03/09/2021
Trends in wealth management; a look back at 2020
The digital transformation we’re seeing (and supporting) at SS&C goes beyond online portfolio access for investors.
Wealth and Asset Management
03/09/2021
Coutts' personal portfolio funds attract £55m in best ever month
The firm said January 2021 was the "highest month on record for inflows".
03/09/2021
Northern Trust Launches Operational Risk Consulting Service for Front Office Solutions Business
The new capability provides expertise to investment organizations seeking to optimize operations and identify risks across their front, middle and back offices.
03/09/2021
Keep calm and carry forward
There are a couple of extra things to note when thinking about carrying forward.
03/09/2021
‘Great, a woman!’ Natacha Guerdat on gender in Swiss asset management
The head of research at Asteria Investment Managers on ESG's female roots and addressing the gender pay gap with transparency.
03/09/2021
2020 shaping new trends for family offices, wealthy families and their advisors
What’s changed in the last year for family offices, wealthy families and their advisors as they look to manage and structure their wealth? ZEDRA’s Head of Private Office, Charlotte Murtagh explains some of the ways 2020 has shaped new trends.
03/09/2021
Capitalising on consolidation: CHF 21bn firm founds Swiss IAM platform
Cinerius Partners is based in Zug and aims to unite independent asset managers in the German-speaking region of Switzerland and improve their profitability using economies of scale.
03/09/2021
Private bank launches digital asset banking services
As a result, clients will be able to trade in major crypto currencies. The services are integrated into InCore Bank’s ‘Digital Asset Layer’ platform.
03/09/2021
VP Bank cuts dividend as net profit falls 43% and proposes board member
At CHF 1.4 billion, net new money developed positively for the fourth consecutive year.
03/09/2021
Cambridge Associates opens Hong Kong office for HNWIs
New location and expanded team to elevate client service in Asia
03/09/2021
Good Result in the First Year As An Independent Bank
As a cooperative bank, Bank Avera distributes part of the success it generates to the charitable companies in the Hinwil, Pfäffikon and Meilen districts.
03/09/2021
Reaching High-Net-Worth Investors Means Funneling the Right Resources
Engaging the HNW market will require asset managers to shift distribution models and adopt technology
03/09/2021
EFG turns to Regtech for help in offshore business
The young company, founded in Zurich in 2014, has achieved another coup.
03/09/2021
Canaccord Genuity Group Inc. Provides Shareholder Update
Client assets include Assets under administration (AUA) and assets under management (AUM) which are non-IFRS measures that are common to the wealth management business.
03/09/2021
TriVista Appoints Northern Trust for Custody and Securities Lending Mandate
Appointment Extends Relationship with Japan-based Manager
03/08/2021
Credit Suisse Asset Management winds down its supply chain finance funds and commences first payment
The first payments amounting to approximately 80% of the available cash and cash equivalents are expected on 8 March 2021 for the Luxembourg domiciled funds and later the same week for the Liechtenstein domiciled fund.
03/08/2021
Credit Suisse: Striking correlation with GAM fun
Too many smoke signals are rising around the now closed supply chain funds that CS operated together with the British financial institution Greensill Capital.
03/08/2021
Mary-Anne Daly wins Gold as CEO of the Year
Cazenove Capital is pleased to announce that Mary-Anne Daly, Chief Executive of Cazenove Capital, has been awarded Gold in the category ‘Woman of the Year - Financial Organisations - CEO/Board Member’ in Citywealth’s 2021 Powerwomen Awar
03/08/2021
Nikko AM Sets Target to Increase Women’s Share of Managerial Roles
This target, termed “30 by 2030” will accelerate women’s career advancement
03/08/2021
Conversations in Wealth Management an interview with Hawksmoor’s Sarah Soar
Tim Oddy, Senior Relationship Manager at Maitland, recently chatted to Sarah Soar, CEO of Hawksmoor Investment Management, a growing investment and fund management business.