10/09/2020
Schroders wins £1.2bn Santander mandate; UK equity team joins
The six mandates Schroders has been appointed manager of amount to £1 billion of UK Growth assets and £200 million of UK Income assets.
Wealth and Asset Management
10/09/2020
Emerging from Crisis – Reshaping family offices
Maintaining close client relationships despite travel restrictions and social distancing measures has been a challenge.
10/09/2020
Mass affluent growth leads progress in scalable solutions
Olsen observes how the technology challenges asset managers face in Singapore and elsewhere are hard to generalise, since they largely depend on the nature of the particular business.
10/09/2020
Coutts Quarterly Update: A Recovery For All Seasons
Then many regions, including the UK, reintroduced measures to slow an increasing coronavirus infection rate towards the end of the quarter, and we saw noticeable falls in some markets.
10/09/2020
BNP warns that Asia’s rich heirs will cull family banking ties
The next generation is well educated, with almost half having experience in finance, according to the survey, which polled more than 100 heirs of families with an average net worth of US$640 million.
10/08/2020
Virus speeds up family business handover
About 45 percent are involved in operating their family business and investing family wealth.
10/08/2020
7IM CEO Proctor: Further acquisitions unlikely despite current opportunities
2020 has been 'difficult for all firms'
10/08/2020
Banking Entrepreneurialism and the Next Generation of Wealth Holders
The average age of the NextGen was 38 years and average family networth at US$640 million.
10/08/2020
Wealth management firm makes acquisition just four months into the Scottish market
Prydis executive chair Stuart Wallace said: “Prydis Wealth Scotland are proud to announce the acquisition of Virtuo.
10/08/2020
Asset Management Europe
Overall, growth prospects depend on many factors, including the duration of new outbreaks
10/08/2020
Morgan Stanley to buy Eaton Vance for $7 billion in wealth push
Morgan Stanley agreed to buy asset management firm Eaton Vance for about $7 billion in a cash-and-stock deal.
10/08/2020
BCV to run six funds for ESG foundation
The partnership will include Ethos exercising voting rights as a shareholder.
10/08/2020
Collapsed wealth firm clients get £4.4m in compensation
Company was declared in default in January 2020
10/07/2020
Worldwide Partner of the 2023 Rugby World Cup
It was both a natural fit and our responsibility to partner for the seventh time with the next Rugby World Cup in France in 2023.”
10/07/2020
Azura International opens Singapore Office
The firm’s Singapore office in in the final throws of receiving its Capital Markets Service License for fund management from MAS.
10/07/2020
M&G’s wealth management business “credit positive”, says Moody’s
Moody’s added that growth in the retail market has created “attractive” opportunities for asset managers because margins on retail and wealth management products are comparativelyhigh, despite some competitive pressure.
10/07/2020
Barclays to enter new European private banking markets in 2021
The idea is to have a capital-light approach and work in very close collaboration with the investment bank locally, targeting family offices, ultra high net worth individuals, and some qausi-corporate or institutional clients.
10/07/2020
Liontrust sees ESG assets triple in three years
Liontrust has honed in on sustainability over the past few years.
10/07/2020
Japan Equity Monthly - September 2020
- Looking beyond the Nikkei's recovery from "Corona shock" lows -
10/07/2020
Demystifying the magic of central banks
Since independence, the Bank has had its own distinct identity and clearly designated powers.