06/15/2020
Strategic- Partnership For Pam And Fidelius
Chartered Financial Management (UK) Ltd advisex on £250m of clients’ assets and Zen Wealth has assets under advice of £30m.
Wealth and Asset Management
06/15/2020
BNY Mellon Investment Management Launches BNY Mellon Investor Solutions
BNY Mellon Investor Solutions brings together the full power of our collective enterprise to meet the ever-evolving needs of investors by providing an integrated investment offering—needs that have only been amplified in the current environment.
06/15/2020
Fund managers prepare to return to the office
Amundi, BlackRock and LGIM are opening up buildings in Europe following the pandemic
06/14/2020
Secular trends more relevant than ever
How can secular trends help investors navigate the post-pandemic world?
06/14/2020
Interview: Schroders’ Peter Harrison rules out selling the family silver
The man who returned to the funds giant that started his career, insisists it will stay independent
06/13/2020
HSBC sees double-digit wealth asset growth in Asia by 2023
Historical data for the combined wealth business are yet to be reported.
06/12/2020
Butterfield Rebrands Singapore Business
Singapore has a strong reputation as a well-established and diversified international finance centre, however we provide services throughout Asia and our new name reflects that.
06/12/2020
OCBC's private banking unit targets bigger slice of booming family offices business
“The family office is a big segment, not only from China but also from the Middle East as well as other parts of the world,” Bahren Shaari told Reuters in an interview.
06/12/2020
Market Commentary: Walker Crips
Emerging market bonds have seen their premiums recover more than half of the crisis-induced run-up, despite their economies being the hardest hit by the collapse in commodity prices and economic activity.
06/11/2020
Boris Collardi: Visionary Swiss Banker Dismantled
Anti-money laundering officials never learned of money flows which warranted notification, and Julius Baer's board was idle.
06/11/2020
Credit Suisse Boss Fans Wealth Hopes
Credit Suisse expressed skepticism over its return on tangible equity target – set last year at between ten and 11 percent for this year, and 12 percent further out.
06/11/2020
Deutsche Bank to create International Private Bank
Claudio de Sanctis, most recently Global Head of Wealth Management, will become Head of the International Private Bank and CEO EMEA.
06/11/2020
UBS Sees 11-Fold Surge in Net New Money From Latin America
Itau Unibanco Holding SA has adopted a similar strategy, with its volume in stand-by letters of credit to rich clients more than doubling from a year ago.
06/11/2020
Specialist asset management boutique underlines longstanding commitment to the Creative Arts
The Creative Arts sector has been badly impacted by the pandemic
06/11/2020
UBS AM quietly builds onshore fund base
In 2020 alone, UBS AM has introduced seven onshore funds for sale to China’s domestic investors via the PFM scheme.
06/11/2020
Lombard International Assurance joins LPEA as a full member
Lombard International Assurance serves HNW investors in helping structure their portfolios in an efficient manner
06/11/2020
Generali May Part With Swiss Arm
Several rival insurers would likely be interested in either a swap or sale, including Swiss firms.
06/11/2020
DZ Privatbank looks for wealth manager in Zurich
The new hire will also establish new contacts and acquire customers in these market segments
06/11/2020
Dolfin’s ‘refreshing premise’ to wealth management
Clients see the firm as a ‘one-stop shop’, he says, where clients are connected not just to a broad range of services but also to a network of trusted advisers, including lawyers, accountants and asset managers.
06/10/2020
Carrick Wealth opens specialist financial planning division
Firm will offer trust and international Will services to high net worth individuals and families