09/17/2021
UK wealth manager Brooks Macdonald reports 20% rise in FuM
The company also said that the net flows were positive in H2 at the group level while UKIM discretionary business remained positive for the full year.
Wealth and Asset Management
09/17/2021
Goldman arm offers latest route into private equity investing
Petershill Partners announces plans for initial public offering
09/16/2021
Jersey Finance announce line-up for Private Wealth Conference in London
Jersey Finance has announced a range of expert speakers, who will discuss the issues driving private client decision making and the challenges facing the international wealth management community, at its Annual Private Wealth Conference later this month.
09/16/2021
Going hybrid: The future of wealth management
Digitisation will improve investor experience but human connections remain at the core
09/16/2021
DBS Private Bank sees surging client demand for in-house managed investment products
In the past year alone, AUM more than doubled to SGD 10 billion.
09/16/2021
JTC Acquires US Fund Services Business
Nigel Le Quesne, CEO of JTC, said: “We are very pleased to announce the acquisition
09/16/2021
Julius Baer Group Ltd. places USD Perpetual Tier 1 Subordinated Bonds
The transaction will help to optimise Julius Baer Group’s capital structure and add flexibility.
09/16/2021
Vontobel launches EM corporate bond fund
It has a fixed term of five years and aims to get an average investment grade rating and target yield to maturity of 4.7%.
09/15/2021
NorthCoast Asset Management to Join Focus Partner Firm Connectus Wealth Advisers, Further Expanding Connectus' U.S. Footprint
Connectus is the ideal strategic partner with a strong cultural fit who would preserve the independence of our investment process and provide strategic support.
09/15/2021
DBS: Wealth Management Connect is a win-win for all parties
The launch of the Wealth Management Connect scheme is important for the region’s development to encourage capital flows and investments among the 11 cities and turn them into an economic powerhouse.
09/15/2021
David Booth’s Dimensional Flips $8 Billion of Assets Into ETFs
Dimensional in June became only the second U.S. issuer to pull off a conversion, transforming $29 billion worth of mutual funds into ETFs in an industry record.
09/15/2021
Asset Management: UBS and CS are the elephants in the room
The nervous laughter of the assembled fund professionals echoed at him from the hall.
09/15/2021
Standard Chartered eyes threefold increase in wealth management revenues from Greater Bay Area
Bank says its has applied to the Hong Kong regulators to launch wealth products, some of which will invest in new economy and new energy sectors
09/15/2021
Rahim Daya: "Switzerland is the preferred destination for global money"
Switzerland is not just a good place to manage wealth.
09/15/2021
Pictet's thematic private equity fund draws $350m
The Pictet Thematic Private Equity – Technology fund exceeded its initial target of $300m, signalling demand for private market tech investments.
09/15/2021
Shift from third-party products not “dramatic” says TD wealth head
TD is one of several banks that is focusing on its own products and ending third-party offerings
09/15/2021
Charles Stanley targets ‘post-Google/pre-planning’ clients
DIYers who want to find out more but are hesitant about paying a fee for a full financial plan
09/15/2021
The Latest Estate and Succession Planning Trends in Europe
An individual’s ability to determine to whom their assets pass upon their death will depend upon the laws of the relevant jurisdictions and in turn, may have international estate tax implications.
09/14/2021
Syz Posts Slim Profit
The Genevan wealth manager closed out the first half with a meager profit – but some of its problems persist.
09/14/2021
J.P. Morgan Wealth Management Eliminates Upfront Fee on 529 Plans
Industry-leading commitment makes education investing more accessible