04/11/2022
Top 50: WMs on how they select socially responsible funds
These wealth managers reveal how they check whether a fund is socially responsible
Wealth and Asset Management
04/11/2022
Financial Times’ Private Wealth Management Magazine Shines Spotlight on Due Diligence in Citizenship by Investment Countries: CS Global Partners
More and more savvy investors, entrepreneurs and families are looking for legitimate ways to protect and grow their wealth and investments amid rising uncertainty throughout the world.
04/11/2022
Société Générale exits Russia and sells Rosbank stake
The transaction will close in the coming weeks, with the Rosbank stake sold to Interros Capital.
04/11/2022
Game on - how to attract tech talent to wealth management
And while Julius Baer may not be a tech company, it does have clients who expect an extraordinary niveau when it comes to their experience with the Bank, both in person and online.
04/11/2022
Smith & Williamson International completes acquisition of 7IM Jersey Branch assets
7IM will continue to provide services to its Platform clients in Jersey. Grant Hamilton, Director at 7IM Jersey, will join Smith & Williamson International’s office in St. Helier, Jersey.
04/11/2022
Ravenscroft investment manager recognised in Citywire Top 30 Under 30
Now in its twelfth year, the Top 30 Under 30 showcases the best young talent from across the UK and those who are making their mark in the investment world.
04/11/2022
RBC Global Asset Management Launches China Equity Fund
The Fund's investment team looks to invest in Chinese companies with reliable management and track records in risk management and capital allocation.
04/11/2022
Morningstar Announces Nominees for 2022 Morningstar Awards for Investing Excellence
The awards recognize portfolio managers and asset management firms who demonstrate excellent investment skill and an alignment of interests with the strategies' investors.
04/11/2022
This bank is selling its Russian subsidiary to an oligarch
With the sale, however, much greater risks will probably disappear from the balance sheet. In any case, the news of the exit from the Russian business caused the SocGen shares to jump by up to 8 percent at times.
04/11/2022
SJP: Academy is 'meaningless' unless firm becomes more relevant
Payne explained that SJP has a large body of affinity partnerships for charitable foundations and has the opportunity to present career avenues.
04/08/2022
ADDX to Offer Private Market Plays to Wealth Managers
ADDX lowers costs by automating manual processes.
04/08/2022
Credit Suisse publishes restated historical financial information reflecting new divisional reporting structure
In addition, Credit Suisse will be providing regional reporting for certain metrics.
04/08/2022
Goldman Sachs offers former partners exclusive access to ‘1869 fund’
Vehicle for ex-members of elite group has raised $1bn and invests in alternative assets
04/08/2022
Zurich private bank launches private equity investment vehicle with Partners Group
The focus module is available to Maerki Baumann's clients and is actively managed.
04/08/2022
LUKB expects flat profits for 2022 as CEO brands markets ‘volatile’
The bank recorded CHF 419m in net new money in the first quarter.
04/08/2022
UBS Sets Up Diversity Focused Investment Team
By responding to client requests for investment options that reflect personal values and are aimed at social good
04/08/2022
Mattioli Woods chief offloads £1.2mn of shares
Mattioli Woods chief exec makes his third share sell this year
04/08/2022
What this private banking chief really looks for in new hires
‘This job, at its heart, is about trust’. David Durlacher believes the pandemic has reshaped relationships but some skills persist.
04/08/2022
Sanctuary expands footprint with NYC office launch
The New York office will allow the firm to cover the whole of the US with a particular emphasis on the Tri-State area, said Dickson.
04/07/2022
Merit Financial Advisors continues acquisition spree with double deals
This transition will allow our team to centralise select operations, deliver economies of scale and provide more time for my team to personally connect with clients and prospects.