05/21/2021
Coutts Wins Award for Responsible Investing
Accolade recognises the positive impact our clients’ investments have on the environment and society
Wealth and Asset Management
05/21/2021
Five reasons to consider European high yield credit now
High yield corporate bonds should benefit from the economic recovery and can withstand further sharp rises in global yields.
05/21/2021
Schroders joins investor rebellion over FirstGroup deal
FirstGroup said on Tuesday it "followed a comprehensive and competitive process in order to seek the best possible price" for the assets.
05/21/2021
Waverton Investment Management win ‘UK Charity Team’ category at the 2021 Wealthbriefing European Awards
This category is highly contested with a small group of finalists and commended submissions chosen from a large pool of entrants before an ultimate winner is selected by the judges.
05/20/2021
Joshua Rubenstein Named Lawyer of the Year by Citywealth
Rubenstein was recognized for navigating his Private Wealth group throughout the global pandemic by providing a steady hand and offering innovative solutions as COVID-19 forced Katten's Private Wealth clients to prioritize planning.
05/20/2021
Japan’s Daiwa Plots China Expansion to Tap Wealth Management
Daiwa’s joint China venture is expected to start this month
05/20/2021
Investment Solutions Wealth Management makes third acquisition
Our plan puts the continuity of the client's financial planning journey at the forefront of everything we do.
05/20/2021
REYL Group named "Best European HNW team"
The award distinguishes REYL from its peers and rewards the constant achievements and innovation at the Group.
05/20/2021
Winners Of WealthBriefing European Awards 2021
The team at WealthBriefing looks forward to engaging with all the firms and individuals who have taken part this year, and particularly appreciates the efforts all entrants made during this challenging time for the industry.
05/20/2021
Lugano IAM kicks off wave of acquisitions and plans new business lines
'Through its high-speed connectivity with the market, we will significantly improve our response time to our clients and the range of investment services and solutions we can provide them with,' said Valeur's CEO.
05/20/2021
Wealth Manager survey: UK equity appetite has hit decade high
Our quarterly survey also finds that fears of inflation are rife among readers.
05/20/2021
Monaco in pole position for F1 property prices
Across the 22 Formula 1 race nations Monaco’s average property price is indeed the most prestigious
05/20/2021
New Zealand battles for world's wealthiest in post Covid plan
The world's wealthiest are more mobile than ever before, and the effect of lockdowns has made many re-assess where they want to live and work - and to consider moving.
05/20/2021
Greensill Clients Put Hope in New Credit Suisse Chairman
The bank has managed to liquidate about half of the funds and return some money to investors.
05/20/2021
Performance fee boom puts Liontrust on track to bust forecasts
Stronger-than-expected performance fee revenue of £13.7m leaves Liontrust on course to beat its annual targets.
05/19/2021
Swiss giant snaps up St Albans DFM for ‘UK springboard’
VZ Group has taken a majority stake in Lumin Wealth, and plans to buy all shares in the company within five years.
05/19/2021
Public trust in Swiss banks soars amid pandemic
Swiss people’s trust in their country’s banks is at its highest in 20 years, boosted by Covid credits and a commitment to sustainability, according to a new survey.
05/19/2021
BMO Global Asset Management Announces Cash Distributions for Certain BMO Exchange Traded Funds
Unitholders of record of the BMO ETFs at the close of business on May 27th, 2021 will receive cash distributions payable on June 2nd, 2021.
05/19/2021
Julius Baer Assets Rise Despite Trimming Plan
Julius Baer discloses four- and-ten-month results to investors for regulatory reasons, but reveals few specifics such as profit or revenue.
05/19/2021
UBS Starts Round of Job Cuts Across Investment Bank, Wealth
Restarts wealth management cuts, sees hundreds of Swiss cuts