09/21/2021
Citi, IFC and Global Bank Partner to Finance Women’s Economic Empowerment in Panama
Proceeds from Landmark $90 Million Loan to Finance Low-Income Mortgages for Women-Led Households and Women-Owned Enterprises
Wealth and Asset Management
09/21/2021
Coutts CEO: When time is money, why we spent it on becoming a certified B Corporation bank
To that end, at the heart of why we worked so hard to become a B Corp is because we want to be part of this new era of businesses.
09/21/2021
JTC aquires boutique asset manager
Following our successful fund raise earlier this year, we are delighted to announce the acquisition
09/21/2021
Spice Private Equity bounces back into profitable territory
The firm sold its stake in Leon Restaurants to EG Group earlier this year.
09/21/2021
Wealth Enhancement Group Partners with Hybrid RIA
Addition of Northern California Practice is Wealth Enhancement Group's Fourth West Coast Location
09/21/2021
Indosuez Wealth Management Selects Intercontinental Exchange
Many wealth managers use over-the-counter (OTC) derivatives as part of their portfolios, and margin optimization remains a key priority for managing and extending their investment strategies.
09/20/2021
Credit Suisse charges investors to prop up Greensill
Clients facing billions in losses are furious but Swiss bank cites need to keep collapsed company ticking over to recoup funds
09/20/2021
Top UBS Contender Bows Out
It is less than seven months until spring, which will be when Zurich-based UBS shareholders are expected to vote on replacing Axel Weber.
09/20/2021
ZEDRA opens office in Liechtenstein
The new office will enhance active wealth services to ZEDRA’s global clientele and presents growth opportunities in the country’s growing fintech sector.
09/20/2021
Learnings from >300 years of giving back with Rennie Hoare
Philanthropy Case Study: making a collective impact.
09/20/2021
Multi Family Office Joins Platform
First multi family office to its wealth management platform, as the company expands and follows growth plan.
09/20/2021
Schroders wins Large Employer of the Year
Our focus in creating an inclusive culture at Schroders has been recognised at the prestigious FTAdviser Diversity in Finance Awards, winning ‘Larger Employer of the Year’ in a highly-competitive category.
09/20/2021
Neuberger Berman Announces Partnership with iCapital Network
The Access Fund invests across a variety of private equity sponsors, industries, geographies, market caps and vintage years.
09/20/2021
Sanlam to Sell UK Wealth Businesses
This transaction is expected to complete during the first quarter of 2022.
09/20/2021
Fideuram Intesa Sanpaolo completes deal for Lux private bank
Italian group takes over company focused on Europe’s high-net-worth investor contingent and currently runs €7bn in assets.
09/19/2021
Standard Bank's pursuit of more clients sets stage for 'mortal combat' over wealthy Africans
The competition among banks and multinational firms venturing into financial services in Africa is heating up. I
09/19/2021
Evergrande begins repaying wealth product investors with property
An estimated $6bln in Evergrande wealth management products are outstanding
09/17/2021
UBS opens new philanthropic chapter in India
UBS Optimus Foundation's India expansion comes as the bank’s philanthropic activities gather pace around the globe, with new initiatives in climate, health, education, child protection and social finance.
09/17/2021
Invesco in talks to merge with State Street's asset-management business - WSJ
Invesco declined to comment, while State Street did not immediately respond to a Reuters request for comment.
09/17/2021
Nomura’s Wealth Push Pays Off With Fee Income Balancing Risks
Nomura is among Japanese brokerages under pressure to increase income from businesses