05/22/2019
Aviva Investors' £1bn fund manager loads up on SJP and Schroders
SJP accounted for 3.12% of the fund and Schroders 2.2% at the end of April.
Wealth and Asset Management
05/22/2019
Broadridge to Acquire Canadian Wealth Management Technology Provider RPM Technologies
The closing of the transaction is subject to the completion of an intercompany reorganization by RPM Technologies and standard customary closing conditions.
05/22/2019
Julius Baer's Christian Cappelli: «Onshore and Committed»
The debate over which is the better approach is a moot one
05/22/2019
The First Rule of Geneva Private Banking: Don't Live in France
Code has gained attention after UBS’s record fine in France
05/22/2019
Julius Baer endorses United Nations Principles for Responsible Banking
Julius Baer is pleased to announce its endorsement of the United Nations Principles for Responsible Banking as the first Swiss bank.
05/22/2019
Spain’s Richest Person Bets Billions on Prime U.S. Real Estate
Amancio Ortega is acquiring properties in the biggest cities
05/22/2019
Scheduled Trading Update
The group delivered a solid performance in the period.
05/22/2019
German private bank wants to take over Bankhaus Schilling
The acquisition is subject to successful completion of the audit, final settlement and required approvals.
05/22/2019
UBS raises $93m for Generation IM's sustainable fund
Generation is a pure play sustainable investment manager.
05/22/2019
Women to Private Banks: Stop Talking Down to Us
The study surveyed 2,500 women earlier this year, the majority of whom are married, made their own fortune, and are largely in the under £5 million ($6.4 million) wealth segment.
05/22/2019
Wealth managers' biggest buys and sells of the year; Rethinking the fixed income universe
Some DFMs have been turning away from JOHCM UK Opportunities, whose manager John Wood retired in late 2017.
05/22/2019
AAA Club: the latest managers receiving a top rating
Meet the managers earning their first Citywire AAA ratings in April.
05/22/2019
Investec says buy Brewin after £63m spending spree
Investec analyst Salvatore Caruso said an acquisitive strategy made sense in the tough market condition
05/21/2019
Lombard Odier in Asia: The Challenges of Realising a Well-Articulated Vision
With its size and resources as more of a boutique Swiss private bank
05/21/2019
EY’s Nikhil Lele on why banks, wealth managers and tech companies will soon offer financial subscriptions
This rental or subscription economy will also appear in financial services, changing products into services.
05/21/2019
Citywealth Names Katten International and US Law Firm of the Year
The Citywealth Magic Circle Awards are based on nominations that illustrate services provided, case studies, in-depth knowledge, and leadership and vision, among other areas.
05/21/2019
Barclays Analysts Say UBS May Need Strategy Overhaul
Focusing their analysis on clients outside of the U.S., Barclays analysts questioned if the banking group should allocate one-third of group resources to its IB division.
05/21/2019
The Next Big Thing
This influences investment as most equity portions of portfolios are significantly exposed to western businesses.
05/21/2019
Sanlam Global fund announces £1bn in assets under management
"The market volatility of the past year provided notable challenges, but it was a chance for the strategy to once again prove its metal.
05/21/2019
Barclays and Brewin big winners at CISI’s 26th annual awards
Barclays topped the charts with four winners, with Brewin having three winners, as did Schroders.