06/15/2023
Ex-CFO of SJP partner firm buys UK wealth manager
Founder will retire from the business following the deal
Wealth and Asset Management
06/15/2023
Swiss Banking Underestimates Wealth Management Risk
They did this at the same time that Swiss members of parliament have been asking for a doubling of equity requirements
06/15/2023
Odey Asset Management plans funds, staff moves in fight for survival
Several major banks, which provided prime brokerage services, have said they would cut ties with Odey's firm.
06/15/2023
Acquisition of South Dakota Trust Company Establishes JTC as the Leading Independent Provider of Admistration Services to the US Personal Trust Sector
Not only does it bring us greater scale in the US, it also provides significant opportunities to offer our wider private client services to their high net worth and ultra-high net worth family clients.
06/15/2023
Cazenove Capital 2nd Office Chair Grand Prix 2023 raises £100k for the NSPCC
City firms joined in the fun, some in fancy dress such as jockeys, Top Gun characters, the cast of Scooby Doo, Where’s Wally, and bee keepers.
06/15/2023
Deutsche's Pagliara continues hiring drive amid UBS/Credit Suisse shakeout
With targeted hiring and innovation in its discretionary offering, Deutsche’s private bank wants to attract clients who are keen to diversify exposure across European institutions.
06/14/2023
Private Client Executive, Natalie Irvine, awarded Female Private Banker of the Year
It is the first time an Australian private banker has been individually honoured with the accolade.
06/14/2023
Pictet WM Asia CIO: «China Probably Not Far From the Bottom»
From its April peak, the CSI 300 has shed nearly 9 percent to hit 2023’s trough in early June but has since posted a 2.5 percent rebound.
06/14/2023
Henley Private Wealth Migration Report 2023
The HNWI migration figures focus only on HNWIs who have truly moved — namely, who stay in their new country more than six months a year.
06/14/2023
Astrobank awarded as best bank in Cyprus for private banking
AstroBank has developed an extensive customer base, which is significant considering the Bank’s size and overall market share in Cyprus.
06/14/2023
Tyndall Partnerships builds out an Investment Committee of industry heavyweights
The new Investment Committee will work with this team, offering depth of experience in their respective areas of specialism and additional objectivity to challenge tactical asset allocations where necessary.
06/14/2023
Why Crescendo IAM has clients with over 50% private market exposure
Crescendo’s head of asset management, Brian Johnson, rejects the notion that private markets are overpriced.
06/14/2023
‘Normality has changed’: Brown Shipley rethinks 2023 strategy in new economic paradigm
The investment house aims to enhance its risk-adjusted returns by remaining defensive.
06/14/2023
iCapital® Launches iCapital Marketplace to Connect Wealth Managers to World’s Largest Selection of Alternative Investment Opportunities
Wealth managers accessing iCapital Marketplace have expanded capabilities integrated into the platform to best serve clients interested in alternative investments.
06/13/2023
Hightower Partners With Team of Wealth Management Professionals to Form Presidio Wealth Partners
"At Hightower, we talk a lot about "well-th"—the concept that wealth encompasses more than money,"
06/13/2023
Northern Trust Named Best Digital Innovator, Best Private Bank for Digital Wealth Planning in North America from PWM
Financial Times Group Publication PWM Announces Wealth Tech Awards
06/13/2023
ONE swiss bank: H1 2023 Financial Results – Profit Hike
Profit Hike: significant increase in profit expected for the first half of 2023
06/13/2023
Highvern Recognised in Drawdown Awards for 4th Consecutive Year
HIGHVERN has previously collected awards for ‘Fund Administration’ as well as ‘Technology & Innovation’
06/13/2023
Schroders plc hosts Wealth Management Capital Markets Day
During today’s event, Schroders plc will share the growth prospects for each of its three Wealth Management businesses:
06/13/2023
Acquisitive firm to relocate from Newcastle after 15 years
The move will reflect the rapid growth of the firm, which currently has more than £130m in gross revenues with 1,200 colleagues across 56 locations.