11/03/2020
Rathbones 'deeply concerned' over ACG's refusal to liquidate Gabelli Value Plus+
Adds voice to dissenting shareholders
Wealth and Asset Management
11/03/2020
UK financial services firms merge
Deal will allow the businesses to expand their wealth management and tax planning operations
11/03/2020
Eaton Vance Wealth Unit Wraps Up Purchase of $2.3B RIA
The news comes about one month after Morgan Stanley said it was buying asset manager Eaton Vance for $7 billion.
11/03/2020
Wealth Management: Monthly Market Summary
October saw "risk-off" sentiment prevail – particularly in the concluding week of the month
11/02/2020
AMP Says Ares Offer Values Wealth Manager at $4.5 Billion
The disclosure of the offer price may now flush out other bids.
11/02/2020
Global Wealth Management Market Expected to reach highest CAGR in forecast period :BlackRock, UBS, Allianz, Vanguard Group, State Street Global Advisors,
This report on global Wealth Management market is designed to serve as a ready-to-use guide for developing accurate pandemic management programs allowing market players to successfully emerge from the crisis and retrack voluminous gains and profits.
11/02/2020
Crestone Wealth Management revenue up 12%
Crestone intends to continue to increase its investment in growth during FY21 to take advantage of the opportunities presented by ongoing market disruption in the broader wealth management industry.
11/02/2020
Labuan IBFC shortlisted for ‘International Domicile of the Year’
Captives are self-insurance vehicles which are strategic risk management tools utilised by many corporations around the world.
11/02/2020
UBS chief retires from banking in pandemic drift
Now he's not sure lenders will be able to endure another economic downturn, especially in Europe where they remain "quite vulnerable" to the low interest rate and growth environment.
11/02/2020
UBS and Private Equity Firm Team for Wealth Offering
The offering is aimed at clients with at least 100,000 Swiss francs ($110,000) to invest in unlisted instruments.
11/02/2020
Apex Awarded Fund Administration Mandate by Keel Capital
This latest client win further demonstrates the success of Apex’s single-source solution and its capabilities to support clients, including established managers such as Keel Capital who are seeking an improved service from their provider.
11/02/2020
How regulations changed our role: EFG Bank private banker
Strippoli also talked about the banking secrecy era and how Swiss banks now have to compete with banks from all over the world.
11/02/2020
Chinese billionaires boost their fortunes at record pace despite coronavirus crisis — DHT Business News
The world has never seen this much wealth created in just one year,” Hoogewerf said in a statement on Tuesday.
11/02/2020
Trying to save Christmas
As the US heads into an election with wide-ranging consequences and Europe goes back into lockdown, China is setting out its path to growth for the years ahead.
11/02/2020
Liontrust completes £75m Architas buy
The acquisition, which was announced on 1 July 2020
11/02/2020
SJP launches military network to bolster recruitment drive
It will help members of the armed forces deal with the ‘daunting’ journey into financial services
11/01/2020
GAM Turnaround Hinges on Stanching Asset Bleed
Clients decided more on an allocation, style and manager than on a specific provider.
10/30/2020
Wealth Manager Top 100 2020: The final 25 leaders
We conclude our alphabetical list with numbers 76-100 in our annual study into the UK's top fund selectors.
10/30/2020
Lombard Odier’s CEO for Asia on the Importance of Focus and Consistency
Lombard Odier today has two value propositions in the region: the high net worth family services practice, and investment services.
10/30/2020
M&A reorders asset management industry’s top echelons
Number of firms with US$1 trillion-plus AUM expected to increase