04/04/2022
Switzerland's Golden Secret
The NGO Society for Threatened Peoples is calling for more transparency around the sourcing of gold.
Wealth and Asset Management
04/04/2022
Vontobel enters the Norwegian leveraged products market and expands its presence in Northern Europe
Vontobel is making its market debut in Norway by offering bull & bear certificates publicly on the Nordic Growth Market (NGM).
04/04/2022
Zurich PB records 123% AUM increase
Tier 1 capital ratio reached 35.4%, up from 24.1% in 2020. Liquidity coverage ratio reached 343.9%, from 294.2% at the end of 2020.
04/04/2022
Deutsche Bank Plans Israel Wealth Management, Trading Hires
Country head Doron Averbuch speaks in Bloomberg interview
04/04/2022
BNP Paribas concludes acquisition of controlling stake in Dynamic Credit Group
It provides a range of services including reporting and valuation services and portfolio management to investors interested in Dutch mortgages.
04/03/2022
Wealth Management User Experience: Human Touch is Back on Track
This increased focus on usability was an acceleration of a trend that has been with us for many years, but which private banks and wealth managers hadn’t really been leading.
04/01/2022
CI Financial to Acquire Former Eaton Vance Investment Counsel Division, Expanding U.S. Wealth Management Strategy
Acquisition will bolster CI’s Boston presence and boost CI’s U.S. assets to US$133 billion
04/01/2022
Four new European awards for Indosuez
The strategy and actions taken in the Benelux were also praised with a new award for Indosuez Europe, which had also named "Best Private Bank in Luxembourg 2022" by Global Finance earlier this year.
04/01/2022
Schroders Solutions fiduciary management client secures £225 million pension scheme buy-in
A Schroders Solutions fiduciary management client has completed a £225 million buy-in, securing the benefits of more than 800 retirees and 900 deferred pension scheme members.
04/01/2022
Toscafund to open Hong Kong office as asset manager seeks Asian wealth opportunities
Toscafund was founded in 2000 by Martin Hughes, the former chairman of Tiger Management Europe
04/01/2022
Pathstone Announces the Acquisition of WaterOak's Investment Advisory and Wealth Management Business
Growing Smart(ly) in a Way That Matters
04/01/2022
Accuro Rewarded "Highly Commended" Independent Trust or Fiduciary Company at the Tenth Wealthbriefing European Awards 2022
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities
04/01/2022
UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform Offering Expanded Access to Alternative Investment Strategies and Education
The expansion of the Alternatives Exchange comes at a time when high-net-worth (HNW) investors are increasingly looking to diversify into alternative investments.
04/01/2022
Triumvirate to Manage UBS
Weber is likely also taking the bank's extroverted pride of having one of the best functioning business models in the wealth management sector with him.
04/01/2022
Global Investment Committee’s Outlook: Stagflation-lite, cautious on both equities and bonds, except positive on Pacific equities
Global economic recovery slightly below consensus, with inflation above consensus
04/01/2022
Quintet announces 2021 financial results, highlights growth in core business
Revenue growth was further supported by increased lending, which reached €4.5 billion, up 25% from €3.6 billion in 2020.
04/01/2022
SIX completes acquisition of 50% stake in REGIS-TR
SIX has become the sole shareholder of REGIS-TR. The transaction closed yesterday, 31 March, 2022, as planned. The financial terms of the acquisition are not disclosed.
04/01/2022
Saltus launches diversity committee to boost intake
Our wider growth strategy is acquiring like-minded businesses and thinking about the culture of those firms.
04/01/2022
Migrating your funds to Guernsey – an on-island view
Investment managers with a global portfolio of funds are choosing Guernsey to migrate away from other financial service locations and Guernsey firms to provide a full suite of administration services to these migrated businesses.
04/01/2022
Hightower takes stake in $2.7bn RIA
The $2.7 billion firm in Purchase, N.Y., delivers consulting and advisory services for high and ultra-high-net-worth clients, incorporating a proprietary direct indexing solution and tax-advantaged portfolio management. Altium's tax-aware solutions w