03/01/2021
Chinese Wealth Manager Hywin Seeks U.S. IPO
In the 12 months ended June 30 last year, the firm recorded revenue of $199 million.
Wealth and Asset Management
03/01/2021
Jane Fraser Is Hitting Refresh at Citigroup
The new CEO takes over Monday with two major goals: simplify the bank and make regulators happy
03/01/2021
Cyprus 4.0: Wealth Management has a ‘special relationship’ with technology
For nearly all the wealth managers interviewed in this third edition of Cyprus 4.0, building trust and a solid personal relationship with clients is simply essential to strategy.
03/01/2021
Julius Baer announces end of 2019 share buy-back programme and launch of new programme
The cancellation of the shares bought back under this programme will be proposed at the Annual General Meeting of shareholders (AGM) on 14 April 2021.
03/01/2021
Standard Chartered will revamp its Hong Kong branches without shrinking its network, says local CEO
The bank aims to maintain the same number of branches, as it found there is still strong demand for in-person banking services
03/01/2021
Geneva WM hunts for co-CIO
The news comes as the company says it intends to extend its in-house offering across more asset classes in 2021.
03/01/2021
Kingswood backers eye Lombard International deal
This news comes weeks after International Adviser reported that Lombard International’s parent company Blackstone was looking to sell the business.
03/01/2021
Europe's wealth mangers increasingly focusing on Bitcoin: survey
One in three (32%) said they are providing execution only investment in Bitcoin to clients.
03/01/2021
Can You Endure the Duration?
Equity markets were shaken badly but have mostly maintained their poise despite a tough final week.
03/01/2021
Shanghai sees urgent demand for asset management professionals
Each of them has at least 10 million yuan in hand, and they need professionals to help them manage their money.
03/01/2021
Nedbank Private Wealth celebrates its 10th anniversary in Dubai
This was clear from the introduction of five and ten-year long-term residency visas in 2019, as well as the more recent ‘right to retire’ initiative, and the extension of citizenship on an invitation-only basis, provided appropriate capital cr
03/01/2021
Greece is the Golden Visa destination of choice for UK HNWs
Astons then asked what had been the most important factor when making a decision on investing and the primary motivation is clear.
02/28/2021
Cyprus banks are ‘extrovert’ – Bank of Cyprus Wealth Management Manager Emilios Tannousis
The Cyprus economy and Banks in Cyprus have been ‘extrovert’ for many years now.
02/27/2021
Private bank to close Dubai operation
All clients with relationship managers in the UAE ‘will now be looked after by the London office’
02/26/2021
Employee ownership: an alternative view for family businesses
There are though other options, which might be looked at out of necessity, if succession is difficult for any reason, or if there is a better strategic approach for the family business.
02/26/2021
Northern Trust Announces Wealth Management Leadership Changes
These leadership transitions continue to build on the extraordinary talent and expertise across our Wealth Management business.
02/26/2021
InvestCloud- emergent giant?
The combination will create a best-in-class digital advice platform for advisor networks and advisors, as well as manufacturers looking to offer their products.
02/26/2021
Millennials and financial advisors: what can wealth managers learn from growing disruptive competition
By examining the value proposition of these disruptive competitors, wealth managers can learn what it is that Millennials want and how to better serve this younger generation.
02/26/2021
Credit Suisse Frets Over Bankers Hitting Zoom Wall
The Swiss bank hopes to gradually welcome bankers back to offices soon.
02/26/2021
SJP to shed 200 jobs and scale down Asian adviser recruitment
As it targets £200bn funds under management by 2025