firm said 2021 is expected to be a year of earnings recovery.
02/03/2021
Goldman Sachs Wants to Get Cozy With Main Street and Its Money
Bank targeting mass affluent in latest personal-finance push