09/14/2022
CI Global Asset Management launches CI Alternative Multi-Strategy Fund
New fund uses alternative strategies to modernize the balanced fund
Wealth and Asset Management
09/14/2022
GBST to offer interactive tools to UK wealth market
It can be integrated with existing client processes such as investment onboarding journeys or home loan lending applications where leads can be passed directly to CRM software.
09/14/2022
Citi Private Bank Finds Family Offices’ Priorities Transcend Preserving the Value of Financial Assets and include Fostering Family Unity and Continuity
Despite volatile market activity in 2022 leading to overall portfolio decline, the majority of respondents in the annual Family Office Survey remain optimistic and expect portfolio gains in the next twelve months
09/14/2022
Barclays to expand private banking operation in Africa
With a focus on South Africa, Nigeria and Kenya
09/14/2022
BoA expands wealth management group in push to win rich clients
Banks have been competing for wealthy individuals, bolstering their advisory and lending practices to capture more assets on their balance sheet.
09/14/2022
‘We will never be Coinbase’: How Pictet WM attracts the next generation of clients
Victor Aerni, head of wealth management in Zurich, explains why the firm continues to recruit and how it approaches millennial clients.
09/14/2022
PR for the UBS stock does not catch
The bank also announced that it will probably spend more than the promised $5 billion on share buybacks this year - and that it will gradually increase the payouts in the coming years.
09/14/2022
Expect further M&A acceleration in wealth management
Private equity backing on rise
09/14/2022
Vontobel is expanding its offering in North America
With the introduction of these new strategies, the Swiss company says it complements its multi-boutique offering in North America and strengthens its presence in the region with additional solutions for Canadian and American investors.
09/14/2022
The cheap growth stock cashing in on rising Fed rates
US wealth manager LPL Financial has enjoyed an $890m gross profit windfall this year as a result of rising interest rates.
09/14/2022
UBP sees opportunities in Singapore's growing family office landscape
The Swiss private bank has set up four pillars to help ultra-rich clients planning to set up family offices.
09/14/2022
Brown Brothers Harriman’s Kleiser predicts more European asset managers will enter ETF market
‘The ETF wrapper is attractive for all types of reasons’
09/14/2022
Mattioli Woods Issues Final Results for the Year Ended 31 May 2022
I sincerely thank and remain humbled by the continued professionalism, commitment, endeavour and agility that our people have shown in managing our clients’ affairs throughout another challenging year.
09/14/2022
Credit Suisse-Tycoon Clash Has Wealth Industry Holding Its Breath
Billionaire suing CS Trust for damages tied to banker’s fraud
09/13/2022
CEO & Founder of Legacy Wealth Advisors Explains her Innovative Holistic Approach to Wealth Management & Legacy Planning
In particular, she was keen to emphasise her passion for a truly empathetic and holistic approach to helping private clients and their families curate robust legacy and succession planning with a multi-generational perspective.
09/13/2022
Four UBS Advisors in the Northeast Private Wealth Management Market Named Top Wealth Advisors in America by Forbes/SHOOK
This acknowledgement speaks to their commitment and ability to help clients achieve their goals while navigating a very challenging environment.
09/13/2022
How can wealth firms address the liquid-alts challenge?
Global wealth and asset management leader walks through different questions firms should be asking themselves
09/13/2022
EFG International publishes agenda for its Extraordinary General Meeting
EFG International today published the invitation to its Extraordinary General Meeting (EGM), which is scheduled to take place on 06 October 2022 with no public attendance.
09/13/2022
Boris Collardi to Get a Raise Upon Joining EFG Board
Classen was nominated to be chairman after Peter Fanconi unexpectedly announced in July he would step down and depart at the end of October
09/13/2022
Mattioli Woods made £46m from acquisitions last year
Mattoli Woods’ strategic goals are to grow group’s operations towards £300m of revenues, £30bn of total client assets and £100m of EBITDA.