01/13/2021
WH Ireland’s Acquisition Of Harpsden Wealth Management Limited
The Acquisition is part of WH Ireland’s wider strategy for organic growth.
Wealth and Asset Management
01/13/2021
Geneva and Zurich private banks to merge
The Geneva private bank has also bought three other financial institutions in the last five years.
01/13/2021
Most UAE residents would choose to invest spare cash in property
“Investing can be nerve-wracking but just remember to make a plan and stick to it. If you need support, then a financial adviser is well placed to help you think clearly about whether you should be investing and in what.”
01/13/2021
More financial education needed for HNW individuals
At present, 54% of HNW donors expect the wealth management industry to better educate them on how different wealth solutions and structures can best support the overall wealth transfer process.
01/13/2021
Vontobel further strengthens focus on investment expertise and client centricity
In line with Vontobel’s strategy to become a client-centric investment firm
01/13/2021
7IM scraps VAT from model portfolio services
The price changes apply to portfolios on both the 7IM platform and third party platforms.
01/12/2021
Mercer Advisors Acquires McGee Wealth Management, Inc.
Acquisition of McGee Wealth Management, Inc. (Registered Investment Adviser), Expands Mercer Advisors' Presence in Oregon and Pacific Northwest
01/12/2021
The Road to Enhanced Wealth Management Services in the New Normal World
The firm’s focus is on evolving bank and customer needs for digitalisation in a secure, personalised manner, at the same time providing a seamless user experience.
01/12/2021
Schroders pledges its allegiance to the Terra Carta to build a sustainable future
Schroders is proud to confirm its support for the Terra Carta, the new global business proposition launched today by His Royal Highness The Prince of Wales and founder of the Sustainable Markets Initiative (SMI).
01/12/2021
Global Market Insights: December 2020 by WHIreland Wealth Management
The very high valuation of fixed interest securities globally is also helping to drive share prices higher, in particular the price of government bonds such as UK Gilts.
01/12/2021
Canaccord Genuity lights the path for entrepreneurial women
The Canaccord Genuity Advisory Programme is open to any female entrepreneur who wants to develop the tools to take her business to the next level.
01/12/2021
Credit Suisse strengthens wealth management services in Saudi Arabia
Credit Suisse has had a presence in the Middle East since 1967
01/12/2021
Smith & Williamson adds BlackRock Gold & General to MPS range
The team has therefore added the BlackRock Gold & General fund across the portfolios in the MPS range
01/12/2021
Citigroup’s UAE Wealth-Management Unit Plans to Triple Assets
As part of the strategy, Citibank UAE is targeting to quadruple the number of affluent clients in the country, the company said in an emailed statement.
01/12/2021
UBS to close a sixth of its Swiss branches
The closures will affect 44 of the bank’s 239 branches in the country, mainly smaller ones, UBS confirmed on Tuesday.
01/12/2021
Geneva boutique to launch Sharia trade finance fund
The group said it was launched in response to growing demand from GCC investors.
01/12/2021
GAM opens Copenhagen branch
The head of the Copenhagen branch and client director for Northern Europe, Gianluca Cerami, will drive growth in the region.
01/12/2021
Guardian WM is reborn as Skybound WM
International financial advisory firm Guardian Wealth Management has unveiled its new name, Skybound Wealth Management, following the company's acquisition by the Skybound Capital Group.
01/12/2021
ESG moves into the mainstream for alternative assets
Investors globally are becoming increasingly convinced that ESG integrated portfolios will generate long-term sustainable alpha, if there is good quality ESG data and analytics.
01/12/2021
In the midst of uncertainty families are putting their houses in order
A family-wide understanding of their collective purpose, both of the business and of their wealth, supported by the Next Generation should be the starting point.