06/01/2020
Returning to the workplace: plan for success
Be sure you carefully understand your local government and health department’s directives and guidelines as you adjust your workplace in this environment .
Wealth and Asset Management
06/01/2020
Bank of Singapore’s private banking assets rise despite political turmoil, Hong Kong CEO says
Bank of Singapore’s greater China operations saw a 10 per cent increase in assets under management in first quarter
06/01/2020
IQ-EQ Family Office Services for UHNW clients
The launch comes as the family office space expands, evolves and diversifies, with globally minded UHNW families
06/01/2020
Mattioli Woods surges as profits beat forecasts by 20%
Chief executive Ian Mattioli will continue to take a cut in salary as the firm continues to stem the threats from Covid-19.
06/01/2020
Exencial Wealth Advisors closes acquisition
As a result of the deal, Exencial gains $800 million in assets under management as well as 15 new employees, including five CFA charterholders.
05/31/2020
Investec Irish restructuring cost £41m
Last May, the South African-founded bank sold its wealth management business in Ireland to British investment manager Brewin Dolphin for €44m.
05/31/2020
Volatility: Implications for the Investment Fund Market, from an Administrator's Perspective...
From mid-March the direction of our personal and working daily lives drastically changed.
05/31/2020
Warburg Pincus steps in to rescue £1.8bn wealth merger
Warburg Pincus is investing more than £250m to secure the creation of the UK’s fourth-biggest wealth manager, Sky News learns.
05/30/2020
How Lockdown Cpuld Lead to "A Rich Inner Life"
Humanitarian Terry Waite CBE and educator Sir Anthony Seldon talked about resilience in isolation and the importance of happiness at our latest client event.
05/30/2020
Charities in the time of Covid-19 – Reflections, two months on…
Operationally, charities have behaved like most commercial businesses facing disruption to their normal activities.
05/29/2020
The wealthy will be on governments' radars in COVID-19 response
Taxes will be an obvious route for governments, and so will appropriation, says Citi
05/29/2020
Jersey wealth manager buys trust company
In a bid to ‘increase market share’ and ‘diversify’ its geographical reach
05/29/2020
Rathbones halves its 9% stake in Jupiter trust as Richard Buxton takes over
Renowned fund manager is running investment trust money again for first time in seven years
05/28/2020
Hampden raises £7m on path to profitability
The bank has also experienced an upswing in new clients who are migrating accounts and loans to Hampden & Co from other banks.
05/28/2020
Wealth management platform acquired by London investment manager for "next phase of growth"
The sale follows the completion of Ascentric’s re-platforming in 2019 and the conclusion of a strategic review.
05/28/2020
Clime Asset Management kicks off internal musical chairs
It is understood the move was made after the business decided it was overweight an analyst.
05/28/2020
Goldman Brakes Advisor Hiring Plans, Delays Digital Wealth Offering
The company has shifted its long-time cadre of fewer than 500 advisors serving wealthy individuals and families from its investment management division to a new consumer and wealth division.
05/28/2020
Walsh, Amar & Associates Join William Blair’s Private Wealth Management Group
Los Angeles Office Opens
05/28/2020
CI Financial makes strategic investment in Congress Wealth Management
The agreement represents the further development of a collaborative partnership between CI and Congress.
05/28/2020
Human vs Robot: the Struggle for Good Automation in Wealth
In this live discussion we speak with three leading industry experts about whether "robo" and wider trends of automation are fundamentally at odds with the human and relationship-based business model of wealth management.