01/18/2022
António Horta-Osório's Unfinished Swiss Legacy
The two-year plan for the scandal-roiled bank falls to his successor
Wealth and Asset Management
01/18/2022
Banque Heritage launches Fund Representative and Fund Distribution Advisory services
The issuer is solely responsible for the content of this announcement.
01/18/2022
Martin Gilbert given more time to make R&M bid
Discussions between AssetCo and R&M remain ongoing, with the deadline for a bid extended to 25 January.
01/18/2022
GAM expects net loss for 2021
GAM will announce its 2021 full year results on 17 February 2022.
01/18/2022
Wealth manager lifts veil
One Swiss bank, which also has offices in Zurich and in Dubai, presents full results in March. It manages 5 billion Swiss francs ($5.5 billion) in assets.
01/18/2022
JPMorgan’s offshore shift in LatAm reaps strong growth in private banking
Having closed its onshore private wealth businesses in Brazil and Mexico, the US firm had a standout year in its Latin American private bank in 2021.
01/17/2022
Suntera Global enhances Channel Islands’ presence with acquisition
Will strengthen Suntera Global’s offering as well as extend its reach into an additional tier one jurisdiction in Guernsey.
01/17/2022
Tavistock acquires financial planner for £3.7m
The acquisition, conditional on regulatory approval, comes after a number of changes for Tavistock Investments.
01/17/2022
ADAPA Advisory Announces Wealth Management Advisory and Consulting Partnership with IAWMC
Adapa Advisory provides strategic insights and pragmatic advice to help financial institutions enhance their business performance in the post trade and securities services arena.
01/17/2022
Succession Wealth adds £1.4bn AUM with IFA purchase
“This has been a busy period of corporate activity, but our strategy remains focused jointly on continued organic growth and strategic acquisitions only where we believe they add value to both parties.”
01/16/2022
2022 predictions: wealth managers
Leading Asia fund selectors identify the opportunities in markets this year.
01/14/2022
Zoe announces partnership with wealth manager
Thanks to this partnership, clients can connect with Vincere Wealth Management advisors through Zoe.
01/14/2022
Highvern announces acquisition
The acquisition, completion of which is subject to regulatory approval, will expand Highvern’s offering across the Channel Islands and signals a strong commitment to and investment in the Guernsey marketplace.
01/14/2022
Singapore Tycoon Wee Cho Yaw’s UOB To Buy Citi’s Southeast Asia Consumer Business For $3.6 Billion
The purchase consideration is about S$4.9 billion ($3.6 billion), which includes a premium of S$915 million on top of the business’ aggregate net asset value of S$4 billion as of June last year.
01/14/2022
CS: The farewell of the silent lady
This flaw has not gone unnoticed by the investment manager.
01/14/2022
Global financial services firm seeks Asia wealth expansion
He said the focus would range from investments to credit, estate planning, succession planning, and tax planning.
01/14/2022
Partners Group reports 17% AUM growth in 2021
Partners Group foresees another solid year of fundraising in 2022
01/14/2022
Reinventing Wealth Management for Mass Affluent Customers
In this article, we’re exploring another group that’s rapidly becoming another point of focus for wealth management firms—the mass affluent class.
01/14/2022
Coutts leader reveals plan to be 'best private bank in Scotland'
Adam & Co sale to be finalised in July, with clients in process of being lured to the RBS wealth management division
01/14/2022
JPMorgan beats profit estimates as dealmaking boom softens trading decline
Loan growth, the bank's core business, was also up 6%, helped by a rebounding economy, while net interest income from lending and investments in Treasury securities was up 3%.