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.
Wealth and Asset Management
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.
12/08/2020
Jersey announces establishment of 400th foundation
Since their introduction on the statute in 2009, foundations have been a valuable addition to the range of structures available to ultra-high net worth individuals and family offices.
12/08/2020
CREALOGIX Insights January 2021 edition: Digital Banking & Wealth
We want to understand how you and your organisation are thinking about these topics
12/08/2020
Invesco launches the first Euro Hybrids UCITS ETF
Sitting just above common equity, hybrids typically offer a significantly higher pick-up in yield over the senior debt from the same issuer.
12/07/2020
Why the wealth manager at your branch is now after your savings
If you have cash sitting in a current account then your bank will want you to move into shares
12/07/2020
Trust ditches Invesco and the UK
Proposed Change of Investment Objective, Policy and Management Arrangements
12/07/2020
Money never sleeps by Pictet
Covid is still wreaking havoc on the US economy, as illustrated by high-frequency indicators such as airline travel, car fuel demand and electricity production all down materially on last year.
12/07/2020
Swiss Private Bank Teams up with Swiss Online Marketplace
As a result of the partnership with FinanceScout24, key4 is cooperating with a leading financing intermediary for the first time. So now FinanceScout24 clients can also benefit from the key4 offering.
12/07/2020
The Wait-and-See Rally That Did Not Wait by Gary Dugan
The regional breakdown of returns in world equity markets reveals a pattern of previous laggards catching up.
12/07/2020
Geneva PB joins platform for EAMs and custodian banks data exchange
The platform was launched in October and it now has around 12 members.
12/06/2020
Credit Suisse’s Rohner Signals Bank May Mull Merger With UBS
Outgoing chairman says a combination not ‘unreasonable’
12/06/2020
Meet 3 women transforming the way Citi Private Bank caters to its growing base of ultra-rich female and millennial clients
The demands of high-wealth women around the world are changing with the times. A group of female bankers at Citi Private Bank explained how they are meeting their needs.