06/14/2021
Old Mutual Wealth investment platform rebrands to Quilter
The Quilter brand originates with the group’s discretionary investment management business, Quilter Cheviot.
Wealth and Asset Management
06/14/2021
Lugano private bank teams up with AI firm to structure portfolios
Banca Credinvest and MDOTM will structure portfolios to adapt to financial markets’ dynamics, thanks to an analysis of trends and correlations between asset classes.
06/14/2021
UBS Remains in Race for Dutch Asset Manager
The other firms which had expressed interest in buying – including Allianz, Generali, and The Royal London Group – have retreated.
06/14/2021
Johnston Carmichael Wealth teams up with City firm Square Mile
Clients will be assessed as part of an in-depth consultation process to determine their suitability.
06/13/2021
Irish Life eyes dramatic bid for Davy
Insurer remains part of the bidding process and has designs on the disgraced stockbroker’s wealth management arm
06/11/2021
Regulators press ahead with Wealth Connect
Chinese investors secure nod to open southbound investment accounts onshore
06/11/2021
Lombard Odier Partner Likes His Investments «On The Rocks»
In the world of sustainable finance «ice cubes» are those companies likely to gain the most from the transition to a carbon-neutral economy.
06/11/2021
Credit Suisse loses ground in prime broking after Archegos blow-up
Swiss bank suffered $5bn hit from collapse of Bill Hwang’s fund and pledged to rein in risk
06/11/2021
Brooks Macdonald: Drawdown battle won in first 7 years
The wealth manager launched a decumulation service for clients in drawdown in April 2019.
06/10/2021
Advisor Group Successfully Partners with Five Wealth Management Practices
Growing Practices' Decisions to Join Advisor Group and SagePoint Driven by Flexible Technology, Practice Management Support and Expert Business Coaching
06/10/2021
“Game over” after nine months: Singapore private bankers feel pressure of big pay rises
This almost immediately heaps additional pressure on newly hired RMs.
06/10/2021
The best wealth managers in Switzerland
Switzerland has an envied reputation as a world-leading wealth management and financial services hub.
06/10/2021
The best wealth managers in Liechtenstein
For international UHNW clients, Liechtenstein is a unique proposition, and the jurisdictions punches well above its weight when it comes to offering wealth management services.
06/10/2021
The best wealth managers in Luxembourg
Strengths such as these make Luxembourg an area rich in wealth management talent.
06/10/2021
Wealth and lifestyle platform partnership
Autumn prepares users to be future fit in finance, health and wellness, regardless of their life stage.
06/10/2021
Pictet’s Asia Wealth Ambition Suffers Blow as a Dozen Depart
Longtime bankers and recent hires alike have left this year
06/10/2021
Swiss Private Bankers Shuffle Lobby Duties
Rickenbacher has been vice-chairman of this trade body since last May, and is also on the board of the wider Swiss Bankers Association, which groups the alpine nation's more than 200 lenders including retail banks, wealth managers, or other specializ
06/10/2021
A 237-year pedigree and four Jersey staff helps make a trillion-pound business
Peter Body talks to Mike Rothwell, the director of a Jersey subsidiary of one of the biggest financial institutions in the world
06/10/2021
City tycoon targets Hargreaves Lansdown with new investment platform
Plans to take on the likes of AJ Bell and Hargreaves Lansdown with the new service, Sky News learns.
06/10/2021
Online trading group plans expansion into wealth management
“We have been encouraged by the growing interest in equities, not just because of the ‘meme’ stocks, also because of the drive towards tech stocks as well,”