11/25/2021
The path forward for Wealth Managers: explainable ESG and hyper-personalisation
This yearly conference is one of the must-attend event in the space of the Canadian Wealth Management
Wealth and Asset Management
11/25/2021
Moneyfarm launches digital wealth solution for UK advisers
The UK’s advice sector accounts for £514bn on platforms but the country is facing an advice crisis as millions of people with modest income are left behind.
11/25/2021
Let’s Dance - the risks lying ahead
A risk to examine is one that the IMF refers to as “asynchronous and divergent global economic recovery
11/25/2021
Berenberg launches AAA-rated star’s top-rated Europe strategy into UK
Berenberg’s wealth and asset management arm has launched a Europe ex-UK equity strategy managed by its top performing equity boss, Citywire can reveal.
11/24/2021
Barings shuts strategic bond fund as assets dip below £30m
The strategy, run by Brian Mangwiro, has had net outflows of over £11m in three years.
11/24/2021
Noah Holdings: Unaudited Financial Results
We offer investment products and provide value-added services to high net worth investors in China
11/24/2021
Brewin Dolphin: Full Year Results
Record discretionary fund inflows and delivering on our strategic growth ambitions
11/24/2021
R&M pledges to return £180m as bid battle launched
River & Mercantile is to return 80% of the proceeds from the sale of its fiduciary division to Schroders to shareholders.
11/24/2021
Former Quilter directors’ wealth consolidator buys Lighthouse arm
MKC Wealth, owned by two ex-Quilter directors has acquired Lighthouse Carrwood for an undisclosed sum.
11/24/2021
Next Generation of Machine Learning-Based Stock Selection Models
We evaluate the performance of the model via the out-of-sample information coefficient
11/24/2021
Weatherbys named Private Bank of the Year
The Spear’s Wealth Management Awards celebrate excellence in the private client world and have been running for more than 10 years.
11/24/2021
Lombard Odier named Private Bank of the Year 2021
This award recognises a bank with an “unmatched capability to serve clients with cross-border needs,” that has delivered outstanding service and performance over the year.
11/23/2021
UBS will find plentiful opportunities in US digital wealth management push
Digital wealth management targeted at the mass affluent market is projected to be the fastest-growing segment at an annual rate of 16.8% over the same period.
11/23/2021
Blackstone Announces $5.6 Billion Final Close of Second GP Stakes Fund
This is a strong recognition of Blackstone’s unique value proposition in the GP Stakes market and the rigorous approach our team brings to identifying and investing behind great firms.
11/23/2021
UBS Puts Some U.S. Bankers in «Penalty Box»
Specifically, U.S. brokerage chief Jason Chandler is scotching a net new asset award as well as consolidating bonus for seniority with UBS into its core payout grid.
11/23/2021
Setting up in Denmark
The country offers a clear regulatory framework, accessible regulators, and a transparent and effective legal system.
11/23/2021
UK wealth firm makes eighth M&A deal of 2021
It adds £55m AUM to the group
11/23/2021
Waverton retains five-star rating at the Financial Adviser Service Awards 2021
The awards are now in their 31st year
11/22/2021
Barometer: The investment landscape in 2022
While bonds will suffer as rates rise, equities should deliver decent single digit gains as strong corporate profits offset a decline in stocks' earnings multiples.
11/22/2021
UBS Puts Some U.S. Bankers in «Penalty Box»
Specifically, U.S. brokerage chief Jason Chandler is scotching a net new asset award as well as consolidating bonus for seniority with UBS into its core payout grid.