07/08/2021
Incore Bank and Sobaco Win Another Banking Customer
Partner institutions Incore and Sobaco, which specialize in outsourcing, were able to bring a Zurich private bank on board as a customer.
Wealth and Asset Management
07/08/2021
55 years of hurt: the connection between investing and football
Statisticians in football and markets often use and abuse historical data – but a timeless truth saves the day.
07/08/2021
BNY Mellon to Bolster Digital Solutions Capabilities with aquisition
Terms of the acquisition were not publicly disclosed.
07/08/2021
TISE sets new record with 500+ new listings in first half
During the first half of the year, TISE retained its position as one of the leading European venues for listing high yield bonds.
07/08/2021
Wealth Enhancement Group acquires Independent RIA
Upon closing of the transaction, Wealth Enhancement Group's total client assets are expected to exceed $37 billion.
07/08/2021
Towards the New Normal, Chapter Two: Recover
Going forward, these platforms will be further implemented to offer secure, stable and high-quality services for virtual cooperation, meetings and events
07/07/2021
Qatar sovereign wealth fund stake in Credit Suisse to rise to 6 percent
Al Arabiya reported citing a regulatory disclosure.
07/07/2021
Vontobel plans to hire up to 22 PBs in Italy
‘We are strongly focused on tailor-made wealth management activities, thanks to an extremely advanced and flexible open platform with a focus on ESG.'
07/07/2021
The swinging pendulum: navigating private wealth management's state of flux
Private wealth managers need to get a 360-degree understanding that the full client relationship has to be at the centre of their value proposition.
07/07/2021
Breathing new life into the wealth management industry
The two most common reasons why clients leave their investment manager is underperformance and a lack of communication.
07/07/2021
Digital Wealth: Life after paper
In many cases, digital wealth services are being used to paper over the cracks in processes that need to be redesigned to achieve scalable solutions and profitable growth.
07/07/2021
Fairstone acquires West Yorkshire advice firm
The deal brings an additional 800 clients into the group together with Utopia’s four advisers and six support staff.
07/07/2021
Genstar Capital to acquire majority stake in Foreside Financial Group from Lovell Minnick Partners
The Company is led by Chief Executive Officer Richard Berthy and President David Whitaker, who will remain shareholders and continue in their current management roles.
07/07/2021
Broadridge to Distribute TIFIN's Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors
Follows Broadridge's investment in TIFIN's Series B round in April
07/07/2021
Lux boutique teams up with Swiss and Belgian firms in expansion push
As part of the growth plans, the firm has also hired a former Sparinvest equity portfolio manager.
07/07/2021
How COVID-19 accelerated the convergence of health and wealth
Though advisers have long offered health and life insurance policies, such policies are rarely integrated as part of a holistic, longevity-oriented offering.
07/06/2021
Credit Suisse Chairman Begs for Time on Strategy
Credit Suisse directors plans to take several more months to form an opinion on the crisis-hit Swiss bank's strategy in the future
07/06/2021
SVB Financial Group Completes Acquisition
With the acquisition of Boston Private, SVB Private Banking & Wealth Management provides the guidance and solutions that fuel its clients to build wealth and expand opportunities for today and tomorrow.
07/06/2021
JPMorgan Chase buying spree is Jamie Dimon’s busiest in years
Bank has made almost as many acquisitions this year as in the whole of 2020
07/06/2021
Erik Penser selects Macrobond to boost wealth management offering
Macrobond’s integrated analytical tools enable customers worldwide to find, analyse and visualise relevant data.