09/22/2021
Westpac suspends sale of wealth management unit
Westpac will continue to operate these businesses and support its Pacific customers
Wealth and Asset Management
09/22/2021
Coldstream Wealth Management Announces Merger
Second private-equity free transaction this year expands employee-owned firm's footprint across fast-growing Pacific Northwest and increases total client assets to over $6.7 billion
09/22/2021
Clifton extends Hubwise platform deal to 2026
The agreement with Clifton Asset Management to extend their use of Hubwise’s services by a further five years is testament to the flexibility of the Hubwise proposition.
09/22/2021
Citi Private Bank Finds Cautious Optimism Among Investors for 2022 with Covid-19, Inflation and Peak Market Valuations Top of Mind
Majority of respondents in the annual Family Office Survey seek increased returns of 5% or more next year
09/21/2021
Schroders: Review of the 2021 AGM season
Implementing ESG metrics in pay, adjusting remuneration, shareholder resolutions, votes on climate, diversity and auditor tenure - we round-up the AGM season.
09/21/2021
Wise enters wealth management with BlackRock tie-up
Stock investing from multi-currency accounts is becoming a crowded market in fintech as transfers firm enters space
09/21/2021
Ameriprise Financial expands team
Both practices join Kuttin Wealth Management, a well-established team in Ameriprise’s independent channel, led by Barron’s Hall of Fame advisor Jon Kuttin
09/21/2021
UBS advisor named to the Forbes/SHOOK Top 250 Wealth Advisors list
The sixth annual Forbes/SHOOK Research Top 250 Wealth Advisors list recognizes the country's top financial advisors, who represent the future of the wealth management industry.
09/21/2021
Citi, IFC and Global Bank Partner to Finance Women’s Economic Empowerment in Panama
Proceeds from Landmark $90 Million Loan to Finance Low-Income Mortgages for Women-Led Households and Women-Owned Enterprises
09/21/2021
Coutts CEO: When time is money, why we spent it on becoming a certified B Corporation bank
To that end, at the heart of why we worked so hard to become a B Corp is because we want to be part of this new era of businesses.
09/21/2021
JTC aquires boutique asset manager
Following our successful fund raise earlier this year, we are delighted to announce the acquisition
09/21/2021
Spice Private Equity bounces back into profitable territory
The firm sold its stake in Leon Restaurants to EG Group earlier this year.
09/21/2021
Wealth Enhancement Group Partners with Hybrid RIA
Addition of Northern California Practice is Wealth Enhancement Group's Fourth West Coast Location
09/21/2021
Indosuez Wealth Management Selects Intercontinental Exchange
Many wealth managers use over-the-counter (OTC) derivatives as part of their portfolios, and margin optimization remains a key priority for managing and extending their investment strategies.
09/20/2021
Credit Suisse charges investors to prop up Greensill
Clients facing billions in losses are furious but Swiss bank cites need to keep collapsed company ticking over to recoup funds
09/20/2021
Top UBS Contender Bows Out
It is less than seven months until spring, which will be when Zurich-based UBS shareholders are expected to vote on replacing Axel Weber.
09/20/2021
ZEDRA opens office in Liechtenstein
The new office will enhance active wealth services to ZEDRA’s global clientele and presents growth opportunities in the country’s growing fintech sector.
09/20/2021
Learnings from >300 years of giving back with Rennie Hoare
Philanthropy Case Study: making a collective impact.
09/20/2021
Multi Family Office Joins Platform
First multi family office to its wealth management platform, as the company expands and follows growth plan.
09/20/2021
Schroders wins Large Employer of the Year
Our focus in creating an inclusive culture at Schroders has been recognised at the prestigious FTAdviser Diversity in Finance Awards, winning ‘Larger Employer of the Year’ in a highly-competitive category.