06/29/2020
Chase de Vere on acquisition trail as profits jump
Chase de Vere also said its financial strength meant it did not have to furlough any employees during the coronavirus lockdown.
Wealth and Asset Management
06/29/2020
KKR, Apollo Among Suitors for National Australia Bank's Wealth Unit: Sources
NAB, Australia's third largest bank, decided to divest its wealth management unit in 2018, but the plan has been delayed by a management overhaul and a special government-appointed inquiry into the financial services sector that found industry-wide m
06/29/2020
Independence Day Lockdown by Rathbones
People are extremely adaptable as prolonged lockdowns have shown.
06/29/2020
Why outsourcing is front of mind for most asset managers
Asset management firms are restructuring operations to become leaner with outsourcing of several functions on the to-do list
06/29/2020
Julius Baer awarded Outstanding Wealth Management Technology Implementation
Hosted jointly by The Digital Banker and Global Private Banker, the Global Private Banking Innovation Awards- now in its second year
06/28/2020
Hong Kong still reigns as Asia’s leading wealth hub
Strong digital uptake, demonstrable investment savvy
06/26/2020
Raymund James Financial Reports May 2020 Operating Data
Financial assets under management of $143.6 billion increased 5% over May 2019 and 5% over April 2020.
06/26/2020
Imapact of Covid-19 on Wealth Management, greater digitalisation and flexible working
Recent Oliver Wyman research showed digital engagement had increased 7-10x during the crisis.
06/26/2020
Northern Trust Launches Industry Leading Wealth Institute
The Northern Trust Institute: A bold new approach to wealth optimization built on 130 years of data, analytics, expertise and real-world outcomes
06/26/2020
Ping An Wealth Management Subsidiary Expands to Hong Kong
Hong Kong ranks top among international financial markets for its sophisticated regulatory framework, open markets and diverse financial products.
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.
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