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Wealth and Asset Management

04/16/2021

Citigroup to hire up to 500 people for Hong Kong wealth management as it trims consumer banking in 13 Europe, Asia markets

“Citi has a long history in Hong Kong and we are confident in our future here with a strategy to support and grow with our clients.”

04/16/2021

Morgan Stanley Blasts Profit Forecasts on Record Wealth Management Gains

Record wealth management inflows and surging investment bank revenues drove stronger-than-expected first quarter earnings for Morgan Stanley Friday.

04/16/2021

Consolidator Cinerius: Four to eight takeovers per year

Over 70 Swiss asset managers have joined the Aquila platform and have remained independent.

04/16/2021

CPR AM Expands its Climate Offering with Two New Open-Ended Funds

These funds use CDP scoring methodology to select companies committed to limiting their impact on climate change across a variety of sectors.

04/16/2021

Setting up a business in the UK from abroad

No two global expansions are the same. Every company will have its unique requirements and we aim to ensure our services at each milestone reflect this.

04/16/2021

Allfunds indicative IPO price range implies market value of between €6.6 billion to €7.6 billion

We’re hugely encouraged by the strong initial reaction to our IPO and welcome BlackRock, Jupiter, Mawer, Lazard and Janus Henderson Investors to our shareholder register as cornerstone investors.

04/16/2021

Schroders takes leading role at inaugural Sustainable Investment Festival

Schroders is closely collaborating with the organisers of Sustainable Investment Festival to tailor the programme to meet the sustainable investment needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.

04/15/2021

Quilter calls on the Prime Minister to tackle investment scams

This will ensure that search engines and social media platforms have legal responsibility for the content that appears on their sites, and that they will have a duty of care to ensure that users are not exposed to financial harm.

04/15/2021

Building the Modern Wealth Management Firm: Diverse, Dynamic and Digital

As wealth management firms prepare to return to a new normal, the real winners will be those who make best respond to the challenges and lessons learned from the past year.

04/15/2021

Qatar Financial Centre Authority signs MoU with Labuan IBFC Inc enhancing

Asia and MENA financial sector ties

04/15/2021

Brooks Macdonald reports Positive net flows in UK Investment Management

Positive net flows in UK Investment Management underline continued strategic momentum

04/15/2021

Charles Stanley says 'worst is behind us' as assets up 2% in Q4

Revenues have held up well across all divisions, supported by our focus on excellent client service, and costs have been well controlled.

04/15/2021

Quilter Cheviot launches Women & Investing hub for advisers, intermediaries, and clients

The events will look at the trends seen for how women invest and how working with female clients can provide better outcomes for them and their wider families.

04/15/2021

How to thrive and drive future growth

Adrian Johnstone, Co-Founder and CCO at Practifi looks at how attitudes to technological change and adoption can drive success

04/15/2021

Lausanne boutique merges CHF 2.2bn AUM real estate funds

Realstone recently incorporated Solvalor Fund Management in a merger, it announced in December.

04/15/2021

‘Customers preferred a small place’: running an international WM from a rural town

Some even acquire second residencies here, they enjoy our fauna and flora but also our lifestyle,’ Barthélemy says.

04/15/2021

Lombard Odier Selects smartTrade to Enhance FX Capabilities for Clients

As part of a strategic approach to building its proprietary banking technology and fostering innovation, Lombard Odier constantly seeks to strengthen its services.

04/15/2021

Canaccord Genuity Group Inc., Through Its Wealth Management Business in the UK, Announces the Acquisition of the Investment Management Business of Adam & Company

Acquisition expands UK wealth management footprint into Scotland with a leading and well-established franchise and increases client assets by approximately £1.7 billion (C$2.9 billion)

04/15/2021

Citigroup profit triples on reserve release, to exit some consumer unit

Net interest revenue, the difference between interest the bank earns and what it pays on deposits and borrowings, was US10.17 billion, down 12 per cent from a year earlier.

04/15/2021

Canaccord Genuity Group enters Scottish wealth management industry

Canaccord has done several acquisitions within Britain, but Thursday’s deal is the first time the wealth manager has moved into Scotland.

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