03/15/2023
DBS Acts as Anchor Investor in Impact Fund
Launched in August 2022, AIFF was designed through a partnership between DBS Foundation and Heritas Capital, a Singapore-based private equity and venture capital firm.
Wealth and Asset Management
03/14/2023
16 J.P. Morgan Wealth Management Advisors Recognized on Barron’s Top 1,200 Ranking
The rankings are based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors’ practices.
03/14/2023
Five UBS Advisor Teams in Arizona Named to the Forbes Best-In-State Wealth Management Teams List
Three of the five teams are based in Phoenix, and two are in Tucson.
03/14/2023
Celent's Model Wealth Manager 2023 Awards Program
The submissions for this year’s Model Wealth Manager Awards program were not only competitive, but also testament to the industry’s determination of bringing personalized, streamlined, and optimized wealth management
03/14/2023
Credit Suisse (Schweiz) AG has published its Annual Report 2022
The financial reports of Credit Suisse
03/14/2023
Skerritts Group continues growth with the purchase of the Horsham-based Financial Planning Firm, Mercier Allen & Associates Ltd
In January 2023, another acquisition was announced with the purchase of Kent-based Financial Planning Firm, Equinox Wealth Limited, which brought another £62 million of AUM.
03/14/2023
Close Brothers Half Year Results
Although underlying credit performance remains resilient, the increased uncertainty in the economic outlook has been reflected in higher forward-looking impairment provisions and a rise in arrears in Motor Finance.
03/14/2023
Silicon Valley Bank: What happened and what’s the investor impact?
The main reason this was necessary is because the bank invested deposits in long duration (interest rate sensitive) bonds when interest rates were very low.
03/14/2023
Edmond de Rothschild Coroprate Finance advises Collingwood Lighting and its Shareholder Ambienta in the Acquisition of Indigo Lighting
The business is led by Olivier Lapiere and Sebastien Dumont who have both reinvested alongside Ambienta as part of the transaction.
03/14/2023
Dowgate offers 'better than average' compensation to poach wealth managers
Central to his approach for growing the wealth management business is a plan to recruit managers from other firms, including firms that have been taken over, and where the wealth managers may feel constrained by being part of a larger organisation.
03/14/2023
DWS Wins Multiple Awards in Asia Pacific
The annual Asian Private Banker’s Asset Management Awards for Excellence honours and identifies outstanding providers of asset management products and services to private banks in the Asia Pacific region.
03/14/2023
Standard Bank Fiduciary executives recognised at Powerwomen Awards
Now in its twelfth year, the prestigious awards program celebrates women who have made significant contributions to their industry while promoting and supporting other women.
03/14/2023
Fed’s data-chase continues amid volatility and banking turmoil
Now, the Fed is also working to contain financial risk, following some small bank failures.
03/14/2023
Goldwater Launches One-Stop Wealth Service
Leveraging technology and flexible mandates, the firm will formulate personalized trust solutions that cover personal and family protection, retirement planning and long-term asset arrangements.
03/14/2023
IQ-EQ wins ‘Best Fund Administrator’ at the Private Equity Wire 2023 European Awards
Winners were announced at an exclusive ceremony and networking event at the Reform Club in London on 8 March 2023, where senior leaders from IQ-EQ were in attendance.
03/13/2023
The Great Wealth Transfer Will Radically Change Financial Services
This will drastically shake up the financial services industry as players jockey for position with beneficiaries.
03/13/2023
How Wells Fargo lost a $1.9B team to Private Wealth Asset Management
Zac Ritchey was tired of all the promises he couldn't keep to his ultrawealthy clients at Wells Fargo.
03/13/2023
First Republic Bank Strengthens and Diversifies Liquidity
Capital and Liquidity Remain Very Strong
03/13/2023
HSBC acquires Silicon Valley Bank UK Limited
Strategic acquisition to strengthen HSBC’s banking franchise in UK
03/13/2023
Saxo UK teams up with Moneyfarm to launch mutual fund portfolios for M&G Wealth &me customers
Moneyfarm developed the bespoke investment app, created the new &me branding and proposition, from concept, design to completion.