10/04/2022
Oak Hill Capital buys Stone Point’s stake in wealth manager Kestra
Following the announcement of the new deal, Kestra has started the process recapitalisation of its alliance with its parents, Oak Hill Capital and Warburg Pincus.
Wealth and Asset Management
10/04/2022
Credit Suisse's Malaise Runs Deep
Credit Suisse's share price touched new lows at the start of the week on widespread concerns about the bank's viability, prompting credit spreads to widen and its bond prices to fall sharply.
10/04/2022
The cost-of-living crisis scams targeting the most vulnerable
Given the cost-of-living crisis has taken an even firmer hold in the months since this data was gathered, it is likely these numbers have risen further still as new targeted scams appear.
10/04/2022
Tidjane Thiam Juggling Millions
Spacs or blanque cheque companies list on stock exchanges and use their funds to identify private companies which they can acquire and take public.
10/04/2022
A Furrowed Brow and an Eagle Eye
The recent mess in the UK is probably the most significant manifestation of unpredicted trouble so far.
10/04/2022
NAS Invest, Bergos and Sollors & Co. combine know-how in the NBS Alliance
NBS Alliance brings together three independent partners whose respective expertise provides a unique and fully complementary solution for qualified investors.
10/04/2022
Strategic asset allocation is key
This is because strategic asset allocation – the broad mix of fixed income, equities and alternative assets – remains the guidepost for multi-generational investing.
10/04/2022
Kreston Reeves Financial Planning rebrands to Craven Street Wealth
Kreston Reeves Financial Planning was bought by corporate finance company Craven Street Wealth in March 2021.
10/04/2022
Ardian and iCapital Partner to Broaden Private Markets Investment Access for Wealth Managers Globally
Ardian’s network of wealth managers serving high-net-worth clients will gain streamlined access to Ardian's offerings via customized technology and solutions powered by iCapital.
10/03/2022
Black History Month and the value of Black wealth
The challenges Black and ethnic minority individuals face in today’s society, are different to the historical challenges in which they are rooted.
10/03/2022
The importance of wealth guidance in Black Communities
Wealth is a complicated, multi-faceted concept which can be as elusive as the pot of gold at the end of the rainbow.
10/03/2022
Credit Suisse reassures investors over bank’s financial strength
Executives contacted clients after credit default swaps suggested growing worries over group’s health
10/03/2022
Bancassurance offers directly in e-banking: Zurich and UBS are strengthening their cooperation
SMEs in Switzerland can now obtain insurance solutions from Zurich directly and easily in e-banking from UBS. With this offer, UBS and Zurich are further expanding their cooperation in the area of ​​bancassurance.
10/03/2022
Morgan Stanley Wealth Management Announces Updates to Robo-Advisor Offering
The updates are part of the E*TRADE integration as Morgan Stanley seeks to leverage the strengths of each product offered in its suite.
09/30/2022
Standard Chartered Singapore launches first-of-its-kind affluent deposit account
Exclusive to its Priority Banking2 segment, clients can earn up to 3.50% p.a. interest on the first SGD500,0000 of deposit balance with no lock-in period and no spend criteria.
09/30/2022
Capital Raise Looks More Likely at Credit Suisse
The 4 billion Swiss franc capital raise could be the result of a strategic overhaul that plans high restructuring charges and exit costs of non-core positions.
09/30/2022
Suntera Global Director Shortlisted for IOD Jersey Awards
The Jersey Director of the Year Awards are designed to recognise directors who are helping to lead their teams through the current difficult economic climate, and to also celebrate equality, diversity and inclusion, sustainability, and young directors.
09/30/2022
Arbuthnot enters MPS battleground
The private bank is offering its MPS to UK advisers on the Quilter, Fidelity, Aviva and Transact platforms.
09/30/2022
Sustainable agricultural business wins FBN Next Generation Lombard Odier Award 2022
The prize was won by Fardan Fahad Alfardan for “Safwa”, his sustainable agricultural business which uses technology to grow produce whilst limiting the impact on the Earth.
09/30/2022
BoE Money & Credit data: Mortgage lending soars despite market chaos
One thing’s for sure, the end of 2022 will be very different to the start of the year with first-time buyers potentially frozen out