07/13/2022
Judges announced for the inaugural Stonehage Fleming XV
Four Stonehage Fleming representatives will complete the judging panel.
Wealth and Asset Management
07/13/2022
Credit Suisse postpones real estate fund initial public offering
The fund launch was scheduled for the fourth quarter of 2022 and the group said it is nearly ready.
07/13/2022
Three in four advisers expect demand for wealth transfer advice to increase
Almost three in four (71%) advisers anticipate the demand for wealth transfer advice to increase in the next three years, according to recent research from M&G Wealth, conducted by NextWealth.
07/13/2022
First gold bar with Swiss seal of approval launched
The gold comes from small mines that are actively committed to improving their environmental and social sustainability.
07/13/2022
ONE swiss bank SA H1 2022 financial results (true & fair view)
Financial markets sharply corrected in the period under review, with shortfalls witnessed in most asset classes.
07/13/2022
SJP changes managers at three funds to boost returns
Each of the three new fund managers will aim to reduce the fund’s carbon intensity by 50% against the benchmark.
07/13/2022
Wealth managers must conduct an urgent gap analysis for MiFID II suitability requirements
Under the latest amendment to MiFID II, wealth managers will need to proactively assess their clients’ sustainability preferences in the same way that risk tolerance and investment knowledge are measured currently.
07/13/2022
Sanctuary Wealth Receives $175 Million Growth Investment From Kennedy Lewis Investment Management
Investment to accelerate Sanctuary Wealth's growth and reshape the wealth management industry
07/13/2022
Eton Solutions Raises US$ 38 Million Series C Funding
Series C Funding Round Anchored by Navis Capital Partners to Support Eton Solutions Product Development, its Rapid Growth Trajectory, and International Expansion.
07/13/2022
RBC Wealth Management - U.S. survey reveals wealthy Millennials think regularly about their financial futures
The survey of 1,000 high-net-worth (HNW) Millennials found that 84% think frequently about their financial security, but many are unsure of what they need to do to attain it.
07/12/2022
Wealth management booms as the rich get richer but markets get choppy
Industry aims to attract rising tide of younger DIY customers coming into inheritances but who need assistance
07/12/2022
‘Buy Brewin Dolphin!’: Nine wealth managers’ top H1 calls
Asset allocators had to make some tough decisions in the first half as inflation, exacerbated by the Ukraine war, turned the market on its head.
07/12/2022
Liechtenstein-based VP Bank Offers First-to-market Solutions For Clients Across Asia
As such, choosing the right partner to help investors manage their assets and wealth has become increasingly important.
07/12/2022
VP Bank takes a bleak view of market prospects
The bank’s chief investment officer warns that the global economic outlook could deteriorate further before it improves.
07/12/2022
AFH-owned insurance broker enters liquidation
The insurance broker remains authorised and regulated by the FCA.
07/12/2022
Necessity is the mother of invention – how wealth managers need RegTech to navigate marketing and sales compliance
In addition, operating in multiple jurisdictions means there are decisions to be made over whether to take a broad-brush approach and apply the strictest regulatory regime to all products
07/11/2022
Swiss Investment Banks Make Strong Showing in APAC League Tables
In the same category, Credit Suisse ranked nine, up from fourteenth a year earlier.
07/11/2022
UBS Considering Single Wealth Management Head
It additionally indicated that the step would also potentially set him up to succeed current UBS chief executive Ralph Hamers, although no final decision has been made yet.
07/11/2022
The UK’s new wealth management landscape
The deal is the largest in a wave of consolidation that has swept through the UK’s wealth management industry.
07/11/2022
Financial services group buys Hong Kong wealth manager
Acquirer’s goal ‘is to make a positive impact on society’