06/16/2022
Close Brothers taps Sanlam and Rathbones for five senior hires
Opens new Chichester office
Wealth and Asset Management
06/16/2022
Sarasin launches investigation after data breach
Sarasin & Partners staff called clients this week to warn them about the breach, which was related to personal details and not financial data, according to Citywire New Model Adviser.
06/16/2022
Young Fundpicker: How can wealth managers stay relevant?
New generation of investors
06/16/2022
Credit Suisse to call for redemption of CHF 1.5bn capital instrument
The firm plans to issue up to CHF 2bn in high-trigger Tier 1 capital instruments this year.
06/16/2022
UBS, Credit Suisse face wealth management headwinds in Asia Pacific
Both Swiss institutions recorded a drop in assets under management, or AUM, and year-over-year profits for the region the first quarter, as COVID-19 lockdowns and uncertainty surrounding the impact of Russia's invasion of Ukraine weighed on wealth ma
06/15/2022
Sanctuary CEO Willing to Pay 'Huge Premiums' for These Kinds of Advisory Firms
Sanctuary Wealth CEO Jim Dickson talks about what he sees in the RIA M&A landscape, what he looks for in an acquisition target and where he thinks the industry is headed.
06/15/2022
Wells Fargo Team Goes Independent With Raymond James OSJ Concurrent
A former Wells Fargo team managing $630 million in client assets has created their own independent practice, Vision Wealth Advisors, with the support of Concurrent Advisors, a Raymond James super OSJ backed by Merchant Investment Management.
06/15/2022
Marianne Rodriguez of Round Table Wealth Management Makes "40 Under 40" List
InvestmentNews judges recognize her accomplishments, leadership and commitment to clients and the financial planning profession
06/15/2022
Northern Trust Selected by Wilmington Trust to Support Market-Leading Collective Investment Trust (CIT) Platform
The agreement offers Wilmington Trust a competitive edge by implementing the customized solutions, deep expertise, and innovative technologies provided by the Northern Trust team.
06/15/2022
Syz Bank Loses Head of Europe Private Banking
In the meantime, Romanos function will be done ad interim by Roman Bruner as the search for a successor is in progress.
06/15/2022
UAE will attract largest number of millionaires in 2022: report
While destinations that traditionally attracted wealthy investors are losing their lustre, the UAE has been making a stellar ascent as a wealth hub
06/15/2022
Julius Baer: Asia is Home to the Most Expensive Cities
The index indicates that purchasing power has been hit this year, with the price of goods and services for the rich having risen 15 percent and 22 percent, respectively, on average.
06/15/2022
Unlocking Wealth in the GBA With Hybrid Service
How can banks strike the balance between digital offerings and traditional services to meet the evolving needs of investors in the Greater Bay Area?
06/15/2022
WealthSelect adds to Fixed Income across the range as economic uncertainty persists
The Responsible Active and Blend portfolios also see the introduction of a new holding
06/15/2022
Julius Baer publishes Global Wealth and Lifestyle Report 2022
The Lifestyle Survey of HNWIs reveals regional differences in how optimistic respondents feel about their personal, professional, and financial futures.
06/15/2022
Credit Suisse banker to depart after unapproved messaging – report
Anthony Kontoleon was removed from his post as global head of its equity capital markets syndicate in April, and is due to leave imminently after 28 years at Credit Suisse.
06/15/2022
Swiss Life AM opens ESG infrastructure debt to external investors
Fund aims to accrue €2.5bn (CHF 2.6bn) in capital after being expanded beyond asset manager’s existing network.
06/15/2022
Wealth management trends and the ‘new normal’
It was usually managed by lifelong financial advisors who handled the portfolios and kept the investments ticking over from a discreet distance.
06/15/2022
AssetCo to net £45m in cash after RMG acquisition
The Financial Conduct Authority approved the change of control of RMG to AssetCo last month.
06/15/2022
Kingswood completes acquisition of advisory firm Vincent & Co
Following the acquisition, Kingswood said now has about GBP7.0 billion under advice or management, compared to GBP7.2 billion on February 21.