09/26/2022
DFM Sparrows Capital signs agreement with the P1 Platform
The firm writes that a white-labelled version of the platform will also be made available for selected advice firms and other clients.
Wealth and Asset Management
09/23/2022
Credit Suisse's Investment Bank Little More Than a Sacrificial Pawn
At the time, the business was the power base for Switzerland's second-largest bank.
09/23/2022
M&G unveils range of multi-asset funds in Ireland
To expand its offering for retail investors across Europe
09/23/2022
Young UHNWs are driving a private aviation boom
Jetcraft's five-year forecast also predicts a much more rational market over the next five years when compared with the 2004-2008 boom, with average purchase prices returning to pre-pandemic levels.
09/23/2022
The great wealth transfer in Asia Pacific - Deutsche Bank
Legacy planning can take many forms, depending on what families hope to achieve, how large or complex the family is, what types of assets they invest in, their risk tolerance, and investment philosophy.
09/23/2022
EFG’s Asia Pacific Head Surveys the Great Wealth Management Opportunities Across the Region
EFG’s history dates back to 1995, since when the bank has built AUM of circa CHF 180 billion (as at the end of 2021) and today has a presence in close to 40 locations worldwide.
09/23/2022
Swiss bank UBP returns to Chinese markets
Villamin said UBP saw some “hope” that there would be more stimulus measures ahead of and after the Communist Party Congress in October.
09/23/2022
British astronaut tops the bill for Guernsey Private Wealth Forum
The theme of this year’s Private Wealth Forum is ‘Families Investing in the Future’, and will explore the importance of the next generation, succession planning and incorporating new and innovative technologies.
09/23/2022
Solid performance for Brooks Macdonald International in annual results
The results also reflect the full year impact of the Lloyds Channel Islands business, which was acquired in late 2020.
09/23/2022
Strong first half and upbeat profits outlook lifts Investec shares
Management expects strong earnings for the first half of its financial year, despite tumultuous market conditions and continued macro-economic uncertainty.
09/23/2022
Mindy Diamond on Independence: Former $2B J.P. Morgan Team on Their New Chapter with Cresset
A conversation with Kevin McGuire and Sarah Burney, managing directors and wealth advisors at Cresset, one year into their transition.
09/22/2022
Ultra-Wealthy Clients Are Sitting on Cash, Ready to Invest
That segment is ultra-high net worth clients, made up of multimillionaires with $100 million and up and billionaires.
09/22/2022
UBS Financial Advisor named to the Forbes/SHOOK Top Next-Gen Wealth Advisors list
Each advisor is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, and assets under management.
09/22/2022
Top Rothschild Banker Moves to Dubai
Rothschild’s Asia head of equity advisory Finlay Wright will relocate from Hong Kong to Dubai later this year
09/22/2022
Evelyn Partners acquires Arena Wealth’s investment management business
Evelyn Partners will continue to work with Arena Wealth on an ongoing basis, as the firm’s partner of choice for investment management.
09/22/2022
Geneva wealth manager launches gold hedge fund
One of its strategies is a hedge fund combining physical gold and an overlay of riskier investments.
09/22/2022
Democratising wealth management
They lack simple tools to maintain an overview and the power to act over their assets held with various banks or managers, as well as over other assets such as real estate or shareholdings.
09/22/2022
Landbay partners with 2plan wealth management
Providing industry-leading service to brokers and financial advisers is one of the most important aspects of how we run our business, and we recognised straight away that the same was true for 2plan.
09/22/2022
Zwei Wealth Launches Family Office for Your Pocket
To this end, they are launching a new digital offering that maps the essential functions of independent management on a PC or smartphone, including a chat with the personal advisor and a tool for tendering management orders to asset managers and banks.
09/21/2022
UBS seeing positive client flows this quarter - Khan
UBS, the world’s largest wealth manager, will focus on organic growth in the U.S. market after calling off a planned $1.4 billion acquisition of Wealthfront, Khan said.