07/26/2021
Ogier the only offshore firm to be ranked top tier across the board in new Chambers HNW Guide
Alongside the service-line rankings, 11 members of the team have achieved individual rankings.
Wealth and Asset Management
07/26/2021
Big U.S. Banks Are Going All Out on Loans to the Wealthy
In fact, JPMorgan and Citi are now lending more to high net worth clients than to their millions of credit card customers, whereas just ten years ago
07/26/2021
Rothschild & Co launches Wealth Management business in Madrid, Spain
The launch of this new business area will increase the company's presence and broaden its offering to both existing and prospective clients in Spain
07/26/2021
Mediobanca reaches for low-hanging wealth fruit
The business serves customers with some 17 billion euros of assets and makes about 25 million euros a year in net profit.
07/25/2021
Withers global art team recognized by Chambers 2021 HNW guide
The guide identifies and ranks law firms and lawyers around the world, with the HNW Guide specifically focusing on those representing wealthy individuals and families.
07/23/2021
JPMorgan to hire more than 500 wealth management advisers
That plan would more than double the 450 brokers now working for J.P. Morgan Advisors, the bank’s boutique wealth management firm.
07/23/2021
Singapore’s wealth fund posts highest rate of return in 6 years
GIC reported an annualised 20-year real rate of return, its main performance metric, of 4.3 per cent for the year until the end of March, the highest since 2015, when it posted returns of 4.9 per cent.
07/23/2021
Brewin Dolphin: Quarterly Trading Update
Q3 discretionary net flows of £0.7bn, an annualised growth of 6.1%; implementation of our custody and settlement system remains on track
07/23/2021
What's Next for Diversity and Inclusion in Wealth Management?
Though more than half of the U.S. population is female and women control one-third of household assets (more than $10 trillion), only about 1 in 5 financial advisors are women, according to Cerulli data.
07/23/2021
Can Spacs conquer the world of wealth management?
Blank cheque vehicles can offer access to public markets at a crucial time for firms in the sector, but there are drawbacks aplenty
07/23/2021
Wealth and Asset Managers Will Go Head to Head as Their Opportunities Converge
On the other hand, for asset managers, the opportunity lies in delivering differentiated, in-demand products to retail investors.
07/23/2021
Credit Suisse Super League: Football for all in the new season
In addition to exclusive offers for clients, families and Credit Suisse employees, fans who have no connection to the bank will be able to take advantage of a wide range of attractive offers surrounding the League and the top clubs.
07/23/2021
Independent Asset Managers: Consolidation Warming Up
He is involved in some of the negotiations and is therefore bound by confidentiality.
07/23/2021
Mind the 300-year gap
It takes closer to 750 years for employees in consumer discretionary companies to achieve parity with their CEOs
07/23/2021
CIO views: the power of selection
Pessimists will focus on rising Delta cases and the threat of further mutations of the virus, the risk of inflation, taper-timing and the downside risk driven by high valuations.
07/22/2021
UBS Plans to Up Pay for Junior Bankers and Directors
Associates will earn $175,000 to $225,000 and directors will make around $275,000.
07/22/2021
Robeco selected by St. James’s Place Wealth Management as sustainability engagement partner
Through the partnership, Robeco will also help broaden the wealth manager’s client reporting capabilities, such as sharing information on its engagement activities through case studies that demonstrate the difference it is making through collective
07/22/2021
IQ-EQ to acquire Davy Global Fund Management
The strategic combination of IQ-EQ and DGFM creates an established full service funds business in Ireland with a proven track record and prominent market position.
07/22/2021
AJ Bell hits £70bn assets mark for first time
The advised platform achieved net inflows of £1.1bn in the quarter, up 57% on the prior year figure of £700m.
07/22/2021
Leonteq Posts Record High First-Half Profits
In the first half of 2020 Leonteq was hit hard by the coronavirus pandemic, resulting in its meager profit.