06/26/2020
Giles Hargreave wins awards recognising his ‘outstanding’ work for investors
They also wanted to honour his contribution to widening awareness of investment opportunities among the UK’s smaller companies.
Wealth and Asset Management
06/26/2020
French investment firm to expand into Switzerland with Geneva office
‘After eight years in France, our decision to expand our presence abroad is the expression of our will to bring our know-how in the design and distribution of financial products closer to our partners in Switzerland.
06/26/2020
Credit Suisse Is Said to Freeze Plans for Miami Wealth Hub
Talks had focused on plans to attract $15 billion of assets under management, mostly from wealthy Latin Americans.
06/26/2020
Deltec Bank & Trust Named Best Private Bank Caribbean 2020 by Global Banking & Finance Review
This approach has already garnered international attention as the bank continues to modernize and to enhance the overall experience for its clients.
06/26/2020
Global Top 100 Executive Allies
Allyship is powerful and we are proud to announce a new initiative called Mission 100; working with our members and partners globally to connect one-hundred BAME LGBT+ individuals with one-hundred white industry executives within two years.
06/26/2020
Evooq and Indosuez's subsidiary sign partnership
Pierre Dulon, CEO of Azqore, said: ‘This partnership is aimed at offering our clients modern digital solutions that integrate perfectly with our core platform.’
06/25/2020
UBP partners with US firm to launch absolute return fund
We are very happy to partner with Campbell, who have such a long history and proven track record in systematic investing
06/25/2020
Leading out of lockdown: Five key priorities for post-crisis asset and wealth management
The immediate challenge will be in meeting heightened client-service, regulatory and reporting demands, especially if social distancing and limits to face-to-face interaction persist well into next year.
06/25/2020
Kingswood buys adviser in £18m deal
The company has a highly qualified and experienced team of financial advisers supported by a dedicated technical, compliance and administration team.
06/25/2020
Kingswood Group in a strong position to continue to execute its expansion strategy
Transformative transaction boosting Kingswood’s client facing advisory team to 62 people and increasing funds under advice/management to £4.8 billion from 16,000 active clients in UK and US
06/24/2020
Brooks Macdonald acquires Channel Islands wealth management business
Completion is expected to take place in the fourth quarter of 2020 subject to regulatory approval.
06/24/2020
Gold nears eight-year high as second coronavirus wave fears grow
"The combination of negative real yields and the prospect of an inflation surge due to massively increased money supply is sending prices higher,” adds Wilson.
06/24/2020
Wealth preservation rated top concern among Asia’s HNWI
Alternatives, multi-asset and fixed income are the three most sought-after strategies
06/24/2020
UBS to Offer “Free” SMAs from Third-Party Asset Managers
“At the same time, we’re investing in our advisors’ success, enhancing our advisory value proposition, and giving clients increased pricing flexibility.”
06/24/2020
Quilter International Research reveals that Hong Kong investors prefer Traditional Asset Classes
Hong Kong HNWs show a degree of regional-bias in their investments and around half of all asset classes are invested in Asia.
06/24/2020
Fidelity International extends 6 months parental leave to fathers
Policy change by London-based asset manager designed to boost gender diversity
06/24/2020
Bank of Singapore, PEs bid for stake in Edelweiss Wealth
A stake sale will help Edelweiss, which is battling rising bad loans and liquidity issues, raise funds for its credit businesses.
06/23/2020
Seaspray launches Wealth Management Division
These derivatives allow investors to take a stake in an index representing a basket of stocks, with capital protected in full unless that index falls below a particular threshold on a specific anniversary date.
06/23/2020
May net inflows fall slightly at St James's Place
We remain encouraged by the inflows we are continuing to experience and expect June gross inflows to be similar to May
06/23/2020
Private wealth service provider sets up UK estate planning unit
The new service has been set up by ZEDRA who specialise in helping people to plan for the future.