Managers of Wealth

How firms should handle Spacs as they eye wealth management

Though they have been around in some form since the 1990s, Spacs have grown in popularity in recent years.

REYL & Cie Fund Representation Solutions expands its activities for foreign investment funds

With this authorisation, REYL & Cie is now one of just a few actors in the market able to offer, under one roof, combined representation and paying agent services for all foreign funds that target institutional, professional and private investors in S

Citigroup Q4 profit down 7%, revenue drops by 10%

Net Income of $4.6 Billion ($2.08 per Share)

Citi Unifies Global Wealth Management Business

“Citi Global Wealth” to Deliver Full Spectrum of Products and Services Globally

BNP Paribas Securities Services extends its initial margin services to Asia Pacific

These include risk factors and initial margin calculations, exposure management, exchange of initial margin calls and a triparty collateral management solution with segregated custody arrangements.

Fidelity launches UK wealth management arm

Fidelity Wealth Management will offer investment and retirement services.

Nick Train singles out Schroders as he targets burgeoning private wealth space

Schroders, M&G and Fidelity have all made plays in the wealth management space

Brooks Macdonald hits record £15.5bn as outflows narrow

Brooks’ assets under management rose by 13.6% in the final three months of the year as outflows moderated.

EFG readies AT1 with eye on capital enhancement

The AT1 is being launched in conjunction with an any-and-all tender offer for EFG's US$400m 5% Tier 2 notes, which mature in 2027 and are callable in April 2022.

Quilter CEO reflects on year of change

As with many wealth managers in the Covid-19 era, the FTSE 250 group reports having grown trust and engagement with its existing client base, but has struggled to win new investors amid lockdown measures and social-distancing rules.

Pictet sells headquarters to Deka and plans new 'campus'

The transaction is subject to approval by local authorities.

Lugano wealth managers enter strategic partnership

The management teams will collaborate closely, under Michele de Michelis’s lead.

Top 10 Predictions for Wealth Management in 2021: Aite Group

Pirker predicted a continuation of digital transformation trends in 2021.

Arbuthnot Latham Adopts White Label Technology From smartTrade

Arbuthnot Latham was looking to integrate a solution into its existing offering which would be user-friendly and practical for clients whilst meeting the bank’s requirements for functionality and security.

With recovery comes opportunity

We are optimistic for corporate credit’s medium-term outlook and we like the carry aspect it provides.

70% of finance industry say their firm lacks ESG commitment

Only two-in-10 professionals believe their company is dedicated to ethical finance policies

DeVere launches equity fund with Columbia Threadneedle Investments

This, together with our existing suite of products from major global financial institutions, will help best-position our clients to be able to achieve their medium to long-term financial objectives.

Is 2021, the year of the phoenix?

2021 stands to be the ‘year of the phoenix’, with a strong rebound in global GDP and corporate earnings in 2021 linked to the unrolling of vaccines and substantial policy support.

Schroders partners with Citi to offer clients new DFM solution via Cazenove Capita

Schroders and Citi are today announcing a strategic partnership to launch a bespoke Discretionary Fund Management service for Citigold, the Bank’s mass affluent clients across the UK and select international markets.

Free advice on ESG to encourage clients towards socially responsible investments

In June last year, deVere revealed that 26% of clients around the world are eyeing exposure to or are now part of the ESG megatrend.

1
2
3
…
736
737
738
739
740
741
742
743
744
745
746
…
1688
1689
1690

Wealth and Asset Management