10/26/2021
Schroders' impact trust ponders second fundraise
The trust listed in December 2020 raising £75m, though this fell short of its £100m target.
Wealth and Asset Management
10/26/2021
R&M CEO to join Schroders in Solutions deal
River and Mercantile Solutions sold to Schroders for £230m.
10/26/2021
Lombard Odier: Nearly Half of APAC HNWIs Expect Market Correction
Almost 2 out of 10 HNWIs said they feel «lost» and would appreciate more guidance from financial advisors.
10/26/2021
Edmond de Rothschild Group and Hottinger Group join Forces
Both entities share the same long-term vision, culture and values which underpin their delivery of wealth management and bespoke family office solutions to wealthy families.
10/26/2021
SEI buys Finomial
This technology will add data-mapping tools, flexible data models, and rules engines to further enhance current capabilities.
10/25/2021
Addepar acquires AdvisorPeak
To streamline portfolio rebalancing and trading for wealth managers
10/25/2021
HSBC Holdings 3Q 2021 Earnings
This was reflected in more consistent top-line growth, robust lending pipelines across our businesses, and rising trade and mortgage balances.
10/25/2021
Search for New UBS Overseer Narrows
Hildebrand has met recently with both Weber and the UBS director leading the succession
10/25/2021
Ares Management Corporation Launches Ares Wealth Management Solutions
Raj Dhanda Named Ares’ Global Head of Wealth Management
10/25/2021
European ABS and CLOs Resilient Amid Volatility
Q4 has just started, but for now, we welcome the strength of our market and the relative value opportunities that it offers.
10/25/2021
UBS Selling Onshore Business in Spain
The deal is expected to be completed by the third quarter of 2022.
10/22/2021
Amundi chair Yves Perrier named Editor’s Choice in FN’s Asset Management Awards
Perrier forged a reputation as one of Europe’s most successful dealmakers during his decade in charge of the French fund manager
10/22/2021
Macquarie Asset Management acquires alternative investment firm
The agreement underscores MAM’s commitment to offering individual investors a diversified platform of institutional-quality alternative investments managed by Macquarie and other leading sponsors.
10/22/2021
Credit Suisse Confident on GFG Road Map
In a bid to recoup the debts, the bank finds itself in the unusual position of helping breath new life into Gupta's companies.
10/22/2021
Fintech opens Zurich wealth management hub under PB veteran
Estating offers fractional access to individual property investments.
10/22/2021
UBS: Perspectives of a Champion
In comparison, UBS can only shine - although it is also postponing risks with the appeal process in France and the preliminary investigations in the Netherlands for a criminal investigation against bank boss Hamers.
10/22/2021
SEI Announces Acquisition of Atlas Master Trust
Deal Supports Long-Term Business Growth and Enhanced Member Outcomes
10/22/2021
Spear’s Tax Survey 2021: Almost half of tax advisers to HNWs say post-pandemic wealth tax ‘desirable’
The Spear’s tax survey 2021 quizzed advisers on their views towards a range of taxes, including a proposed wealth tax
10/22/2021
Macquarie Asset Management to acquire Central Park Group
Central Park Group is a pioneer in providing financial advisors and their clients access to top alternative investment talent
10/22/2021
PIMFA announces winners in first Diversity & Inclusion Awards
The event was streamed live online and showcased the best Diversity and Inclusion initiatives from around the UK’s financial services industry.