Managers of Wealth

Qatar sovereign wealth fund stake in Credit Suisse to rise to 6 percent

Al Arabiya reported citing a regulatory disclosure.

Vontobel plans to hire up to 22 PBs in Italy

‘We are strongly focused on tailor-made wealth management activities, thanks to an extremely advanced and flexible open platform with a focus on ESG.'

The swinging pendulum: navigating private wealth management's state of flux

Private wealth managers need to get a 360-degree understanding that the full client relationship has to be at the centre of their value proposition.

Breathing new life into the wealth management industry

The two most common reasons why clients leave their investment manager is underperformance and a lack of communication.

Digital Wealth: Life after paper

In many cases, digital wealth services are being used to paper over the cracks in processes that need to be redesigned to achieve scalable solutions and profitable growth.

Fairstone acquires West Yorkshire advice firm

The deal brings an additional 800 clients into the group together with Utopia’s four advisers and six support staff.

Genstar Capital to acquire majority stake in Foreside Financial Group from Lovell Minnick Partners

The Company is led by Chief Executive Officer Richard Berthy and President David Whitaker, who will remain shareholders and continue in their current management roles.

Broadridge to Distribute TIFIN's Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors

Follows Broadridge's investment in TIFIN's Series B round in April

Lux boutique teams up with Swiss and Belgian firms in expansion push

As part of the growth plans, the firm has also hired a former Sparinvest equity portfolio manager.

How COVID-19 accelerated the convergence of health and wealth

Though advisers have long offered health and life insurance policies, such policies are rarely integrated as part of a holistic, longevity-oriented offering.

Credit Suisse Chairman Begs for Time on Strategy

Credit Suisse directors plans to take several more months to form an opinion on the crisis-hit Swiss bank's strategy in the future

SVB Financial Group Completes Acquisition

With the acquisition of Boston Private, SVB Private Banking & Wealth Management provides the guidance and solutions that fuel its clients to build wealth and expand opportunities for today and tomorrow.

JPMorgan Chase buying spree is Jamie Dimon’s busiest in years

Bank has made almost as many acquisitions this year as in the whole of 2020

Erik Penser selects Macrobond to boost wealth management offering

Macrobond’s integrated analytical tools enable customers worldwide to find, analyse and visualise relevant data.

EIP: Global plans at Paradeplatz

As the specialized Zurich fund house announced on Tuesday, the fundraising for the European energy infrastructure fund has been completed - with more than 1 billion euros.

Acquisitive wealth managers see revenue rise despite economic uncertainties

Looking ahead the board remains positive about the Group’s prospects with the chief executive highlighting that they’ve seen “positive momentum continue to build, with greater client activity”.

Global Investment Research House Launches Fund Manager Search Engine

The Vadevalor fund manager search engine and ratings system is easy to use and to understand, and has been as warmly received by UK managers and professional investors as it was when we launched the platform in Spain.

Credit Suisse Teams Up With JPMorgan for Sustainable Food Fund

The banks want to invest in public companies working at the intersection of nutrition and climate change

Float like a butterfly, sting like a bee

The comforting signals include the massive supply response in production in the first half

Fairway Group’s Marketing team recognised for third year in a row

The Citywealth BMR Awards highlight the best brands in the private wealth industry

1
2
3
…
515
516
517
518
519
520
521
522
523
524
525
…
1534
1535
1536

Wealth and Asset Management