04/01/2022
Four new European awards for Indosuez
The strategy and actions taken in the Benelux were also praised with a new award for Indosuez Europe, which had also named "Best Private Bank in Luxembourg 2022" by Global Finance earlier this year.
Wealth and Asset Management
04/01/2022
Schroders Solutions fiduciary management client secures £225 million pension scheme buy-in
A Schroders Solutions fiduciary management client has completed a £225 million buy-in, securing the benefits of more than 800 retirees and 900 deferred pension scheme members.
04/01/2022
Toscafund to open Hong Kong office as asset manager seeks Asian wealth opportunities
Toscafund was founded in 2000 by Martin Hughes, the former chairman of Tiger Management Europe
04/01/2022
Pathstone Announces the Acquisition of WaterOak's Investment Advisory and Wealth Management Business
Growing Smart(ly) in a Way That Matters
04/01/2022
Accuro Rewarded "Highly Commended" Independent Trust or Fiduciary Company at the Tenth Wealthbriefing European Awards 2022
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities
04/01/2022
UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform Offering Expanded Access to Alternative Investment Strategies and Education
The expansion of the Alternatives Exchange comes at a time when high-net-worth (HNW) investors are increasingly looking to diversify into alternative investments.
04/01/2022
Triumvirate to Manage UBS
Weber is likely also taking the bank's extroverted pride of having one of the best functioning business models in the wealth management sector with him.
04/01/2022
Global Investment Committee’s Outlook: Stagflation-lite, cautious on both equities and bonds, except positive on Pacific equities
Global economic recovery slightly below consensus, with inflation above consensus
04/01/2022
Quintet announces 2021 financial results, highlights growth in core business
Revenue growth was further supported by increased lending, which reached €4.5 billion, up 25% from €3.6 billion in 2020.
04/01/2022
SIX completes acquisition of 50% stake in REGIS-TR
SIX has become the sole shareholder of REGIS-TR. The transaction closed yesterday, 31 March, 2022, as planned. The financial terms of the acquisition are not disclosed.
04/01/2022
Saltus launches diversity committee to boost intake
Our wider growth strategy is acquiring like-minded businesses and thinking about the culture of those firms.
04/01/2022
Migrating your funds to Guernsey – an on-island view
Investment managers with a global portfolio of funds are choosing Guernsey to migrate away from other financial service locations and Guernsey firms to provide a full suite of administration services to these migrated businesses.
04/01/2022
Hightower takes stake in $2.7bn RIA
The $2.7 billion firm in Purchase, N.Y., delivers consulting and advisory services for high and ultra-high-net-worth clients, incorporating a proprietary direct indexing solution and tax-advantaged portfolio management. Altium's tax-aware solutions w
03/31/2022
Embedded Wealth: Who Owns the Client?
In order for wealth managers to achieve their goal of adapting their services more toward clients’ needs, they are going to need to collaborate with other fintechs and third parties via the use of application programming interfaces (APIs).
03/31/2022
Bain Capital to acquire nearly 25% stake in IIFL Wealth
Private equity fund Bain Capital edges out other global rivals to buy a 25% stake in IIFL Wealth. GA Atlantic and Fairfax are the selling shareholders.
03/31/2022
Wealth management firm expands #
Team members Laura Powers, lead adviser, and Kyle Dempster, associate adviser, both residents of the Little Falls area, will represent the Strategic team in this new location.
03/31/2022
BCG and the BXG Form Alliance
The alliance comes as more businesses begin to adopt the ESG reporting standards set by the Sustainability Accounting Standards Board (SASB) following its launch at COP26.
03/31/2022
RBC agrees to buy UK wealth manager
RBC Wealth Management (Jersey) Holdings Limited, a wholly owned subsidiary of RBC, has published a Rule 2.7 announcement in the UK under the City Code on Takeovers and Mergers
03/31/2022
Prospective Credit Suisse Director Defended Uighur Camps
That’s a stark contrast to the United Nations description of systemic human rights violations, including torture, forced sterilization and separating children from parents.
03/31/2022
Holloway Wealth Management joins wealth adviser
"We are excited to have Holloway join the ARS family," said Tony Anderson, CEO of ARS Wealth.