03/17/2021
Citi Private Bank Loses China Heavyweight
The departures occurred in the midst of a new organizational structure for Citi’s private banking arm.
Wealth and Asset Management
03/17/2021
Santander Private Banking to Acquire Indosuez Wealth Management Business in Miami
As part of the agreement, Santander Private Banking plans to purchase $4.3 billion in client assets and liabilities with related staff from Indosuez Wealth Management.
03/17/2021
“Smart Alpha” – a new way to tap into active investment strategies
A new partnership between UBP and amLeague, a specialised index provider, allows investors to combine the advantages of active investment management with those of passive index tracking.
03/17/2021
CREALOGIX reports sales growth and improved profitability in the first half of 2020/2021
The CREALOGIX Group has successfully taken its place amid the international competition in the first half of 2020/2021
03/17/2021
The power of collaborative leadership
Entrepreneurship is not for everybody.
03/17/2021
Global equities hit a speed bump by Nikko AM
The interaction between sovereign bonds and equities has been worrisome for multi-asset portfolios so far this year.
03/17/2021
SJP award winner seals advice firm acquisition
The acquisition means that Oakmere Wealth Management now employs a total of nine staff, with Walsh continuing to serve his clients and provide ongoing financial advice.
03/17/2021
Hargreaves Lansdown expects profit ahead of market forecasts
Hargreaves recorded annual pretax profit of GBP378.3 million in financial 2020.
03/17/2021
Ex-Merrill Lynch Ohio Team With $750M AUM Joins UBS
The team will report to Jon Ramey, UBS Wealth Management USA head of the Ohio independent market, and Michael Gatewood, Chicago market head, UBS Private Wealth Management.
03/17/2021
Credit Suisse Revamps Swiss Corporate Client Unit
The two units will operate under the names Swiss Multinational Groups» and «Swiss Large Corporates.
03/17/2021
SEI Drives Global Momentum in Wealth Management Market
Trusted Strategic Partnership at Heart of Unwavering Client Service, Delivery and Commitment
03/17/2021
Kate Elliot, Rathbones
From the outside looking in, sustainable investment analysis may seem like information overload. Amid all of the data, is it possible to see both the forest and the trees? Rathbone Greenbank deputy head of research Kate Elliot says yes.
03/17/2021
ThinkMarkets Named Best CFD Provider at the City of London Wealth Management Awards
COLWMA recognise, promote and celebrate quality of service from Wealth Management companies and individuals.
03/17/2021
At Credit Suisse, Funds Fall Out Of Favor
Praised as recently as three months ago, the Greensill funds have sparked blame-shifting as well as soul-searching within the asset management unit and the wider Swiss bank.
03/17/2021
What has changed in the way wealthy families structure their wealth
Even in a typical year, it isn’t easy to organise a meeting so that everyone is present. It is especially challenging to bring families together who live in different countries, as is increasingly the norm.
03/16/2021
Close Brothers: Half Year Results
The group maintained a strong capital, funding and liquidity position.
03/16/2021
WeekWatch by St. James's Place
The S&P 500 index of large US companies ended Thursday at a record high.
03/16/2021
In the news: the rise of "natural capital" – why the UN is urging countries to look beyond GDP
Natural capital accounting, which takes stock of natural assets such as forests, soils and oceans, is gaining traction.
03/16/2021
In a strong wind, even turkeys can fly
Then there is the constant fear of inflation spilling over from the financial world to the real world, especially as bond yields have more than doubled in a matter of weeks due to rising inflation prospects
03/16/2021
Partners Group reports robust 2020 financial results with performance fees recovering strongly in H2; announces upcoming rotations in its Executive Committee
Assets under management (AuM) grew by 16% to USD 109.1 billion as of 31 December 2020