02/08/2021
Ultra wealthy comfortable with risk, prefer discretionary mandates
A survey of more than 150 UHNWIs founds that investors are now taking on higher risk assets and other less liquid assets.
Wealth and Asset Management
02/08/2021
Why You Should Avoid the Comfort of Investing With the Herd
People are looking for the simple narratives, the very big mega-cap businesses. And they’re not really paying attention to valuation.
02/08/2021
AM Best reaffirms Lombard International Group’s Financial Strength Rating of A
They also reflect Lombard International Group's balance sheet strength, which AM Best categorizes, again, as very strong, as well as its low risk profile and right level of enterprise risk management.
02/08/2021
Green agenda is far more than just climate
It offered brilliant insight from FC4S on the trends and developments within global finance centres on the sustainability agenda - well done to Managing Director Stephen Nolan and his team.
02/08/2021
MBaer's Merchant Banking Bid Hits a Snag
A Norwegian citizen, Evjemo-Nysveen is an ex-analyst with Icelandic bank Kaupthing Bank who now runs an investment research firm in London.
02/08/2021
AssetCo doubles River & Mercantile stake in major fund and wealth strategy shift
AssetCo has ploughed £5.7m more into R&M and announced plans to develop an asset and wealth business, a month after Martin Gilber tjoined a consortium backing the company.
02/08/2021
Wealth business seen boosting earnings prospects for Singaporean banks
Singapore has benefited in recent years from its status as a stable base to set up family offices and investment structures for the world’s wealthy, providing a lucrative business for local banks including DBS Group and OCBC.
02/08/2021
Amundi Creates Outsourced Investment Services Unit
The OCIO unit targets pension funds, insurance companies, family offices, sovereigns, central banks, corporates and agencies.
02/08/2021
The Momentum Continues
Even in the US, about 9% of the population has received at least one dose.
02/08/2021
Intesa May Consider Small Deals in Wealth Management Sector
Italy’s biggest bank looks to strengthen core business areas
02/05/2021
Lombard Odier wins four prizes at the WealthBriefing Swiss Awards
This prize has been awarded to us for the sixth time in the last seven years and reflects Lombard Odier’s ongoing commitment to excellence especially by our bankers and wealth planning experts across our five offices in Switzerland.
02/05/2021
Global Market Insights - WHIreland Wealth Management
Our key concerns remain the risk and role of fixed interest in portfolios and signs of a rising bubble in some areas of the stock market.
02/05/2021
Deutsche Bank: Tightening The Credit Nozzle
The ex-Credit Suisse banker was poached in 2018 and advanced to the top less than a year later.
02/05/2021
Why women need a financial adviser in their power team
Adding a financial adviser to your inner circle can have financial and non-financial benefits
02/05/2021
Schroders awarded significant infrastructure investment accolade
Best Communication’ was awarded to GPs who kept LPs updated on their portfolios and risk in the most effective and transparent manner.
02/05/2021
Schroders as founding members celebrate 75 signatories of the Change the Race Ratio
The Change the Race Ratio, of which Schroders was one of the first signatories and a founding partner, has reached 75 signatories as the campaign to increase racial and ethnic participation in British business continues to gain traction.
02/05/2021
Credit Suisse Was Alerted to Private Banker’s Misconduct Years Before Criminal Charges
Regulatory report says some executives turned a blind eye to fraud. Credit Suisse says it revealed nothing incriminating against the bank.
02/05/2021
‘Most M&A deals are failures’: AM leaders hold nothing back at summit
Highlights from the 2021 Citywire World of Asset Management CEO Summit.
02/05/2021
Barclays CEO on the future of the City: 'Forget Frankfurt and Paris'
Staley said he did not support widespread deregulation to achieve this aim, saying the UK’s robust regulation system was a major strength not a weakness.
02/05/2021
Fisher Investments' US Private Client Group Passes $100 Billion in Assets Under Management
Firm's largest business unit now serves over 65,000 high net worth Americans