04/28/2021
BTG Pactual Launches US Strategic Capital Unit
“Strat Cap” is an opportunistic investment strategy focused on asset-oriented businesses; unit has committed ~US$ 240 million to three investments in recent months
Wealth and Asset Management
04/28/2021
Bank reports € 1.6 billion profit before tax in the first quarter of 2021
Our first quarter is further evidence that Deutsche Bank is on the right path in all four core businesses, and is building sustainable profitability,” said Christian Sewing
04/28/2021
Sale of Australian Wealth business announced
The review considered a range of options and the potential impact on superannuation members and the Group’s people and shareholders.
04/28/2021
18 person advisor team at UBS named to Barron’s Top 100 Private Wealth Management Teams list
The 18 person, Charlotte-based team is led by advisors Mitchell Wickham, Greg Cash, Ron Bryson, North Moore, Trevor Hoke and Ray Evans.
04/28/2021
UBS Quietly Reactivates Covid-Paused Cuts
For UBS' 72,000 employees, it is clear that the cost-cutting goal will primarily be reached by cutting jobs.
04/28/2021
Two New Edmond de Rothschild Funds Have Obtained the SRI Label
Two new funds have obtained the SRI label
04/28/2021
HSBC eyes acquisitions to boost wealth management business
Adjusted revenue at the group's wealth division reached $2.38 billion in the first quarter, up 65% from $1.45 billion in the same period a year ago.
04/28/2021
Diary of a Fund Manager - Catalysis - Quilter Cheviot
Long-term investors will be fine, but those trading with 30 times leverage, as I used to, better be paying attention.’’
04/28/2021
A closer look at gender-lens investing
While gender-lens investing is spoken about in the industry and at a regulatory level, meaningful execution is distinctly lacking.
04/28/2021
Bank of China returns to Geneva, reports say
Bank of China was established in 1912, and is state-owned.
04/28/2021
Families using agreed purpose for wealth up 13% in two years
Four Pillars Framework Helps Agree a Shared Philosophy
04/28/2021
Hampden & Co reports revenue growth during pandemic
Chief executive notes high levels of interest from prospective clients following Adam & Co being bought out earlier this month
04/28/2021
Credit Suisse: plotting a comeback after ‘costly mistakes’ took it to the brink
New chair António Horta-Osório will look to overhaul bank’s risk management culture after the Greensill and Archegos failures
04/28/2021
IQ-EQ shortlisted again for ‘Fund Administrator of the Year’ in Private Equity Awards
This year’s awards are set to be the biggest yet, judging industry leaders across 30 different categories.
04/27/2021
Markets Have a Spring in their Step
Equity markets strengthened against a more robust outlook for the global economy in March, which was positive for our portfolios.
04/27/2021
Sweden’s Top Banker Takes Aim at Wealth Gap Between the Sexes
OECD study shows women lag far behind men in building savings
04/27/2021
What does value mean for wealth clients?
New report lifts veil on attitudes toward fees, services, and one-stop wealth management
04/27/2021
HSBC Holdings 1Q 2021 Earnings Release
The execution of our growth and transformation plans is proceeding well.
04/27/2021
Aspiri Financial Services To Join Focus Partner Connectus Wealth Advisors
The firm leverages digital tools and tailored processes to deliver customized, holistic advice and a differentiated client experience.
04/27/2021
UBS Q1 profit up 14% as Switzerland's No. 1 bank unveils Archegos charge
The default by a US-based client of our prime brokerage business resulted in an impact on net profit attributable to shareholders of USD 434m.