04/15/2021
Charles Stanley says 'worst is behind us' as assets up 2% in Q4
Revenues have held up well across all divisions, supported by our focus on excellent client service, and costs have been well controlled.
Wealth and Asset Management
04/15/2021
Quilter Cheviot launches Women & Investing hub for advisers, intermediaries, and clients
The events will look at the trends seen for how women invest and how working with female clients can provide better outcomes for them and their wider families.
04/15/2021
How to thrive and drive future growth
Adrian Johnstone, Co-Founder and CCO at Practifi looks at how attitudes to technological change and adoption can drive success
04/15/2021
Lausanne boutique merges CHF 2.2bn AUM real estate funds
Realstone recently incorporated Solvalor Fund Management in a merger, it announced in December.
04/15/2021
‘Customers preferred a small place’: running an international WM from a rural town
Some even acquire second residencies here, they enjoy our fauna and flora but also our lifestyle,’ Barthélemy says.
04/15/2021
Lombard Odier Selects smartTrade to Enhance FX Capabilities for Clients
As part of a strategic approach to building its proprietary banking technology and fostering innovation, Lombard Odier constantly seeks to strengthen its services.
04/15/2021
Canaccord Genuity Group Inc., Through Its Wealth Management Business in the UK, Announces the Acquisition of the Investment Management Business of Adam & Company
Acquisition expands UK wealth management footprint into Scotland with a leading and well-established franchise and increases client assets by approximately £1.7 billion (C$2.9 billion)
04/15/2021
Citigroup profit triples on reserve release, to exit some consumer unit
Net interest revenue, the difference between interest the bank earns and what it pays on deposits and borrowings, was US10.17 billion, down 12 per cent from a year earlier.
04/15/2021
Canaccord Genuity Group enters Scottish wealth management industry
Canaccord has done several acquisitions within Britain, but Thursday’s deal is the first time the wealth manager has moved into Scotland.
04/14/2021
Mitsubishi UFJ Morgan Stanley Securities (MUMSS) Deploys InvestCloud Wealth Platform to Target Fast-Growing High-Net-Worth Individuals
InvestCloud Wealth Platform supports MUMSS to accelerate its digital transformation and goal-based management features to boost team productivity and better serve investors
04/14/2021
Credit Suisse Reaches for Bankers' Bonuses
The bank is expected to generate just over $3.7 billion in pre-tax income for the first quarter of 2021 which includes $600 million achieved through reductions to bond pool accruals and other one-off booked items.
04/14/2021
Bricknode and additiv form Wealth Management-as-a-Service partnership
Together, the partnership offers a complete and ready package, from a trusted source, to leverage the digital age.
04/14/2021
UBP launches a global fintech strategy
The allocation to these three alpha opportunities will also depend on the macroeconomic environment and the team’s strong convictions on specific stocks.
04/14/2021
Zürcher Kantonalbank wants to expand into the USA
The London team also helps Swiss companies maintain contacts with British investors and supports companies in finding capital for transactions.
04/14/2021
English investment manager acquires Scottish rival
With some 1000 clients, Cornerstone advises on £500m of Assets Under Management (AUM) and has a team of 22.
04/14/2021
A closer look at gender-lens investing
While gender-lens investing is spoken about in the industry and at a regulatory level, meaningful execution is distinctly lacking.
04/14/2021
Sionic Shortlisted for Trio of WealthBriefing Awards
Our specialists have been shortlisted for three of the sector’s most prestigious awards
04/14/2021
Wealth firm launches in Dubai under DFSA rules
Bold expansion plans include more staff and a larger portfolio of clients to offer relevant and customised solutions
04/14/2021
Annual General Meeting of Julius Baer Group Ltd.
David Nicol was elected as new independent member of the Board of Directors for a one-year term.
04/14/2021
Canaccord Prepared to Raise Offer for RF Capital, CEO Says
The current proposal values RF at C$367 million ($292 million).