07/12/2021
Brooks Macdonald opens Cheltenham office
The office opening coincides with the relocation of the Taunton office to Exeter, where the new location will continue to be led by John Sadgrove.
Wealth and Asset Management
07/12/2021
Gaining an edge through ESG investing: Are wealth managers ready?
Wealth Managers, indeed, have to consider ESG investing as a commercial opportunity. But to capitalise on it, significant commitment from the top management is required to embed the ESG strategy within the company and support it with the appropriate techn
07/12/2021
HSBC Bahrain to unveil wealth management products
The options available range from fixed bonds, mutual funds, insurance and investments
07/12/2021
Digital banking at US Bank sped up during pandemic
This differs from most wealth managers who tend to steer clients toward what they view as best-of-breed managers outside their firms.
07/12/2021
Gresham House completes purchase of Appian Asset Management
The business is already a significant investor in forestry asset management in Ireland.
07/12/2021
Review of the week: Reaching for the heavens
Virgin Galactic pushes the frontiers of tourism yet higher with a successful passenger shuttle flight into the mesosphere. Miles below, COVID-19 continues to spread.
07/12/2021
JTC Shortlisted for Three Private Equity Awards
The Drawdown Awards celebrate excellence and innovation within private capital fund operations.
07/09/2021
Exencial Wealth Advisors Partners with First United Bank
Leading RIA receives a minority investment from one of the nation’s largest community banks, expanding and deepening its service offering for clients
07/09/2021
Spacs: From Cocks of the Walk to Feather Dusters
There has been a reality check after all the hype about special purpose acquisition companies, and in Switzerland the troops have been stood down.
07/09/2021
The growing popularity of Foundations in Africa
The most common vehicle used in estate planning is a Trust, a structure derived from the common law concept.
07/09/2021
SJP merges UK funds as it looks to create 'building block' offering
Majedie removed as fund manager
07/09/2021
Business Processes: A key success factor for modern wealth managers
Firms are more likely to succeed if they have well-defined objectives and capabilities, and are able to manage costs while investing in transformative technology.
07/09/2021
Edmond de Rothschild plans acquisition in London
François Pauly told L’Agefi that despite Brexit, the expected 'bloodbath' has not occurred.
07/09/2021
Swiss private banks: no underperformers
But there are the exceptions that hold their own very well in the market - which is reflected in the share performance.
07/08/2021
Colony Group Agrees To Acquire $2.8B AUM Investment Manager
After closing on the M&A deal, Colony will have a total of 16 offices nationwide and over 275 team members.
07/08/2021
AMP sells AMP Capital GEFI business to Macquarie
The transaction delivers on the previously announced strategy for the AMP Capital public markets business to increase the scale of GEFI through partnerships or sale.
07/08/2021
Double recognition for Crestbridge
In identifying the rising stars to make the list, judges considered a number of factors, including individual achievements over the past 12 months and career progression.
07/08/2021
Zurich independent asset manager receives Finma licence
It was founded in 2008 and employs 11 people.
07/08/2021
Lombard Odier and Oxford University in landmark research collaboration on sustainable finance and investment
The partnership also provides funding for several Oxford-led research projects, including the report State and Trends of Spatial Finance 2021 and the forthcoming report Grasping the Green Nettle: Country Comparative Advantage and the Green Premium.
07/08/2021
Startup Aims To Boost Gold Trade Transparency
This approach excludes 90 percent of those working in the sector who are engaged in artisanal and small-scale mining (ASM).