08/08/2021
UK arm of Swiss portfolio manager wins £200m mandate
Bordier UK was appointed investment adviser to RHIM and its clients’ assets last June following a competitive tender
08/08/2021
The bank still intends to proceed with an earlier plan to raise an additional €2.5 billion to plug its capital hole if it does not find a buyer, CEO Guido Bastianini told analysts during an earnings call.
08/06/2021
Primary customer base rose by 281,000 in 2Q2021 to 14.0 million.
08/06/2021
The Canadian wealth manager expects to complete its deal for Adam & Co’s investment business in three months and has its sights set on further opportunities.
08/06/2021
Zurich Takes Over Deutsche's Italian Advisor Network
08/06/2021
Rathbones manager explains why greenwashing is on the rise
Rathbones uses the United Nations’ Sustainable Development Goals as a tool to measure firms’ sustainability performance.
08/06/2021
"I think the equity bubble, if it exists, is certainly not as big as the bond bubble," he added.
08/06/2021
Charitable organizations need to be proactive in assessing and managing underwater gift annuities
08/05/2021
Agreement signals new era of partnership for the two financial institutions in Italy
08/05/2021
All of Asset Risk Consultants’ private client indices saw better-than-average gains in the three months to the end of June.
08/05/2021
Reyl buys stake in Geneva WM
The wealth manager’s co-founders, Olivier Bizon, Paul Kohler, Aksel Azrac and Jacques-Antoine Ormond, will retain the remaining 60%.
08/05/2021
Fast-Growing Wealth Management Firm's Latest Acquisition Expands its Presence in the Baltimore-Washington D.C. Region and Brings its Total Assets to More Than $39 Billion
08/05/2021
From the start of 2021, impact investment funds have grown 270 per cent topping GBP7.1bn, with one in three consumers since the start of the pandemic, ranking sustainability within their top three buying criteria.
08/05/2021
The winners are those judged to have excelled in achievement, innovation, expertise, and service.
08/05/2021
Asia-focused investor in wealth management businesses - Posts
08/05/2021
Mercer’s private markets solutions are designed to offer investors access to a wide spectrum of asset classes including private equity, private debt, infrastructure, real estate and sustainable themed opportunities.
08/05/2021
“Both wealth management and asset management, fortunately for us, have a large tailwind for the next 2-5-10 years and both will continue to grow."
08/05/2021
The stable outlook also reflects reduced litigation risk associated with Camsing incident," stated S&P in its research update.
08/05/2021
Global Private Banker and The Digital Banker Recognize Firm as ‘Best Private Bank for Ultra High Net Worth Clients’
08/05/2021
Deal adds over £100m in assets under management to the business