12/06/2020
Credit Suisse’s Rohner Signals Bank May Mull Merger With UBS
Outgoing chairman says a combination not ‘unreasonable’
Wealth and Asset Management
12/06/2020
Meet 3 women transforming the way Citi Private Bank caters to its growing base of ultra-rich female and millennial clients
The demands of high-wealth women around the world are changing with the times. A group of female bankers at Citi Private Bank explained how they are meeting their needs.
12/06/2020
Schroders rolls out sharia-compliant fund in first quant team launch
The Islamic Global Equity fund will be managed by the Schroders Systematic Investments team, headed by Ashley Lester.
12/04/2020
Schroders joins the global Valuable 500 Initiative
The Valuable 500 Initiative, launched in 2019, aims to bring disability inclusion to the forefront of the diversity and inclusion agenda and raise awareness amongst business leaders around how disability is valued and represented within business.
12/04/2020
FCA review of advice market highlights need for sector's evolution
“It has been sometime since the regulator’s interventions through Retail Distribution Review and Financial Advice Market Review and there is palpable frustration from both the sector and the regulator that more improvements haven’t been
12/04/2020
Credit Where Credit Is Due by Brown Shipley
We’re positive on riskier credit markets with overweight allocations to euro high yield and emerging market sovereign hard currency bonds.
12/04/2020
St. James’s Place opens new office for its West London community
The new premises will provide the tools and flexibility to deliver advice in the modern age
12/04/2020
How to ensure you don’t leave your family with an avoidable IHT bill
Taking the right steps now can shield your loved ones from tax and help ensure your money goes where you want it to go after you die
12/04/2020
Hang Seng rolls out wealth management offering
The bank is targeting investors in Hong Kong with HK$8m.
12/04/2020
The Elephant In The Room: Debt (Fidelity 2021 Outlook Series)
We expect this growth to stabilise in China in 2021.
12/04/2020
2021 investment management outlook - Transforming to thrive
Half of our survey respondents indicate that their firms plan to reduce total costs by 11% to 20%. These cost-reduction targets look ambitious considering that the workplace-related cost per employee is estimated to increase by as much as 50%, straining c
12/04/2020
UBP WM Europe head: ‘The role of a PB has nothing to do with its one 20 years ago’
This is the latest video from the Tour de Suisse series, in which Citywire Switzerland speaks to private bankers from around Switzerland about their profession’s development and their clients’ tastes.
12/04/2020
RBC Wealth Management bullish on economic damage
RBC Wealth Management believes that high debt levels do not necessarily represent a systemic risk in the near term and that debt servicing costs will remain manageable even in the medium term
12/04/2020
US wealth manager acquires three Aussie firms
Brady & Associates is a private client wealth management and accounting advisory practice headquartered in Sydney.
12/04/2020
Union Bancaire Privée holds first close of UBP Private Debt Fund III
The target size is up to EUR 300 million, typically invested in debt transactions of EUR5–30 million with one- to three-year maturities.
12/04/2020
FORCE Wealth Partners with Mastermind for Investor Relations Strategy
Working with FORCE Wealth offers us the opportunity to get our message out to an elite segment of the investment community.
12/04/2020
Raymond James opens East London branch for Killik director
Simon Howland, who will lead the business, said that the current market environment can deliver ‘outsized returns’.
12/03/2020
Barings Expands Asia Pacific Operations
Office to Serve as Hub for SEA Investment Activities Lim to Head Singapore Office
12/03/2020
StanChart sets up global learning hub in Singapore to train, upskill 8,000 staff by 2022
Located at its Changi 1 campus, the bank said the lab aims to train and upskill 8,000 employees in Singapore by 2022.
12/03/2020
Only 4% made the most of lockdown falls in markets by investing more
Data from the Bank of England shows that long-term savings account interest rates have collapsed from already low rates as it looks to stimulate the economy.