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Wealth and Asset Management

08/25/2020

Mid-sized businesses offer attractive growth levers to private equity active ownership

A private equity manager can quickly tap into an established network of management talent to strengthen that C-suite, enhance it and take it where it needs to be for the next growth cycle”.

08/25/2020

Key Things You Need To Know by St. James’s Place

Research was carried out on behalf of the Co-op by Atomik research among 2000 UK adults aged 50 and over.

08/24/2020

Edelweiss witnesses 65% Y-o-Y growth of mobile investors in India

Edelweiss Wealth Management has also seen an increase of 677% in account openings through EMT, in Q1 FY21 as compared to Q1 FY20.

08/24/2020

iM Global Partner strengthens the European equities expertise of its OYSTER range

Zadig Asset Management has already been entrusted with the management of the leading fund of the range, the OYSTER Sustainable Europe fund.

08/24/2020

A-rated Bellevue PM says stock could become the ‘Amazon of the health sector’

He said that the company can invest over $1bn each year in growth and could raise $3-4bn on the stock exchange each year.

08/24/2020

Sanctum Wealth: Fuzzy Markets

The market senses that economic activity could be losing momentum.

08/24/2020

Private banking firm relocates to new eco-friendly Nottingham premises

Brown Shipley moves to purpose-built offices at Edwalton Business Park

08/24/2020

Ravenscroft completes acquisition of WH Ireland (IOM) Limited

With immediate effect, the company name will be Ravenscroft (IOM) Limited but will trade as Ravenscroft.

08/23/2020

The future of private banking in Europe: Preparing for accelerated change

European private banks were already feeling pressure to revitalize. Now that the pandemic has accelerated changes in the expectations of clients and employees, the industry will need to accelerate its transformation.

08/23/2020

UBS Group Seeks to Lend Savings From Wealth Management Revamp

The company has been long focused on revamping its key wealth management division. In early 2020, the bank was in news for plans to cut about 500 jobs in the unit.

08/23/2020

Asia wealth management hits snag with bankers stuck at home

The challenge is the majority of private bankers’ business in Asia is coming from offshore

08/23/2020

The Power of Nought: All Twelve of Them by Justin Urquhart Stewart

It has been good news for those shareholders, that their value has gone up like a rocket, but there is a potential downside.

08/21/2020

With bankers grounded by Covid-19 flare-ups, the likes of JPMorgan and UBS see slowdown in Asian wealth management business

More than half of the assets managed by private banks in Hong Kong and Singapore are drawn from outside the two hubs

08/21/2020

Envestnet, Inc. Announces Closing of Convertible Notes Offering

The Notes will mature on August 15, 2025, unless earlier purchased, redeemed or converted.

08/21/2020

UBP merges European equity fund into cheaper market neutral strategy

The fund will be merged into a strategy with lower costs.

08/21/2020

Standard Bank’s Africa Wealth Report Provides Landmark Research On The High-Net-Worth Segment In Key African Markets

Respondents hailed from a diverse array of industries including real estate, manufacturing, construction, financial services, technology, oil and gas as well as education, entertainment, retail, trade and banking.

08/21/2020

UBS to update wealth management unit’s legal structure to cut costs

The legal changes add to a broader wealth management business revamp.

08/20/2020

Pandemic, low interest rates push private bank investors to alternative assets

Alternatives can be used as a substitute for core bond portfolios, which currently generate very little, if any income.

08/20/2020

Something's moving in the Italian contemporary art scene: the Trust for Contemporary Art

Most of Italy’s most important cultural institutions are public and the participation of private subjects in the cultural sector has been long debated.

08/20/2020

Wealth management in Hong Kong, Singapore hits snag with bankers stuck at home

Already, the likes of UBS Group and JPMorgan Chase & Co have seen the growth of new money in Asia take a hit.

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Mass Affluent Wealth Clients Need Both Digital Tools and Better Human Advice

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Gold beyond the cyclical narrative – Schroders

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Luxury buyer interest doubles, demand shifts to larger properties

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