09/14/2023
Local Associate Director also named in NextGen list
Alongside his role at Saffery Trust, he is also Deputy Chair of the STEP Committee in Guernsey.
Wealth and Asset Management
09/14/2023
Raiffeisen Aims Big by Thinking Small
The group made up of 219 individual institutions is preparing to make its mark in asset management, an area dominated by UBS and Credit Suisse.
09/14/2023
Clients of wealth managers/financial advisers increase exposure to cash and alternatives
Some 23% say their clients have kept the same allocation to cash and just 2% say their clients have decreased their allocation.
09/13/2023
StanChart-Owned Zodia Custody Enters Singapore
The regulator also proposed draft legislation on safeguarding such digital assets.
09/13/2023
Push for gender parity by asset managers stalls
Luxembourg stands out among lagging asset management hotspots
09/13/2023
Deutsche Bank announces launch of DB Investment Partners
This will include renewable finance and energy transition financing as well as infrastructure financing globally.
09/13/2023
Citibank Singapore is Ranked No. 1 Among Banks for Customer Experience in Report by Independent Research Firm
Bank reclaims top spot in annual survey as it further invests in mobile app and enhances customer feedback initiatives
09/13/2023
Result of the simplified tender offer for Rothschild & Co’s shares
Concordia and the concert members have crossed the 90% threshold of Rothschild & Co’s capital and voting rights, thereby allowing for the mandatory buy-out of the remaining shares.
09/13/2023
How private bankers can help brokers serve high income clients
It’s no secret that net migration is set for a significant increase with almost 1.5 million migrants expected to call Australia home in the next five years.
09/13/2023
Black Maple Capital Management LP Shows Confidence in Focus Financial Partners Inc. with Strategic Investment
The acquisition of these shares reinforces Black Maple Capital Management LP’s commitment to prudent and promising investments.
09/13/2023
Qatar’s financial wealth expected to grow by 5.1% to reach $388bn by 2027
Ultra High Net Worth (UHNW) individuals are the major contributors to Qatar’s wealth growth.
09/13/2023
Wealthy families pile into bonds, private equity while shedding stocks - Citi
The shifts were the largest since Citigroup began the study in 2020.
09/13/2023
Rothschild family succeed in bid to take bank private
In order to execute a mandatory delisting, Concordia had to hold at least 90 per cent of shares.
09/13/2023
Söderberg & Partners invests in three UK advice firms
It has bought the stake in Timothy James & Partners from current owner Waverton Investment Management.
09/13/2023
UBS Clears Out of Credit Suisse Tower in London
In the Credit Suisse Tower in Canary Wharf, the bank will vacate «a number of floors» as a result
09/12/2023
Citi sees further opportunities across social finance in Asia
Team will build on recent client work with pipeline of over 30 transactions across South & Southeast Asia
09/12/2023
Nomura Asset Management launches new Art. 8 US High Yield strategy
The Continuum fund is benchmarked to the ICE BofA US High Yield Constrained Index, which yields more than 8.5% as of late August.
09/12/2023
Fostering Collaboration: Business and Philanthropy Working Together
The aim is to raise up to US$1 billion over ten years for women fund managers, funds which will then be invested in high impact businesses and projects across Africa.
09/12/2023
David Guin featured in ALM | ThinkAdvisor's "The 3 Types of UHNW Clients and How to Serve Them"
These trends - and challenges - are unique to different types of clients and the individuals that fall within these types.
09/12/2023
JTC Named As Finalist In The 2023/24 STEP Private Client Awards
The winners will be announced on 21 September 2023 at a ceremony in London.