02/17/2021
Opus Una: Collaboration in wealth management technology - why it is important and how to make it work
Sharmil talks to us about why collaboration has to happen
Wealth and Asset Management
02/16/2021
Vincent Magnenat: «Consolidation Has Been Postponed»
The values that we share bring a lot of confidence and trust to our clients.
02/16/2021
Draghi’s historic opportunity to invest in Italy’s economic future
Italy was the European Union’s worst affected state in the first stages of the Covid-19 crisis
02/16/2021
Arnault and Mustier join the $100bn Spac boom
SPACs have emerged as a popular IPO alternative for companies, especially in the United States, providing a path to going public with less regulatory scrutiny and more certainty over the valuation that will be attained and funds raised.
02/16/2021
Davids and Goliaths by Kevin Gardiner and Victor Balfour, Rothschild & Co
The wider stock market is hardly immune from bandwagons, bubbles – and busts.
02/16/2021
Risk and ESG-aligned portfolios
This is the rationale behind placing ESG at the centre of today’s risk management approach for tomorrow.
02/16/2021
UK Charity Commission Chair Baroness Stowell warns charities not to generate controversy and division
The speech builds on statements made by Baroness Stowell in November last year, saying that charities should not pick sides on issues that cause divisions in society such as Brexit
02/16/2021
New York widens lead over London as finance hub: Duff & Phelps
Britain is under pressure to bolster the competitiveness of its financial services after 7,500 staff and over a trillion euros in assets left for the EU post Brexit.
02/15/2021
QNB wins 7 'prestigious' awards in Euromoney Private Banking & Wealth Management Survey
These awards also reflect the Group's innovation and outstanding performance in the private banking sector, with a focus on developing innovative financial solutions along with mobile and internet banking channels.
02/15/2021
Antsy for Deals, Julius Baer CEO Eyes Wealth Niche
The move would mark an end to a messy four-year clean-up – and it also allows CEO Philipp Rickenbacher to focus on how to grow.
02/15/2021
'Trust-based philanthropy' and the foundation board
Funders attracted to these concepts may nevertheless be unclear about the legal implications of adopting this approach.
02/15/2021
JTC Acquire INDOS Financial
All employees, including INDOS founder and CEO Bill Prew and his senior management team, will join JTC, becoming part of the Institutional Client Services (ICS) Division.
02/15/2021
Equities Beat Expectations
Equities continue to grind higher with seeming few significant near-term challenges.
02/15/2021
Charles Stanley signs up for the new ESG Manager application
Charles Stanley’s investment managers will benefit from detailed visualisations, helping them to understand exposures, check preference conflicts and assess the impact of ESG-driven changes on risk, yield and return.
02/15/2021
Kleinwort Hambros Supports Rising Talent in UK Contemporary Art With Launch of Latest Emerging Artist Prize
Three artists to be rewarded by a prestigious judging panel comprising Fiona Bradley, Aurélie Deplus, Andrew Nairne, Sarah Brown and Melanie Keen
02/14/2021
The Big Interview: Graeme Hartop, CEO, Hampden & Co
Graeme Hartop is the chief executive of Hampden & Co, which opened for business in 2015, saying it was the first UK private bank to launch in more than a quarter of a century.
02/12/2021
Ranked: World’s Most Influential Countries, 2021
The US also provides the greatest amount of international aid with billions of dollars to the UN every year.
02/12/2021
HSBC to Target Wealth Management in Latest Strategic Shift
While HSBC is the biggest international bank in China and the largest lender in Europe, it’s a relative minnow in the business of managing assets for the world’s wealthiest investors.
02/12/2021
Women open more ISAs than men – but are they taking full advantage of them?
Making better use of ISAs could help women move towards gender wealth equality
02/12/2021
Key Family Wealth Named "Best Multi-family Office $10B - $20B" at the 2021 Private Asset Management Awards
This distinct award recognizes Key Family Wealth's ability to address the strategic and tactical dimensions of multi-generational wealth