07/08/2021
Colony Group Agrees To Acquire $2.8B AUM Investment Manager
After closing on the M&A deal, Colony will have a total of 16 offices nationwide and over 275 team members.
Wealth and Asset Management
07/08/2021
AMP sells AMP Capital GEFI business to Macquarie
The transaction delivers on the previously announced strategy for the AMP Capital public markets business to increase the scale of GEFI through partnerships or sale.
07/08/2021
Double recognition for Crestbridge
In identifying the rising stars to make the list, judges considered a number of factors, including individual achievements over the past 12 months and career progression.
07/08/2021
Zurich independent asset manager receives Finma licence
It was founded in 2008 and employs 11 people.
07/08/2021
Lombard Odier and Oxford University in landmark research collaboration on sustainable finance and investment
The partnership also provides funding for several Oxford-led research projects, including the report State and Trends of Spatial Finance 2021 and the forthcoming report Grasping the Green Nettle: Country Comparative Advantage and the Green Premium.
07/08/2021
Startup Aims To Boost Gold Trade Transparency
This approach excludes 90 percent of those working in the sector who are engaged in artisanal and small-scale mining (ASM).
07/08/2021
Why You Don’t Need A Degree To Get Rich
Many young people overestimate the value of a university education as a prerequisite for professional success, argues author Rainer Zitelmann.
07/08/2021
Incore Bank and Sobaco Win Another Banking Customer
Partner institutions Incore and Sobaco, which specialize in outsourcing, were able to bring a Zurich private bank on board as a customer.
07/08/2021
55 years of hurt: the connection between investing and football
Statisticians in football and markets often use and abuse historical data – but a timeless truth saves the day.
07/08/2021
BNY Mellon to Bolster Digital Solutions Capabilities with aquisition
Terms of the acquisition were not publicly disclosed.
07/08/2021
TISE sets new record with 500+ new listings in first half
During the first half of the year, TISE retained its position as one of the leading European venues for listing high yield bonds.
07/08/2021
Wealth Enhancement Group acquires Independent RIA
Upon closing of the transaction, Wealth Enhancement Group's total client assets are expected to exceed $37 billion.
07/08/2021
Towards the New Normal, Chapter Two: Recover
Going forward, these platforms will be further implemented to offer secure, stable and high-quality services for virtual cooperation, meetings and events
07/07/2021
Qatar sovereign wealth fund stake in Credit Suisse to rise to 6 percent
Al Arabiya reported citing a regulatory disclosure.
07/07/2021
Vontobel plans to hire up to 22 PBs in Italy
‘We are strongly focused on tailor-made wealth management activities, thanks to an extremely advanced and flexible open platform with a focus on ESG.'
07/07/2021
The swinging pendulum: navigating private wealth management's state of flux
Private wealth managers need to get a 360-degree understanding that the full client relationship has to be at the centre of their value proposition.
07/07/2021
Breathing new life into the wealth management industry
The two most common reasons why clients leave their investment manager is underperformance and a lack of communication.
07/07/2021
Digital Wealth: Life after paper
In many cases, digital wealth services are being used to paper over the cracks in processes that need to be redesigned to achieve scalable solutions and profitable growth.
07/07/2021
Fairstone acquires West Yorkshire advice firm
The deal brings an additional 800 clients into the group together with Utopia’s four advisers and six support staff.
07/07/2021
Genstar Capital to acquire majority stake in Foreside Financial Group from Lovell Minnick Partners
The Company is led by Chief Executive Officer Richard Berthy and President David Whitaker, who will remain shareholders and continue in their current management roles.