05/19/2023
How Lombard lending helps wealth management clients stay invested with flexible financing solutions
HSBC’s Wealth Portfolio Lending service enables clients to borrow against the value of their existing investment portfolio
Wealth and Asset Management
05/19/2023
‘Don't patronize them’: How Julius Baer is appealing to next gen UK clients
David Durlacher says that despite Julius Baer’s century-old history, the firm is prioritizing the next generation of investors, looking for authenticity over tradition.
05/18/2023
Credit Suisse’s Philippines Head Joins Top Conglomerate
Credit Suisse Philippines country manager Mark Robert Uy is leaving the bank to join Ayala Corp. in August
05/18/2023
Pacific Asset Management MPS risk-rated by Leading Providers
When partnering with advisers, PAM designs and manages an investment proposition that’s tailored to a firm’s specific needs.
05/18/2023
UBS’ $5b Credit Suisse buy changes Australia’s wealth game
UBS exited Australian wealth management less than a decade ago
05/18/2023
Meet Ireland’s new disruptive wealth manager
Unio has entered the Irish wealth management space with €14bn in assets at launch and aims to disrupt the market with its international investment offering.
05/18/2023
Why has Scotland become an attractive hub for advice firms?
It is ‘often the obvious next move’ for companies looking to expand
05/18/2023
Investec sees resilient growth despite tough markets
These were underpinned by client acquisition and increased client activity.
05/18/2023
Mediobanca further develops its advisory business through strategic investment in Arma Partners
Under the terms of the agreement Mediobanca will acquire Arma to create a leading Digital Economy franchise within the CIB Division.
05/18/2023
Wealth transfer planning: Branching out, building up, giving back
Beyond the emotional concerns, these transfers entail, tax, legal and a host of other issues come into play.
05/18/2023
CS Berner loses to competition from Liechtenstein
The departures at CS Bern also draw attention to the fact that the banking center there is small and family-like and entire teams rarely change employers.
05/17/2023
Ask CIO – Alternatives, equities, and fixed income
Governments are investing heavily to boost security and self-sufficiency in a number of areas, inflation is likely to stay relatively high, and economic growth prospects are mixed.
05/17/2023
Ropes & Gray Spins Off Wealth Management Business, Related Legal Practice
This excellent cultural and strategic match enables us to enrich our wealth management offerings.
05/17/2023
Third Financial and Wealth Dynamix Team Up on Client Lifecycle Integration
The partnership with Wealth Dynamix is the latest example of Third’s efforts to help wealth managers and financial advisors simplify and scale their businesses.
05/17/2023
Pictet bets on the return of the 60/40 portfolio
Investment grade bonds and Treasuries could offer attractive opportunities due to the rise in interest rates.
05/17/2023
Praxis looks to expand yacht services offering with planned acquisition of Sarnia Yachts
The proposed deal is subject to regulatory and competition authority approvals.
05/17/2023
SJP bosses face investor backlash over 'windfall gain' remuneration
Institutional Shareholder Services urged clients to vote against package
05/17/2023
Ninety One announces full-year results for year ending 31 March 2023
Results for the year ended 31 March 2023
05/17/2023
Charles Schwab Corp. will take the fight for ultra-high-net-worth clients to Northern Trust, J.P. Morgan and Goldman Sachs
Under new president, Rick Wurster, Schwab bought Family Wealth Alliance and a stake in Dynasty Wealth
05/17/2023
Titan Wealth acquires Ravenscroft investment management business in the UK
Well established business with c.£600m AUM and offices in Peterborough and Bishop’s Stortford