11/16/2021
State Street Global Advisors Introduces I&D Focused Share Class within Cash Management Suite
As one of the world’s largest fiduciary managers who is deeply committed to ESG-focused asset stewardship
Wealth and Asset Management
11/16/2021
SG Wealth Management wins prestigious award
Each year, respected financial publisher Citywire considers a variety of facts and information gleaned from financial advice firms across the UK, before creating their ultimate list of who they deem the best advice businesses in the country.
11/16/2021
Sequoia Financial Group makes acquisition
When the deal closes, which is expected to occur by Dec. 31, the combined firm will have $10 billion in client assets.
11/16/2021
Private Banker International London Awards 2021 winners announced!
Outstanding Private Bank for Diversity and Inclusion, new for this year, showing the strength of the French market at the moment.
11/16/2021
Fieldpoint Private Earns Global Honor as Best Boutique Private Bank
Global Finance’s Annual Awards Also Names Firm as Best Private Bank – Northeast
11/16/2021
Six Swiss Exchange opens to Spacs
A Spac is a shell company founded only for the purpose of acquiring a non-listed target company, therefore taking the company public.
11/16/2021
Swiss «Spy» Banker Has Few Regrets
A Swiss banker has few regrets about racking up a criminal record for shipping data on recalcitrant Americans to U.S. tax officials.
11/16/2021
New Award Recognising Indosuez's Commitment To Diversity
This recognition takes on its full meaning in November 2021 during the Crédit Agricole group Diversity Month.
11/15/2021
Sanctuary Wealth Welcomes Famiglia Wealth to Network
First independent partner in Michigan brings $700 million in assets and is fifth team joining from Morgan Stanley in 2021
11/15/2021
Credit Suisse Betting on a Swiss Rescue
But a well-connected investment banker asked by finews.asia had a far more receptive take on the chairman's actions.
11/15/2021
Credit Suisse to Outsource Purchasing
The activities comprise IT purchasing, travel costs, facility management and office supplies.
11/15/2021
EFG - Strong NNA of CHF 6.2 bn and higher profitability
The bank also made further progress in resolving legacy matters as it prevails in the dispute with a Taiwanese insurance company.
11/15/2021
Kingswood adds £115m in Yorkshire adviser acquisition
Kingswood has added £115m in client assets via the purchase of Redcar independent financial adviser Money Matters (North East) for £3.4m.
11/15/2021
Ex-Deutsche Banker Returns as APAC Vice Chairman of Wealth
A private banking veteran returns to Deutsche Bank as its vice chairman of wealth management in Asia Pacific.
11/15/2021
Highvern Trust Professional Recognised as ‘Future Leader’
Jack beat six other candidates shortlisted to be named the 2021 ‘Trust Officer of the Year’ thanks to his valuable contribution at Highvern and charitable work in his personal time.
11/15/2021
Utmost wins raft of regulatory approvals to complete Quilter Int'l deal within weeks
The Transaction will add approx. £23bn of assets under administration and 90,000 policyholders to the Group, taking total assets under administration to approx. £61bn and total policyholders to 580,000
11/15/2021
Leonteq Raises Full-Year 2021 Profit Outlook
Leonteq thus expects to report solid growth in its net fee income and a significant increase in its net trading result for the second half of 2021 compared to the second half of 2020.
11/15/2021
Oppenheimer launches Global Fund Placement and Advisory Group
Team Led by Experienced Fund Placement Professionals to Leverage Oppenheimer's Scale, Thought Leadership and Resources to Further Deepen Service Offerings for Alternative Investment Firms
11/15/2021
XSpot Wealth launches ESG plans and prepares to expand to Middle East
You can also watch him explain the company’s new offering for institutional investors, and outline prospects for growth as the world recovers from the COVID-19 pandemic.
11/12/2021
CI Financial Reports Record Financial Results
These include firms dedicated to serving high-net-worth and ultra-high-net-worth individuals and families across the U.S. Including all recently announced transactions, our U.S. wealth business will exceed US$98 billion, up from zero at the start of 2020.