05/30/2023
The former clients of Mercer Private Wealth will benefit from access to the extensive range of services offered by Canaccord Genuity Wealth Management in Canada, in addition to global research and expertise from across Canaccord Genuity Group.
05/30/2023
However, lower rates by the end of year provides opportunities to extend bond duration and add emerging market debt.
05/30/2023
The $1tn firm becomes the latest asset manager to lay off members of its workforce to reduce costs.
05/30/2023
There may be significant openings for expansion
05/30/2023
A report from HSBC UK found that 57% of non-investing customers were unlikely to invest in the next 12 months for fear of losing money.
05/30/2023
In their Q4 2022 results, Singaporean major banks revealed that their revenue was negatively impacted by low wealth management fees
05/29/2023
The move marks another setback for the bank in its legal battle with the Georgian oligarch.
05/29/2023
Several favourable policies have recently been announced to attract more family offices to settle in Hong Kong, fully reflecting the determination of Hong Kong to enhance its competitiveness as a global wealth management center and develop the city as a f
05/29/2023
The transaction will see UBP further strengthen its presence in Japan and is a clear demonstration of UBP’s ambitions to expand its footprint in Asia-Pacific.
05/29/2023
Bank nearly doubles its capital allocation in Vietnam, demonstrating strong commitment to the market
05/29/2023
The FTSE-100 company is working with Russell Reynolds Associates to find a successor to Andrew Croft, who has worked for St James’s Place since 1993, Sky News learns.
05/29/2023
This is more attractive than typical bonuses which are linked to fee-generating assets which requires clients to invest, in addition to opening an account and banking their assets.
05/29/2023
Guillaume Abel, deputy CEO of the Natixis-affiliated asset manager, has a global vision.
05/29/2023
Their total wealth has increased by around 8% since the start of the year and is now $7.52 trillion, the analysis by the firm which supplies technology for security firms supporting ultra-high net worth (UNHW) families and individuals.
05/29/2023
Insider spoke to 4 top banks about how they prepare bankers to work with their most prized clients.
05/29/2023
The current situation in China makes that abundantly clear.
05/26/2023
The list was developed by SHOOK Research and is based on a variety of qualitative and quantitative factors, including in-person interviews, industry experience, compliance records, assets under management, and revenue.
05/26/2023
This acknowlegment recognizes their experience, professionalism and dedication to providing clients with high quality advice and service.
05/26/2023
The accolade highlights Cazenove Capital's commitment to sustainability, the depth and breadth of its sustainable investment offering and the strong performance of its impact and sustainable portfolios.
05/26/2023
Citywire Wealth Manager has learnt the names of 11 former Investec W&I investment directors who left the firm prior to the announcement it was to merge with Rathbones.