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.
Wealth and Asset Management
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.
09/12/2023
Objectway is the category winner for “Wealth/Asset Management Platform” in the Chartis BuySide50 Rankings 2023
According to the research and advisory firm, Objectway’s Platform merges wealth management tools
09/12/2023
Equitis rebrands, uniting IQ-EQ France
This rebrand marks a major milestone in the Group’s growth journey in France, uniting and streamlining its French operations under a single global identity.
09/12/2023
Swiss Life seeks co-manager for CHF 60bn bond portfolio
They will cover Swiss franc bond and money market funds, institutional mandates and bond investments of the Swiss Life balance sheet.
09/12/2023
Indosuez Wealth Management reinforces its Middle East activities
Emile Salawi has been named head of the Middle East by Indosuez Wealth Management, Crédit Agricole Group's global wealth management division.
09/12/2023
Channel Islands feature strongly in Citywealth IFC 24 Awards
Jersey and Guernsey figure prominently again in this year’s shortlist, both nominated for the IFC of the Year Award.
09/12/2023
Wealth management firm confident after strong year
Total client assets of the group and its associate rose by 2.7 per cent to £15.3bn, up from £14.9bn.
09/12/2023
Julius Baer CEO - bank can grow to $1 trln wealth manager
Rickenbacher said that while a shift in external conditions could improve client confidence, so far some uncertainties remained.
09/12/2023
Ex-Credit Suisse banker’s wealth firm shuts down after bad bets
A holding company for the onetime banker’s investments — including London-based JAR — owed about £8.8 million (RM51.45 million) to unsecured creditors through late April, the filings show.