12/14/2022
Wealth management firm expands Midlands footprint with latest acquisition
The firm has a team of 17, comprising advisors, planners, researchers and support staff.
Wealth and Asset Management
12/13/2022
Benchmark takes stake in Oculus Wealth Management
Oculus will continue to operate independently but with further support from Benchmark for the existing management team.
12/13/2022
Nomura to Open Branch in Dubai for International Wealth Management
The establishment of the DIFC branch is a key initiative to further expand its client franchise and the footprint of its relationship managers.
12/13/2022
BlackRock — the world’s largest asset manager — says central banks are 'deliberately' causing recessions
In fact, the strategists believe that central banks are “deliberately causing recessions by overtightening policy” in an effort to bring price levels under control.
12/13/2022
Dalma Capital Group Acquires The Global CIO Office: Creates Full Service Integrated Platform for Funds, Investment Banking and Wealth Advisory
Investment industry leader Gary Dugan named Chief Investment Officer of Dalma Capital
12/13/2022
BNP Paribas strengthens private assets capability
Private Assets will pursue ambitious goals of fundraising from third party clients, from major institutional investors to individual investors, supported by the Bank’s various distribution networks as well as its partners.
12/13/2022
HSBC private bank CIO bets on China for 2023
Willem Sels, global chief investment officer for HSBC Global Private Banking and Wealth, is diving into Chinese equities despite a mixed economic outlook.
12/13/2022
Hampden & Co cashes in on Adam exodus
The bank has onboarded about 50 former Adam clients and expects hundreds more to transfer in 2023 due to an agreement with Canaccord Genuity.
12/13/2022
Swedish wealth management firm selects Bricknode to consolidate investment operations
The Client chose Bricknode's digital investment platform to automate and administer its daily operations including accounts, transactions and order management.
12/13/2022
Wealth management firm agrees City Quays 3 deal
The team based in Belfast has a wide-ranging skillset and extensive experience in financial planning and investment management.
12/13/2022
RBC Wealth Management look to defensive European equities in 2023
Overall, RBC said they were underweight European equities but suggested a discount to US stocks and low valuations have already accounted for a European recession.
12/13/2022
Four wealth management trends taking over in 2023
Face to face will never be replaced, though if technologies aren’t adopted by market participants, they will face a competitive disadvantage.
12/13/2022
Apollo defends push to retail investors amid Blackstone storm
Group rolling out gated product that seeks to recreate S&P 500 returns for wealthy clients
12/13/2022
Interview with Paul Donovan, UBS Global Wealth Management by Luke Hanratty
Luke Hanratty, a Director in our High Wycombe office interviews Paul Donovan
12/12/2022
Inaugural Wealthbriefing CI Awards presented
The inaugural Wealthbriefing Channel Islands Awards have been presented this week.
12/12/2022
Brookfield Corporation Successfully Completes Distribution of 25% Interest in its Asset Management Business
The Manager takes the name Brookfield Asset Management Ltd. and has been successfully listed on the New York Stock Exchange and the Toronto Stock Exchange.
12/12/2022
Goldman moves more bankers to Dubai in Middle East push
Goldman’s net revenues in wealth management were $1.6bn in the third quarter
12/12/2022
Julius Baer Writing Down Its Italian Wealth Manager Investment
Global financial markets have seen significant declines in equities and bonds, both of which are particularly relevant to Kairos.
12/12/2022
Impairment of Kairos goodwill following unprecedented difficult year for active asset managers
As per year-end 2022, no more intangible assets related to Kairos will be reflected in the consolidated financials of Julius Baer
12/12/2022
What does the ‘democratisation of private assets’ really mean?
This animated video shows why and how access to private assets is becoming more democratic.