06/20/2021
Investec and Irish Life considering joint bid for Davy
Investec has been active on the Irish capital markets scene since 2012, when it acquired NCB.
Wealth and Asset Management
06/20/2021
US WealthTech Talks: Driving Efficiencies in Wealth Management with Technology
Technology in and of itself is not necessarily the answer but the intelligent deployment of the right technologies in the right framework can make huge a difference.
06/18/2021
True Potential eyes $2bn SPAC - reports
Wealth manager also considering sale
06/18/2021
Bank Julius Baer places first ever euro bond of €500m
An application for provisional admission to trading on the SIX Swiss Exchange will be made.
06/18/2021
Quilter to make hundreds more redundant
Sources close to the company told City A.M. the redundancies have so far taken place in waves, making it difficult to know exactly how many people have been let go.
06/18/2021
Advisor Group adds four financial professionals
Advisor Group, a US network of independent wealth management firms, has recruited four independent financial professionals who oversee a collective USD259 million in total client assets to its platform.
06/18/2021
BBVA Switzerland’s digital assets solution launches next week
One of the main advantages the bank is promoting is the ability to see bitcoin holdings in its investment app alongside other conventional investments.
06/17/2021
Informa Connect to Launch the Wealth Management EDGE Experience
EDGE, a new event experience for advisors and industry leaders, will re-define the role of conferences for wealth managers and accelerate the growth of the community
06/17/2021
Schroders’ Group CEO included in Glassdoor’s Top 50 UK CEOs in 2021
The Employee Choice Awards recognise the Best Places to Work and Top CEOs, using solely employee feedback to determine the winners.
06/17/2021
Wealth and investment management group continues acquisition spree with £4m deal
Our focus on enhancing the client experience is paying dividends and I am delighted that we now have approaching £200m in our internal MPS.
06/17/2021
Bäch wealth manager partners with energy efficiency boutique
SSI Wealth Management will offer its clients a wider range of sustainable investments through Carnot Capital.
06/17/2021
Deutsche Bank rolls out four strategic income funds across Europe and Asia
The SAA funds have total assets under management over 3.5 billion euros as at June 11, 2021.
06/16/2021
Generational wealth must move with the times, says our new Head of Private Wealth
She has been strengthening their private wealth offering ever since
06/16/2021
BNP Paribas Suisse suffers CHF 360m net loss in 2020
This compares to a CHF 13.9m loss in 2019.
06/16/2021
CI Global Asset Management Announces Portfolio Management Changes
CI GAM is appointing portfolio managers with specialized expertise in those sectors and extensive experience in managing other mandates in those asset classes, as shown in the table below.
06/16/2021
Key Private Bank Expands Use of Charles River® Wealth Management Solution
Key Private Bank has also enhanced its use of the platform, adopting compliance, data services, IBOR, and performance measurement and attribution capabilities.
06/16/2021
Wealth management giant partners with professional golf association
The partnership affirms The PGA’s mission to improve the personal and professional lives of its Members, whilst supporting the shared vision of being the best and most reputable organisations in their respective industries.
06/16/2021
Standard Chartered Private Bank’s Regional ASEAN & South Asia Head on The Path to Future Growth
The bank has focused a lot of effort on client engagement
06/16/2021
Three UBS Advisors in Long Island, New York, Named to Forbes/SHOOK Best-in-State Wealth Advisors List
Paul, Matt, Brian and their team continuously provide their clients with the highest level of expert financial advice with responsive, personal service.
06/16/2021
HSBC Raised to Buy by Citi on Asia Wealth Potential
While HSBC’s shares in Hong Kong have risen 17% this year