02/09/2021
The bull in the year of the ox
So while history will by no means repeat itself, it may eerily rhyme in this year of the metal ox.
Wealth and Asset Management
02/09/2021
What the Dickens? by David Miller
Markets continue to move in mysterious ways on a day to day basis
02/09/2021
Whitepaper - Private Equity Presenting Growth Opportunities for HNW Investors & Advisors
The report shares timely data which demonstrates the steady growth of the private equity market.
02/08/2021
Britain's biggest banks, including HSBC, preparing bonus pot
It will also maintain a £2,000 cap on cash handouts which has been in place since the financial crisis, they added.
02/08/2021
High-flying Bird pilots new path at Standard Life Aberdeen
Chief executive repositions underperforming Edinburgh-based asset manager to rekindle growth
02/08/2021
Talent fight erupts as Wells Fargo exits its foreign wealth business
Wells Fargo said it’s “focused on meeting our regulatory requirements, managing risk and simplifying operations across the company.”
02/08/2021
Hong Kong and Macau Watchdogs Ink GBA Agreement
The latter includes the People’s Bank of China, the China Banking and Insurance Regulatory Commission, the China Securities Regulatory Commission, and the State Administration of Foreign Exchange.
02/08/2021
Ultra wealthy comfortable with risk, prefer discretionary mandates
A survey of more than 150 UHNWIs founds that investors are now taking on higher risk assets and other less liquid assets.
02/08/2021
Why You Should Avoid the Comfort of Investing With the Herd
People are looking for the simple narratives, the very big mega-cap businesses. And they’re not really paying attention to valuation.
02/08/2021
AM Best reaffirms Lombard International Group’s Financial Strength Rating of A
They also reflect Lombard International Group's balance sheet strength, which AM Best categorizes, again, as very strong, as well as its low risk profile and right level of enterprise risk management.
02/08/2021
Green agenda is far more than just climate
It offered brilliant insight from FC4S on the trends and developments within global finance centres on the sustainability agenda - well done to Managing Director Stephen Nolan and his team.
02/08/2021
MBaer's Merchant Banking Bid Hits a Snag
A Norwegian citizen, Evjemo-Nysveen is an ex-analyst with Icelandic bank Kaupthing Bank who now runs an investment research firm in London.
02/08/2021
AssetCo doubles River & Mercantile stake in major fund and wealth strategy shift
AssetCo has ploughed £5.7m more into R&M and announced plans to develop an asset and wealth business, a month after Martin Gilber tjoined a consortium backing the company.
02/08/2021
Wealth business seen boosting earnings prospects for Singaporean banks
Singapore has benefited in recent years from its status as a stable base to set up family offices and investment structures for the world’s wealthy, providing a lucrative business for local banks including DBS Group and OCBC.
02/08/2021
Amundi Creates Outsourced Investment Services Unit
The OCIO unit targets pension funds, insurance companies, family offices, sovereigns, central banks, corporates and agencies.
02/08/2021
The Momentum Continues
Even in the US, about 9% of the population has received at least one dose.
02/08/2021
Intesa May Consider Small Deals in Wealth Management Sector
Italy’s biggest bank looks to strengthen core business areas
02/05/2021
Lombard Odier wins four prizes at the WealthBriefing Swiss Awards
This prize has been awarded to us for the sixth time in the last seven years and reflects Lombard Odier’s ongoing commitment to excellence especially by our bankers and wealth planning experts across our five offices in Switzerland.
02/05/2021
Global Market Insights - WHIreland Wealth Management
Our key concerns remain the risk and role of fixed interest in portfolios and signs of a rising bubble in some areas of the stock market.
02/05/2021
Deutsche Bank: Tightening The Credit Nozzle
The ex-Credit Suisse banker was poached in 2018 and advanced to the top less than a year later.