03/19/2021
Bergos: How a Swiss private bank wants to be “cool”
Berenberg, Gossler & Co. KG, or Berenberg Bank for short, which was founded in 1590 and is the oldest commercial bank in the world.
03/19/2021
CS-Greensill: Is Private Banking Next?
Varvel had in mind to increase the internal sales of the CS fund in private banking and to draw at least CHF 1 billion in new money into alternative investments from this cooperation - per year.
03/19/2021
London-based Craven Street Wealth has acquired Kreston Reeves Financial Planning Ltd and Christchurch Investment Management Ltd.
03/19/2021
The SPW Global High Income and Emerging Market Debt fund will be jointly managed by Barings, BlueBay EMD, BlueBay HY and T Rowe Price.
03/19/2021
Firm’s Transparency 2021: Addressing Gaps in Equity Compensation report highlights how private companies can use equity compensation to create equity parity and opportunity among their workforce
03/19/2021
The agreement marks the first time a Chinese bank has opened up its wealth-management subsidiary to a foreign strategic investor
03/19/2021
The initiatives are part of DBS Private Bank’s three-pronged sustainability approach that drives ESG investing, advocate responsible business practices and create social impact.
03/18/2021
In the UK, Julius Baer International has signed up to the Diversity Project and the Women in Finance Charter, demonstrating the firm’s commitment to improving all aspects of diversity within the investment management industry.
03/18/2021
The programme looks to recognise and celebrate talented individuals
03/18/2021
Over the next 11 weeks, teams of Morgan Stanley employees in New York and London will work virtually with leadership teams at 12 nonprofit organizations to provide strategic recommendations to address their mission-critical challenges.
03/18/2021
WealthSource Acquires RIA
Deal adds three financial advisor coaches and six marketing professionals, substantially augmenting the WealthSource value proposition nationally
03/18/2021
Credit Suisse CEO Gottstein earns less than predecessor Thiam
The recent collapse of around $10 billion of funds related to British supply chain financier Greensill has put fresh pressure on him.
03/18/2021
Credit Suisse stuck to its guidance on capital and said plans to buy back at least 1 billion Swiss francs ($1.1 billion) worth of stock this year were still on.
03/18/2021
Elections and other disruptive political events, along with sudden legislative changes, are just some of the risks associated with holding all of your assets in a single jurisdiction.
03/18/2021
James Heathcote, Director at KHT UK said: “With a raft of recent tax changes, as well as further legislative changes undoubtedly on the horizon, the demand from clients for UK TCSP services has become increasingly apparent.”
03/18/2021
Business will be divided into sales, macro and digital groups
03/17/2021
Why Canaccord's takeover bid for RF Capital is a 'great cultural fit'
News of the bid, which was made earlier this month, emerged yesterday, raising the prospect of two of the largest independents joining forces.
03/17/2021
Citi Private Bank Loses China Heavyweight
The departures occurred in the midst of a new organizational structure for Citi’s private banking arm.
03/17/2021
Santander Private Banking to Acquire Indosuez Wealth Management Business in Miami
As part of the agreement, Santander Private Banking plans to purchase $4.3 billion in client assets and liabilities with related staff from Indosuez Wealth Management.
03/17/2021
“Smart Alpha” – a new way to tap into active investment strategies
A new partnership between UBP and amLeague, a specialised index provider, allows investors to combine the advantages of active investment management with those of passive index tracking.