08/26/2021
Suntera Global announces acquisition in Luxembourg
The move supports its growth strategy and complements its office network in Jersey, Cayman, Bahamas, Isle of Man, Malta, Hong Kong and Switzerland.
Wealth and Asset Management
08/26/2021
Lombard Odier Group reports results for first six months
This robust increase was supported by strong net new money flows over the six-month period, positive investment performance and market impacts.
08/26/2021
Raiffeisen Has to Get It Right This Time
Raiffeisen Switzerland can’t wait to put its experience of Guy Lachappelle as the bank’s chairman firmly behind it.
08/26/2021
TEAM is building for success in wealth management
As a new business, material growth is achievable through opportunistic and nimble investments in suitable businesses, while the medium and longer-term growth expectations from the wider wealth and asset management market could provide sustained revenue gr
08/26/2021
Wealth management firm acquires South-West based advice firm
In 2016 Courtiers bought Oxford-based IFA JRH Asset Management.
08/26/2021
Open Finance – A Wealth Management Silver Bullet?
But other demands could have an equally profound effect on wealth management.
08/26/2021
Lombard Odier: Full Steam Ahead With ESG
Odier detailed the assets as 207 billion francs in private banking, 68 billion in investment management, and 76 billion on its technology platform.
08/26/2021
Asia and Middle East Assets Triple in Five Years
In addition to client assets, the two regions were also key beneficiaries of the group’s investments with headcount doubling in the same three-year period.
08/26/2021
Ascot Lloyd assets near £10bn
The financing increased the capital available for acquisitions to more than £100m.
08/26/2021
Sanlam to wind down adviser network
It is believed Sanlam had been looking for a buyer for the network before making the decision to wind it down.
08/25/2021
UBS, Credit Suisse in Opposing Views on Gold
The bank sold more fund shares in percentage terms than the world's largest asset manager BlackRock (29 percent)
08/25/2021
Raiffeisen in Rude Health Amid C-Suite Crisis
Raiffeisen, which took in 10 billion francs in new client deposits in the first six months
08/25/2021
Zurich independent asset manager awarded Finma licence
There are now nine firms licensed by Finma as portfolio managers and trustees, monitored by a supervisory organization under the FinIA legislation.
08/25/2021
VP Bank launches private markets platform
Private markets as an asset class have gained greatly in importance in recent years.
08/25/2021
Robo and hybrid digital models in insurance and investments
They should offer clients the digital tools and software capabilities to enjoy better engagement levels with their relationship manager.
08/25/2021
Forbes Announces Sixth Annual List Of America’s Top Wealth Advisors
“This year’s top wealth advisors are reshaping the industry and the financial advisor role and despite uncertainty, have risen to the occasion to provide best-in-class service.”
08/25/2021
Greensill: Now the former head of risk is speaking
Finverity counts on “the enormous experience” that the new manager brings with him. This in turn does not mince words about Greensill Capital.
08/25/2021
SJP ordered to pay clients’ tax bill after suitability ruling
The Financial Ombudsman Service has told St James’s Place to pay out over advice that led to two clients incurring an avoidable CGT bill on £600,000 of savings.
08/25/2021
LGT achieves very strong net asset inflows and substantial business growth
LGT is confident that it will remain on its sustainable growth path in the second half of 2021.
08/25/2021
Wealth Enhancement Group Welcomes Equity Investment from Onex
New Partnership to Reinforce WEG's Position as Platform of Choice for Successful Independent Wealth Management Businesses