05/20/2022
Debunking the Myth of the Fleeing Millionaire
As it turns out, high-earners won't leave if you increase their taxes.
Wealth and Asset Management
05/20/2022
Major Credit Suisse shareholder calls for new CEO
Credit Suisse emphasised Chairman Axel Lehmann's support for Gottstein after a Bloomberg report on Friday about early talks over a potential replacement.
05/20/2022
Replay: Focus On Wealth Management
In this Focus On event dedicated to Wealth Management, we reviewed a number of new challenges faced by wealth managers: technological transformation, generational wealth transfer and increasingly volatile markets in a sensitive macroeconomic context.
05/20/2022
HSBC AM Invests in Fintech Quantifeed
The company said the funds are earmarked to bolster its services for advisors, portfolio managers and end-customers, with improvements to portfolio design, advice and trading products as well as adding new asset classes, such as structured products, priva
05/19/2022
Wealth firms should forge more digital partnerships and invest in hybrid CX to stay ahead of the curve
Unblu’s Wealth Management Outlook traces the emergence of a new industry landscape, finding that the rise of Millennial and Gen Z investors, digital assets and agile advisors are defining the direction of the sector in 2022
05/19/2022
Private assets, public appeal – will these investments weather rising rates?
Markets fear trouble ahead for privately held companies with larger debt loads than their publicly listed peers.
05/19/2022
Mirabaud Asset Management's Private Equity Arm Invests in the Watch illuminator Monyco
This investment is a perfect fit to Mirabaud Patrimoine Vivant’s mission of supporting the development of European houses possessing unique know-how, alongside outstanding managers.
05/19/2022
Mishcon de Reya successfully defends £4 million claim brought by a former employee against Canaccord Genuity Limited
He alleged that he had been promised a retention award of £1 million of Canaccord shares in summer 2015.
05/19/2022
Julius Baer Outlines its New Targets
Significant improvement in gross margin and adjusted cost/income ratio compared to second half of 2021 – Assets under management impacted by markets downturn and client deleveraging – Julius Baer well on track to deliver on 2022 targets
05/19/2022
Love is Keeping Andrea Orcel Away From Credit Suisse
HypoVereinsbank, was acquired by UniCredit in 2005 and has a strong presence in Bavaria and Hamburg.
05/19/2022
Bearish positioning increases the risk of a market rebound
World inflation nowcaster: long-term (left) and recent evolution (right)
05/19/2022
Light at the End of the Tunnel?
The maximum drawdown in the current fall of 2022 has been 16%
05/19/2022
PraxisIFM reports solid results as business embarks on a new growth era
The Group is also targeting a more balanced portfolio, with Private Wealth currently accounting for two-thirds of revenue.
05/19/2022
SS&C’s Black Diamond Wealth Platform Reaches $2 Trillion AUM
Fast-Growing Independent Wealth Management Firms Utilize Technology and Tools to Drive Scalable Growth
05/19/2022
Julius Baer cuts Moscow ties; outlines Russia exposure
Julius Baer, which has been complying with relevant national and international sanctions on Russia, stopped accepting new Russian clients following Russia’s invasion of Ukraine.
05/19/2022
Major Credit Suisse shareholder calls for CEO to be replaced
A managing partner at Artisan Partners told Reuters that Thomas Gottstein should be removed from his position due to poor performance during his tenure.
05/18/2022
Cazenove Capital grows Wealth Planning team across the UK
The recent appointments mark the latest in a series of strategic hires to grow Cazenove Capital’s Wealth Planning
05/18/2022
Schroders celebrates first anniversary of Schroder Investment Solutions
This aligns with Schroders’ recent adviser survey which revealed that 75% of advisers saw an increase in the number of clients asking for sustainable investment options in 2021.
05/18/2022
Approach philanthropy as you would your wider investment strategy – Kate Boswell
Helping clients develop a framework for their philanthropic giving
05/18/2022
Cazenove Capital’s CEO named one of the 50 Most Influential in UK Wealth management for third consecutive year
Cazenove Capital and the Schroders Wealth international businesses enjoyed a very successful 2021, with organic net flows from new and existing clients of over £3 billion.