04/07/2021
Morgan Stanley Dodged Potential $10 Billion Loss
Hedge funds were the main buyers from the sale.
Wealth and Asset Management
04/07/2021
More Investment Bank Scrutiny Under New Credit Suisse Chairman
This follows a 4.4 billion Swiss franc ($4.7 billion) loss linked to the collapse of Bill Hwang’s family office Archegos and potential losses tied to Lex Greensill’s supply chain finance firm.
04/07/2021
Van Lanschot Kempen and Mercier Vanderlinden join forces in the Belgian wealth management market
Mercier Vanderlinden and Van Lanschot Kempen in Belgium will continue to operate independently, each under their own brand, and will collaborate in a number of areas.
04/07/2021
Carey awarded UK Corporate Services Team of the Year
Its awards programme aims to identify and reward excellence in the hope to inspire others to further improve their own performance.
04/07/2021
Schroders launches £4bn UK Investment Solutions business
In response to demands from financial advisers and these trends, Schroder Investment Solutions will deliver competitively priced funds and model portfolios which meet a wide range of clients’ investment needs and risk profiles.
04/07/2021
You need to be Elon cool and Buffett savvy to grow your wealth: deVere CEO
“Moving forward, they are likely to be as influential as major hedge funds in moving markets.”
04/07/2021
Convertible trendwatch: the recovery candidates
This paper forms part of a series exploring thematic shifts in convertible bonds driven by the pandemic, the recovery and longer-term structural trends.
04/07/2021
WeekWatch by St. James’s Place
Two thirds of investors want greater transparency in where their pension is invested and the environmental impact it is having, according to new research from Aviva.
04/06/2021
Gulf states should not ignore value of talented, wealth-creating expats - PwC
PwC says increasing taxes could weigh on businesses and impede efforts to attract foreign investment
04/06/2021
Unified managed accounts can propel wealth manager success
One challenge is addressing client investments that are more complex.
04/06/2021
Labuan IBFC: The Fastest Growing Captive Insurance Centre in Asia and MENA
The report also indicated that although global captive numbers fell slightly in 2020, there was a surge in captive cell formations, which provides an efficient and convenient alternative to single parent captive structures.
04/06/2021
How ESG is shaping the future of funds, corporations and family businesses?
In general terms, family businesses have also looked to embrace ESG factors as part of more sustainable business models, and the result is more frank and open discussion about complex ESG themes, both by younger and older members of the family.
04/06/2021
Abu Dhabi investment firm buys UAE wealth manager
Company ‘aims to be the one stop shop for its clients’
04/06/2021
Objectway As You've Never Seen It: A Tale Of A Rebranding
We pursue a different, fresher and original style; starting from the website to the product offering, the whole Objectway’s imagine experiences a radical metamorphosis.
04/06/2021
FNZ Launches New US Wealth Management Venture
FNZ and State Street are collaborating on FNZ Trust Company, a new wealth manager servicing venture, with a majority stake acquired by FNZ in State Street’s Wealth Manager Services business and a minority interest retained by State Street.
04/06/2021
Independent trust company launches in Jersey
As a fully independent company we are able to do things differently, providing our clients with a bespoke, director led and efficient offering.
04/06/2021
Wealth management needs more female advisers
More and more of the industry's clients are women, and the share of global wealth controlled by women is increasing.
04/05/2021
Global Investment Committee Outlook: Continue risk-positive by John Vail, Nikko AM
Investment Insights by our experts and thought leaders
04/05/2021
How a diversified portfolio can help sustain and grow wealth
Investing in multiple assets will improve returns and limit losses during economic upheaval
04/05/2021
Wellington Management plans Asia expansion targeting growing wealth in China and wider region
Privately held investment manager plans to increase headcount by 20 per cent in the region this year