06/22/2021
New Insurtech Hub for Wealth Management Launches
Financial Independence Group Joins SIMON to Deliver Centralized Digital Platform for Structured Investments and Insurance Products with Powerful Education and Analytical Tools
Wealth and Asset Management
06/21/2021
Northern Trust Appointed by US$45bn Manager
As their asset servicer, our global network helps facilitate operational efficiency, speed to market and distribution for their funds.
06/21/2021
Lebanese Money in Switzerland Record-High
Lebanese clients parked more money in Switzerland than ever last year. This comes against the backdrop of French as well as Swiss investigations into potential irregularities at Lebanon's central bank.
06/21/2021
HSBC aims to be top Asia wealth manager in 5 yrs, eyes China middle class
The London-based bank has outlined ambitious plans to expand in wealth management, particularly in China.
06/21/2021
Syz Bank joins platform for EAMs and banks data exchange
This highly secure solution aims to simplify the exchange of information with independent asset managers.
06/21/2021
Vontobel expects higher profit for first half of 2021
In the business with institutional and wealth management clients, income generation during the first five months of the year was satisfactory.
06/21/2021
Vontobel launches megatrend fund to meet growing demand
Vontobel offers a new thematics equity fund to meet demand for investments in transition and disruptive technology.
06/21/2021
China’s recovery hits a soft patch
May’s growth in exports, industrial production, fixed asset investment and retail sales remain robust compared to a year ago at 27.9%, 8.8%, 15.4% and 12.4% respectively as the charts show.
06/21/2021
UBS WM picks Invesco to run real estate mandate
The new structure will invest in Invesco’s direct real estate strategies, selected co-investments or direct real estate.
06/21/2021
SEI Announces New Strategic Alignment of Advisor Business
Independent Advisor Solutions' management team will now be aligned to the key drivers of business growth for financial advisors.
06/21/2021
Lombard Odier wins five prizes for excellence in Asia
At Lombard Odier, our long history as a family business means we have a first-hand understanding of our clients and their priorities.
06/20/2021
Investec and Irish Life considering joint bid for Davy
Investec has been active on the Irish capital markets scene since 2012, when it acquired NCB.
06/20/2021
US WealthTech Talks: Driving Efficiencies in Wealth Management with Technology
Technology in and of itself is not necessarily the answer but the intelligent deployment of the right technologies in the right framework can make huge a difference.
06/18/2021
True Potential eyes $2bn SPAC - reports
Wealth manager also considering sale
06/18/2021
Bank Julius Baer places first ever euro bond of €500m
An application for provisional admission to trading on the SIX Swiss Exchange will be made.
06/18/2021
Quilter to make hundreds more redundant
Sources close to the company told City A.M. the redundancies have so far taken place in waves, making it difficult to know exactly how many people have been let go.
06/18/2021
Advisor Group adds four financial professionals
Advisor Group, a US network of independent wealth management firms, has recruited four independent financial professionals who oversee a collective USD259 million in total client assets to its platform.
06/18/2021
BBVA Switzerland’s digital assets solution launches next week
One of the main advantages the bank is promoting is the ability to see bitcoin holdings in its investment app alongside other conventional investments.
06/17/2021
Informa Connect to Launch the Wealth Management EDGE Experience
EDGE, a new event experience for advisors and industry leaders, will re-define the role of conferences for wealth managers and accelerate the growth of the community
06/17/2021
Schroders’ Group CEO included in Glassdoor’s Top 50 UK CEOs in 2021
The Employee Choice Awards recognise the Best Places to Work and Top CEOs, using solely employee feedback to determine the winners.