10/15/2020
Vontobel Launches Asset Management Office in Singapore
Vontobel Asset Management opens its Singapore office to expand its reach in Asia and further accelerate growth.
Wealth and Asset Management
10/15/2020
Threats to Family Offices - RESEARCH
Wealthy families and family offices have long been targets for various threats, but the variety and complexity of those threats are growing dramatically.
10/15/2020
Merrill Wealth Slowly Eases Out of Covid Slump
“Net client flows” across the division fell 61% to $1.39 billion from the second quarter and were 75% lower than the $5.52 billion advisors attracted in last year’s third quarter.
10/15/2020
Rathbones assets rise on fund sales and performance
AUM rose to £50.4bn from £49.4bn with the asset management arm recording £700m net inflows.
10/15/2020
Charles Stanley sees revenues drop amid 'difficult times'
CEO says business remains resilient
10/15/2020
Brooks’ investment performance offset by £260m outflows
“Our vision for Brooks Macdonald is as the leading investment manager for intermediaries, and we look forward with confidence."
10/15/2020
Apex Group Reaches Nearly $1 Trillion in Serviced Assets Following Planned Acquisition of Fundrock
Apex is a portfolio company of Genstar Capital.
10/15/2020
Oddo BHF and Landolt to merge
Oddo had already bought BHF bank in 2016.
10/15/2020
Accuro crowned “Highly Commended” Independent Trust or Fiduciary Company
The panel stated: “Assessors were impressed by how Accuro is now totally management owned and tightly aligned with its clients’ interests.”
10/15/2020
Private wealth around the world – how did we get here?
Times have generally been good in the IFCs – even the financial crash of 2008 had a (relatively) small impact on the global offshore business – but can we always expect this to be the case?
10/15/2020
Quilter announces additional share buyback of up to £50m
Quilter listed on the JSE and the LSE in June 2018, and is using the proceeds of its sale of Quilter Life Assurance in December 2019 to return capital to shareholders
10/15/2020
Fiducia Wealth Management completes management buyout
'Future looks bright'
10/15/2020
Credit Suisse’s Slöör speaks on the Evolution of the Thai Wealth Management Market
Credit Suisse has been operating a full-service securities brokerage in the country, with a dedicated on-the-ground investment banking team and a highly experienced research team.
10/15/2020
Private assets make up 13.7% of portfolios: Schroders survey
Institutional investors still believe private asset investing comes with extra challenges, but that the diversification and return benefits make it worth their while. A recent Schroders survey identies notable increases in interest for real estate debt, i
10/15/2020
Big banks' wealth exit may be short-lived
The big four banks have been tipped to re-enter wealth management after 10 years.
10/15/2020
Wealth management firm agrees partnership deal with Liontrust
Clients will gain access to fund manager’s global equities, fixed income and multi-asset specialists
10/15/2020
Managing Wealth Like A Rockefeller
Among the first wave of hires was Chris Randazzo, managing director, head of wealth management and head of technology and operations.
10/15/2020
Julius Baer private client boss says ‘UK jobs are safe’
Julius Baer’s UK private client head Alan Hooks has sought to reassure colleagues that the Swiss bank plans to maintain UK headcount for the foreseeable future as it cuts costs.
10/15/2020
Embracing the responsibilities of family wealth
The best way of authentically embracing the responsibility that wealth brings is to ensure that purpose informs everything a family does.
10/15/2020
Lombard Odier wins European, UK and investment thought-leadership awards
This includes a large in-house investment intelligence team, with specialists across all major asset classes, as well as in private equity, hedge funds, and third party fund selection.