03/24/2021
The Mauritius foundation: charitable giving built on strong foundations
A tax efficient method to achieve philanthropic goals: An attractive feature of the Mauritius foundation is that it is automatically exempt from tax
Wealth and Asset Management
03/24/2021
Brewin Dolphin Extends Long-term Strategic Partnership with SEI
The re-contract reflects significant collaboration between SEI and Brewin Dolphin over the last 12 months
03/24/2021
Putnam Consulting Group Named 2020 Philanthropy Advisor of the Year
Philanthropy played a pivotal role in responding to the multiple crises of 2020.
03/24/2021
Sustainable Investing: no longer just a space for the Next Gen – Mona Shah
The reasons for this growing appetite for ESG investing, said Mona, are to do with education. “Before, families weren’t sure where to start - how to define their values and how to manifest them in their portfolios”.
03/23/2021
Schroders presents a virtual Media Masterclass: Sustainability - Expect more than returns
Schroders presents Sustainability: Expect more than returns, a Sustainability Masterclass virtual event, taking place on Wednesday 31 March 2021 for members of the media.
03/23/2021
The Wealth Gains That Made 2020 a Banner Year for the Richest 1%
Top group added $4 trillion, more than a third of new wealth
03/23/2021
Tilney Smith & Williamson eyes significant opportunities with European advice firms in post-Brexit landscape
Wealth manager Tilney Smith & Williamson is eyeing significant new business opportunities in Europe following the UK’s departure from Europe’s regulatory framework.
03/23/2021
Crestbridge Family Office Services Head recognised for ‘shaping the private wealth industry’
International Women’s Day provides a reminder that a business can only thrive if it provides equal opportunities for its people to contribute and grow.
03/23/2021
Hiring hoteliers as bankers: JP Morgan Swiss PB CEO is expanding in Zurich
Keeping up with the next generation starts at home for Gianini, with his children.
03/23/2021
Syz Group looks to the future after strategic transformation
The Syz Group managed CHF 26 billion for clients on 31 December 2020
03/23/2021
Blank cheque company in exclusive talks to buy wealth manager Lombard
A deal would be one of the first involving a US-listed SPAC and a UK-based financial services company, Sky News learns.
03/23/2021
Julius Baer to Claw Back Bonuses Over Latin America Scandal
Decision affects bankers involved in money laundering scandal
03/23/2021
UBS Poised to Swoop on Brazilian Asset Manager?
The move would represent a quantum leap for UBS in Brazil, which remains the largest Latin American market for wealth and asset management.
03/23/2021
Blackstone closes largest first-time growth equity vehicle at USD4.5bn
Since it began investing in 2020, BXG has already made a number of significant investments
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
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