12/17/2021
Fieldpoint Private expands
Atlanta, Orlando and Miami Offices Offer Private, Commercial, Personal Banking and Wealth Management
Wealth and Asset Management
12/17/2021
Quilter’s WealthSelect reduces UK exposure as stronger headwinds gather
The move has corresponded with an increase in allocation to European equities as Clark sees similar valuation arguments as the UK for the region but without the level of uncertainty heading into the new year.
12/17/2021
UBS Weighs Continuing the Fight in France
The bank has stowed 450 million euros ($508 million) against a potential multi-billion euro penalty.
12/17/2021
Mattioli Wood eyes more acquisitions as integrations are on track
Over 10% organic revenue growth
12/17/2021
Van Lanschot Kempen sells Global Property Research BV to Solactive
GPR’s operations will be continued, by the current employees of GPR, within Solactive, a German benchmark provider offering indices for a broad range of sectors and asset classes internationally.
12/17/2021
Merchant Investment Management Expands Internationally with Partnership
Deal to propel strategic opportunities in the US, in Latin America, Europe and Asia
12/17/2021
António Horta-Osório Bumbles Through Minefield
Horta-Osório's role as a cleaner-upper is undermined by the daily media drip-feed, which often portrays him as tone-deaf to Swiss cultural mores.
12/16/2021
Swiss private bank to acquire UBS’s Swiss Financial Advisers business serving US clients
Will combine SFA and VSWA, its existing business serving North American Wealth Management clients.
12/16/2021
Credit Suisse's Top Tier Under Attack
People with knowledge of the matter gave finews.com a different narrative.
12/16/2021
Perigon Wealth Management Announces Merger
Fast-Growing, Multi-Custodial, Advisor-Owned RIA Perigon Leverages Powerful Financial Business Growth Platform to Expand West Coast Presence and Position Firm for Future M&A
12/16/2021
New research highlights wealth manager interest in private assets
The research, conducted by the Investment Association and Goji, a provider of regulated platform technology
12/16/2021
UBS in talks with China Life for China asset management
Both sources declined to be identified on grounds of the confidentiality of the talks.
12/16/2021
Tim Haywood apologises for ‘mistakes made’ at GAM
The regulator has today (16 December) published warning statements about both GAM and Haywood.
12/16/2021
Santander Private Bank trio exits to launch LatAm-focused wealth shop
‘We want to be a reference for Latin American families as a firm specialized in global wealth advice,’ said Gómez.
12/16/2021
IWP finalises 30th acquisition with Throgmorton Wealth Management purchase
'50 firms by 2025'
12/15/2021
Swiss bank appoints head of new Miami biz
In Miami, it plans to employ client advisers while booking wealthy individuals' money out of Switzerland, as it does for clients in its New York office.
12/15/2021
LGT agrees to buy CHF 16.5bn WM
Under the agreement, which is subject to Crestone shareholder approval, LGT will acquire 100% of Crestone.
12/15/2021
Exclusive interview with Patrick Odier on private banking and sustainability in 2021
This is possibly even more important for a family business than it is for other companies.
12/15/2021
Learnings from 300 years of giving back with Rennie Hoare
This culminated in the formal appointment of a head of philanthropy in 2018, an appointment bestowed upon Rennie Hoare, one of the bank’s youngest partners.
12/15/2021
Zurich AM receives Finma licence, hires PM and plans three strategies
CEO Philipp Good reveals how he built an ESG culture and explains the firm's new products.