09/08/2021
J. Safra Sarasin Fills Its War Chest
J. Safra Sarasin typically eschews taking profits out in favor of stowing the money instead.
Wealth and Asset Management
09/08/2021
Ahead of DOL IRA Rollover Requirements, Broadridge Fi360 Offers Enhanced Solution
Broadridge Fi360 Solutions worked to enhance the tool with ongoing support from the Pension Resource Institute to develop best practice criteria that is easily adaptable as the regulatory environment evolves
09/08/2021
LGT Vestra and Wealthify to offer low-fee digital investment service
Both the asset allocation and fund selection will be carried out by LGT Vestra, with the platform and customer care provided by Wealthify.
09/08/2021
How Bank One is supporting Mauritius’ efforts to emerge as a private wealth hub for Africa
The most noteworthy exercise in this space was the Blueprint for the Financial Services Sector commissioned
09/07/2021
Schroders and Bank Muscat announce long-term strategic partnership
The partnership will support Schroders ongoing commitment to expanding its capabilities in the Middle East.
09/07/2021
Revealed: All the shortlists for Schroders UK Platform Awards
19 shortlists
09/07/2021
World’s Biggest Wealth Fund Steps Up ESG Focus in Real Estate
What we’re working on now is a separate, improved sustainability strategy, which prepares us for net-zero” as well as new laws and regulations surrounding carbon emissions.
09/07/2021
Julius Baer's head of wealth planning's seven tips on how to preserve your wealth
Preserving wealth for one or more lifetimes requires long-term, strategic thinking
09/07/2021
Quintet's Money Burn
Fuelled with hundreds of millions in funding from the al-Thani family, Quintet is hiring bankers at a brisk pace – but can’t always retain them, as finews.com reported last week.
09/07/2021
Tavistock turns £1.23m profit as performance turns around
Tavistock Wealth saw a 7% increase in revenue to £5.9m (2020: £5.5m).
09/07/2021
J. Safra Sarasin fills the «war chest»
Income rose more significantly, namely by 10 percent to 670 million francs. J. Safra Sarasin increased its trading business, but above all in fee income: thanks to a plus of 11 percent, income of almost 358 million francs resulted.
09/07/2021
State Street to Acquire Brown Brothers Harriman Investor Services
The acquisition is expected to be accretive to earnings per share in year 1.2
09/07/2021
Partners Group reports strong H1 2021 financials driven by a significant increase in performance fees
These strong realizations are a testimony to our thematic investing approach and the significant value created in these companies and assets over many years.
09/07/2021
UBS: Another rumor of sale in Madrid
Because last April the Madrid branch had already been sold to the Fürstenbank LGT or the Swiss-Brazilian private bank J. Safra Sarasin in Spain .
09/07/2021
Tavistock Investments lays out plans for wealth sale proceeds
The funds from Titan Wealth will enable the board to make acquisitions without diluting the interests of shareholders.
09/07/2021
Jersey Private Funds – Use by Family Offices
In the last 12 months we have seen increased use of JPFs by family offices created by high net-worth and ultra high net-worth families.
09/07/2021
Hightower makes sixth deal in 2021
The $1.5 billion advisory business will leverage Hightower's organic growth offerings.
09/06/2021
Sanctuary Wealth continues expansion
10th Merrill breakaway this year adds Oregon office and $230 million AUA to Sanctuary's continually expanding network
09/06/2021
Pierin Vincenz's secret salary: 13.8 million francs
This also applies to bosses' wages. Since 2009, the bank has been showing transparently how much the CEO earns.
09/06/2021
Wealth Adviser Opens Middle East Office
The company can now offer the full range of foundation and corporate forms available in the DIFC for structuring private assets in the region.