12/01/2021
Pendal Group Expands Relationship with Northern Trust
Asset Servicing Mandate Extends Across Australia, UK, Ireland and U.S.
Wealth and Asset Management
12/01/2021
How passion investing can add to the wealth of the rich
Collecting fine wines, treasuring fine arts, or indulging in luxury handbags may yield stupendous returns over time
11/30/2021
Baird Adds The HBGW Group to Wealth Management Office
The team manages $500 million in assets under management.
11/30/2021
UBS brings gold to the cell phone
According to UBS, the new service, which is now available as a beta version to Swiss customers, is the fruit of the new “agile” way of working at the big bank.
11/30/2021
Hywin Wealth and VP Bank to Launch Joint Report on Private Markets in Asia
It will also discuss the crucial role that wealth managers can play in helping clients navigate the sector.
11/30/2021
Scotiabank profit beats estimates on lower provisions, Canada, wealth growth
Reported net income for the fourth quarter ended October 31, 2021 was $2,559 million compared to $1,899 million in the same period last year. Diluted earnings per share were $1.97, compared to $1.42 in the same period a year ago.
11/30/2021
Rathbones shuts Aberdeen base in Scottish restructure
Rathbones is to relocate its Aberdeen-based team of wealth managers to Glasgow following the mid-2022 retirement of current regional director Meera Dennis.
11/29/2021
Geneva private bank embroiled in multibillion-dollar family feud
SP Hinduja Banque Privee, a small private bank in Geneva, is at the centre of a dispute between warring factions of the Indian multibillionaire Hinduja family.
11/29/2021
Gresham House Strategic sets out proposal for wind-down
These shareholders accounted for 46.8 per cent of issued share capital.
11/29/2021
Global law firm unveils private wealth operation
Technology and big data are transforming how financial strategies are developed and creating new opportunities for investment, but also significant risk implications.
11/26/2021
Mirae Asset selects Citi as custodian
Earlier this year, Mirae appointed former ETF Securities chief executive Kris Walesby as chief executive of its new Australian team.
11/26/2021
IWP acquires Premier Wealth Management
The acquisition increases IWP’s assets under management by approximately £260m.
11/26/2021
Wealth management space of significant interest to private equity - Barry McCaig
Although merger and acquisition deal volume and value declined in the first half of 2020 due to the coronavirus pandemic, activity levels rebounded in the second half of last year and have continued into 2021.
11/26/2021
Lioner opens regional HQ in Hong Kong
Wealth management firm Lioner International Group opened its Hong Kong office, with a focus on Greater China market.
11/26/2021
CIO views outlook: top 3 investment picks in 2022
Where will opportunity knock in 2022? Our CIOs consider what lies in store, outlining three key areas of promise for investors in the new year.
11/26/2021
James Hambro & Partners severs ties with JOHCM in equity buyout
Companies House documents show JOHCM sold its entire stake in James Hambro & Partners last year, also revealing a fall in profit, turnover and AUM.
11/26/2021
Oddo BHF wants to take over Parisian private bank
Oddo BHF wants to continue buying after the acquisitions in Switzerland and France.
11/25/2021
Schroders wins IR Society’s Best Investor Engagement Award for second consecutive year
Schroders won the ‘Best Investor Engagement Award’ for the second consecutive year at the prestigious IR Society Best Practice Awards 2021 on 23 November 2021.
11/25/2021
Global Family Office Alliance Announce Strategic Partnership
Renowned nonprofit, Global Family Office Alliance, partners with Global Holding’s Rolling Pines Golf Course to bring together world leaders and visionary businessmen
11/25/2021
HSBC unveils new Wealth Centre imbued with sustainability, innovation and digital art
As one of the region’s leading banks, HSBC is committed to environmental, social and corporate governance (ESG).