01/12/2021
Smith & Williamson adds BlackRock Gold & General to MPS range
The team has therefore added the BlackRock Gold & General fund across the portfolios in the MPS range
Wealth and Asset Management
01/12/2021
Citigroup’s UAE Wealth-Management Unit Plans to Triple Assets
As part of the strategy, Citibank UAE is targeting to quadruple the number of affluent clients in the country, the company said in an emailed statement.
01/12/2021
UBS to close a sixth of its Swiss branches
The closures will affect 44 of the bank’s 239 branches in the country, mainly smaller ones, UBS confirmed on Tuesday.
01/12/2021
Geneva boutique to launch Sharia trade finance fund
The group said it was launched in response to growing demand from GCC investors.
01/12/2021
GAM opens Copenhagen branch
The head of the Copenhagen branch and client director for Northern Europe, Gianluca Cerami, will drive growth in the region.
01/12/2021
Guardian WM is reborn as Skybound WM
International financial advisory firm Guardian Wealth Management has unveiled its new name, Skybound Wealth Management, following the company's acquisition by the Skybound Capital Group.
01/12/2021
ESG moves into the mainstream for alternative assets
Investors globally are becoming increasingly convinced that ESG integrated portfolios will generate long-term sustainable alpha, if there is good quality ESG data and analytics.
01/12/2021
In the midst of uncertainty families are putting their houses in order
A family-wide understanding of their collective purpose, both of the business and of their wealth, supported by the Next Generation should be the starting point.
01/12/2021
2021 US Wealth Management Outlook: Becoming “Essential” Financial Advisers
For some advisers and firms that may mean continuing to hold virtual meetings with clients.
01/12/2021
Structured products platform to launch for European WMs with Zurich office
It will build a Swiss team and wants to offer more wealth managers and private banks access to its services.
01/12/2021
Geneva firm kicks off soccer debt fund
The news marks the firm's first proprietary fund launch and will invest in loans offered to soccer teams around the world.
01/12/2021
Diary of a Fund Manager- Imagine
Back in business for the first full week of the year, investors had plenty of news to react to.
01/11/2021
Credit Suisse's American Temptation
Several big U.S. bank CEOs are desperate for growth, especially in lucrative, steadier wealth management activities.
01/11/2021
Liontrust chief on the competitive edge of small asset managers
John Ions has built momentum with a string of acquisitions but argues size isn’t everything in the fund industry
01/11/2021
LGT Vestra's Sustainable Model Portfolio Service added to two new platforms
The SMPS is a discretionary investment service offering a range of diversified portfolios, which meet a variety of objectives across five risk profiles.
01/11/2021
UBS' Top Private Bank Strategist Advances
A top adviser to UBS private bank co-head Iqbal Khan won a major promotion as part of a shake-up of the Swiss bank's strategy and corporate development team, finews.asia can reveal.
01/11/2021
Review of the week: A Christmas like no other
Breakthroughs on Brexit and COVID-19 collided with political strife and big moves in bond yields.
01/11/2021
Silver Linings Even in Adversity
Economists who had only recently been increasing their forecast for fourth-quarter global GDP growth are now cutting back their forecasts for the first half of 2021.
01/11/2021
The benefits of wealth management: Does it pay off in the long-run?
Holistic wealth management is a key factor in helping people to reach all of their goals, short-term and long-term
01/11/2021
Reasons to be Cheerful in 2021
Pharmaceutical companies are clearly at the centre of public attention at present, with news on vaccines encouraging markets and the global population to look forward to a better 2021.