Managers of Wealth

Rockefeller Capital Management Adds Three Teams With Combined AUM Of $1.7B

Other team members include Rachel Baum, private wealth advisor, as well as client associates Janet Kolmetzky and Eileen Cambero.

Credit Suisse names Disruptive Technology Recognition winners

The program gives a chance for participants to collaborate to promote innovation at the bank and partner firms.

Guernsey: Agility in a time of crisis

The pandemic has also catalysed interest in the much-vaunted green sector as lockdowns have reemphasised the value of the natural world.

IRIS Software Group accelerates cloud-based practice management with acquisition of Senta

Senta joining the IRIS family allows us to revolutionise the cloud practice management market, delivering the functionality they require today, regardless of location.

UK financial planning firm completes first M&A deal of 2021

Acquisition adds more than £60m funds under management to the group

How can UK alternative fund managers access European investors post-Brexit?

With the EU passport no longer available, Senior Consultant - Fund Services, Melville Rodrigues considers the solutions for UK real estate managers to continue to access European investors.

Van Lanschot Kempen completes acquisition

We expect to complete the integration of Hof Hoorneman Bankiers' clients, employees and funds by the end of 2021.

Rockefeller Capital Management Announces Partnership with PGA Tour Golfer

Mitchell to debut the Rockefeller Capital Management brand at Sony Open in Hawaii this weekend

North American Wealth Managers Have Not Fully Embraced AI

In addition, 85% of surveyed executives believe AI is more hype than reality.

John Duffield’s boutique hits £1bn on double funds win

Brompton Asset Management hit the milestone after winning a mandate to run two funds for an advisory firm, which fuelled a 39% jump in profit for the business.

‘Worry about 2023’: ZKB CIO Schenk shares three trends for the future

‘I would say worry about 2023. Because while the pandemic might be over in 2022, we will see the economic consequences of it in 2023 and afterwards,' he said.

Ant Woes for Credit Suisse?

They have no voting rights, and it isn't clear from Ant's IPO prospectus who paid what in the exclusive fundraising.

The Art Market Survived and Thrived in 2020

The pandemic helped pivot the industry in a healthier direction.

Top 2021 Wealth Management Trends. What's Actually Changing?

While hoping that 2021 will bring us back to normal, it is time to re-examine the trends that are inexorably affecting the core of the industry.

JPMorgan, Nation’s Largest Bank, Posts Record $12.1 Billion Profit–Shattering Expectations Despite Pandemic Highs

The financials industry was one of the hardest-hit sectors during the pandemic

The impact of Covid-19 on private banks: an interview with Patrick Odier

Proximity, trust, the right values and investment strategies are needed.

Hill Investment Group to Join Focus as a Partner Firm, Further Strengthening Focus' Presence in the Midwest

Hill is respected as one of the outstanding boutique, evidence-based firms in the country.

Mattioli Woods acquires BDO business

The EPUT business’s experienced team of three employees will join Mattioli Woods and operate from the Group’s existing office in Belfast.

How firms should handle Spacs as they eye wealth management

Though they have been around in some form since the 1990s, Spacs have grown in popularity in recent years.

REYL & Cie Fund Representation Solutions expands its activities for foreign investment funds

With this authorisation, REYL & Cie is now one of just a few actors in the market able to offer, under one roof, combined representation and paying agent services for all foreign funds that target institutional, professional and private investors in S

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Wealth and Asset Management