02/19/2021
Leading Asset Managers Make Major Acquisitions Targeting Wealth Channels
An investment in new products and technologies that target individual investors and I don’t believe this cycle of investment is over.
Wealth and Asset Management
02/19/2021
Wealth Manager Moves Into Swiss Ski Resort
Even if the pandemic has changed the way we work by developing virtual relationships with our customers
02/19/2021
Schroders applies for China public mutual fund licence
The firm plans to include sustainable investments in its offering when the public mutual fund management company is established.
02/19/2021
JP Morgan issues first non-QM credit risk transfer notes
JPMWM originates prime jumbo loans and offers fixed-rate, adjustable-rate, interest-only mortgages, and Home Equity Line of Credits (HELOCs).
02/19/2021
Coutts and Adam-and-company [ 1] - Annual Results
The total AuMA figure has risen by £1.7bn (6%) to a total of £32.1bn and includes around £0.8bn in Net New Money into our investment products.
02/19/2021
Surrey financial planning firms merge and look to avoid minimum portfolio sizes
This rhetoric was echoed by Philip Martin, managing director at Unique Financial Planning.
02/18/2021
Revealed: Arbuthnot shuts Dubai office as managing director exits
Arbuthnot Latham will close its Dubai office at the end of May, less than a decade after launch.
02/18/2021
Quilter's Guide to the Budget - what is up for consideration by the Chancellor?
The government needs to decide how it pays for the increase in borrowing to fund its response to Covid-19
02/18/2021
Multrees plans to double client base in five years
Putting these growth plans into action will be four new sales team members who together bring with them extensive experience
02/18/2021
Our top tips on how philanthropy can save the planet – an interview with our Global Head of Philanthropy, Dr Maximillian Martin
Philanthropists have earned or inherited a fortune, and they want to use their money for the greater good.
02/18/2021
Annual general meeting of Handelsbanken’s shareholders 24 March 2021
The nomination committee also proposes that Pär Boman be re-elected as Chairman of the Board.
02/18/2021
GAM Holding AG announces full-year 2020 results
GAM has continued to make strong progress on our strategy focused on efficiency, transparency and growth, even in the very challenging conditions of 2020. Highlights
02/18/2021
Credit Suisse Posts Loss After Burying U.S. Battle
The Swiss bank, led by CEO Thomas Gottstein, also said it had begun a buying back shares last month under a program to repurchase as much as 1.5 billion francs of its stock.
02/18/2021
Barclays targets UK wealth in post-Covid expansion plans
The bank also revealed that its profits were more than £1bn above the consensus forecast and will resume paying dividends this year.
02/18/2021
NatWest in talks to sell private bank
The taxpayer-backed lender is in talks to sell most of the 37-year-old private bank’s operations, Sky News learns.
02/18/2021
Credit Suisse: Full year and fourth quarter 2020 financial results
Strong underlying performance positions bank to accelerate growth
02/18/2021
Credit Suisse looks to expand China onshore presence - CFO
Credit Suisse faced setbacks in its core business outside Asia last year
02/18/2021
Greece passes law to lure private family wealth-management services
Greece's law stipulates that if a family wealth-management firm employs at least five people and has annual expenditures of at least 1.0 million euros ($1.2 million), it can deduct staff costs and operating expenses from its tax bill.
02/18/2021
Fisch launches ‘more active’ IG convertible fund
Fisch Asset Management has €5bn (CHF 5.4bn) in convertible bond assets, including dynamic, sustainable and opportunistic funds.
02/18/2021
Cantonal bank and consulting firm create association to boost IAM services digitisation
Other members include Zürcher Kantonalbank, SIX Group, Assetmax and Alphasys.