04/15/2021
Canaccord Genuity Group enters Scottish wealth management industry
Canaccord has done several acquisitions within Britain, but Thursday’s deal is the first time the wealth manager has moved into Scotland.
Wealth and Asset Management
04/14/2021
Mitsubishi UFJ Morgan Stanley Securities (MUMSS) Deploys InvestCloud Wealth Platform to Target Fast-Growing High-Net-Worth Individuals
InvestCloud Wealth Platform supports MUMSS to accelerate its digital transformation and goal-based management features to boost team productivity and better serve investors
04/14/2021
Credit Suisse Reaches for Bankers' Bonuses
The bank is expected to generate just over $3.7 billion in pre-tax income for the first quarter of 2021 which includes $600 million achieved through reductions to bond pool accruals and other one-off booked items.
04/14/2021
Bricknode and additiv form Wealth Management-as-a-Service partnership
Together, the partnership offers a complete and ready package, from a trusted source, to leverage the digital age.
04/14/2021
UBP launches a global fintech strategy
The allocation to these three alpha opportunities will also depend on the macroeconomic environment and the team’s strong convictions on specific stocks.
04/14/2021
Zürcher Kantonalbank wants to expand into the USA
The London team also helps Swiss companies maintain contacts with British investors and supports companies in finding capital for transactions.
04/14/2021
English investment manager acquires Scottish rival
With some 1000 clients, Cornerstone advises on £500m of Assets Under Management (AUM) and has a team of 22.
04/14/2021
A closer look at gender-lens investing
While gender-lens investing is spoken about in the industry and at a regulatory level, meaningful execution is distinctly lacking.
04/14/2021
Sionic Shortlisted for Trio of WealthBriefing Awards
Our specialists have been shortlisted for three of the sector’s most prestigious awards
04/14/2021
Wealth firm launches in Dubai under DFSA rules
Bold expansion plans include more staff and a larger portfolio of clients to offer relevant and customised solutions
04/14/2021
Annual General Meeting of Julius Baer Group Ltd.
David Nicol was elected as new independent member of the Board of Directors for a one-year term.
04/14/2021
Canaccord Prepared to Raise Offer for RF Capital, CEO Says
The current proposal values RF at C$367 million ($292 million).
04/14/2021
JPMorgan profits on capital markets in a cash-flush economy
Similarly, businesses got help from government programs and raised a significant amount of financing, Dimon said.
04/14/2021
Phoenix rising – specialist PR consultancy shortlisted as Finalist in WealthBriefing European Awards
The announcement comes just a few days after judges confirmed the specialist Investment PR firm as a Finalist in the Headlinemoney 2021 Awards.
04/14/2021
Goldman Sachs profit soars on global deals frenzy, trading boom
Total revenue more than doubled to $17.7 billion in the quarter, while financial advisory revenue came in at $1.1 billion.
04/13/2021
Dublin wealth manager Elkstone announces £20m student scheme at Belfast flashpoint
It comes two weeks after a Saudi Arabian fund completed the north’s biggest ever office deal, paying £87m for the completed Merchant Square development in Belfast city centre.
04/13/2021
Credit Suisse Fallen Prey to Supply Chain Fraud?
Credit Suisse is being drawn into a deepening political, economic, and corporate scandal rippling through Britain and Australia, hitting Switzerland and Germany along the way.
04/13/2021
Pacific Asset Management teams with BlackRock to launch five additional multi-asset model portfolios
For large advisers and consolidators, this 90-day commitment speeds up the process of aligning multiple books of business across different platforms into one common firm-wide CIP, significantly reducing integration time, complexity and, as result, regulat
04/13/2021
Forbes Recognizes Sandra Cho as One of America’s Top Woman Wealth Advisors
The Forbes special report highlights top-performing women wealth management professionals across the nation and is based on insights from SHOOK Research, which compiles quantitative and qualitative criteria.
04/13/2021
Wealth Management M&A Activity Hits Record High In First Quarter
The deals represented a 10% increase over the 69 record deals in the fourth quarter of 2020