12/09/2020
Investec self-service onboarding removes the pain points for business clients
Investec Corporate and Institutional Banking recently piloted a self-service onboarding process for clients.
Wealth and Asset Management
12/09/2020
Citi's Jane Fraser: «Singapore Is Our New Wealth Hub»
The decision was not difficult to make given the hub’s current profile
12/09/2020
Lido Advisors Acquires Sterling Bancorp Subsidiary Quantum Capital Management’s Wealth Management Business
Deal set to close before 2021 bolsters present and future growth strategy in San Francisco with addition of highly experienced advisory team
12/09/2020
Mirador, LLC Shortlisted Third Straight Year for Best Reporting Solution by Private Asset Management
The PAM Awards are awarded annually by Private Asset Management, a business-to-business publication exclusively covering the wealth management and family office industry.
12/09/2020
UBS Asset Management is expanding in the Ticino real estate market
UBS Asset Management has taken over the management of the only listed real estate fund on the market with a focus on southern Switzerland.
12/09/2020
Global Investment Outlook 2021: the year when the COVID crisis ends
For sure, before vaccines are fully deployed, the pandemic will remain a challenge to the outlook.
12/09/2020
How responsible investing could create a better world
Achieving your financial goals doesn’t need to be at the expense of the planet. Responsible investing is becoming a crucial part of shaping a sustainable future
12/09/2020
BoE data paints precarious picture of housing market
The continued increase in house prices is likely to be unsustainable and if the stamp duty holiday is dropped in March and significant economic headwinds as a result of the pandemic start to bite, we may see a very different picture with borrowing and len
12/09/2020
Sanguinity
A global reflation/risk-on trade and MSCI rebalancing led record quantum of foreign inflows into Indian equities.
12/09/2020
Financial capital still dominates discussions around risk - Ari Tatos
Fragile leadership is another non-financial risk on peoples’ minds. Since our last Four Pillars report, ‘lack of future family leadership and direction’ has jumped from fourth to the second perceived risk to long-term family wealth.
12/09/2020
Private funds shaping the future of the planet
Clients are taking the view that investing can provide another way to bring about broader, positive change in line with their values and hopes for the future.
12/09/2020
DMS Group Acquires Luxembourg Structured Finance Firm
The acquisition also serves to complement the Group’s recent agreement to come together with Luxembourg-based MDO, demonstrating its commitment to the region.
12/09/2020
Outlook for investment trusts in 2021
Like all investments, the value of an investment trust can go down as well as up and you may not get back what you invested.
12/09/2020
UBS takes over Ticino real estate fund
Residentia was founded in 2009, and its portfolio primarily consists of residential properties in the canton of Ticino and has assets totalling CHF 275m.
12/08/2020
Transformation in Wealth: Why Digitalisation and Purpose need Each Other
These changes are driving established providers and new entrants to double down on digital transformation.
12/08/2020
UBS, CS Chairmen Ping-Pong Merger Idea
Weber subsequently denied knowledge of the explosive idea, though so many specifics had emerged in press reports that his denials were difficult to believe.
12/08/2020
ZEDRA reports ongoing boom in HNW family business in Hong Kong
Strong growth throughout Asia, but particularly in Hong Kong, has once again been the experience of ZEDRA
12/08/2020
Sanne enters into an agreement to acquire leading Scandinavian private equity fund administrator
The acquisition will also provide an opportunity to significantly increase the scale of the Group’s Guernsey operations with the potential to drive cost synergies going forward.
12/08/2020
Asset Strategy Consultants Expands Wealth Management Capabilities
Tony King joins as Director of Private Wealth from Belay Group
12/08/2020
All St James's Place fund managers have now signed up to UN PRI
In January, St James’s Place set a clear minimum standard to ensure all its 39 external fund managers were signatories of the PRI by the end of 2020.