11/30/2021
Rathbones shuts Aberdeen base in Scottish restructure
Rathbones is to relocate its Aberdeen-based team of wealth managers to Glasgow following the mid-2022 retirement of current regional director Meera Dennis.
Wealth and Asset Management
11/29/2021
Geneva private bank embroiled in multibillion-dollar family feud
SP Hinduja Banque Privee, a small private bank in Geneva, is at the centre of a dispute between warring factions of the Indian multibillionaire Hinduja family.
11/29/2021
Gresham House Strategic sets out proposal for wind-down
These shareholders accounted for 46.8 per cent of issued share capital.
11/29/2021
Global law firm unveils private wealth operation
Technology and big data are transforming how financial strategies are developed and creating new opportunities for investment, but also significant risk implications.
11/26/2021
Mirae Asset selects Citi as custodian
Earlier this year, Mirae appointed former ETF Securities chief executive Kris Walesby as chief executive of its new Australian team.
11/26/2021
IWP acquires Premier Wealth Management
The acquisition increases IWP’s assets under management by approximately £260m.
11/26/2021
Wealth management space of significant interest to private equity - Barry McCaig
Although merger and acquisition deal volume and value declined in the first half of 2020 due to the coronavirus pandemic, activity levels rebounded in the second half of last year and have continued into 2021.
11/26/2021
Lioner opens regional HQ in Hong Kong
Wealth management firm Lioner International Group opened its Hong Kong office, with a focus on Greater China market.
11/26/2021
CIO views outlook: top 3 investment picks in 2022
Where will opportunity knock in 2022? Our CIOs consider what lies in store, outlining three key areas of promise for investors in the new year.
11/26/2021
James Hambro & Partners severs ties with JOHCM in equity buyout
Companies House documents show JOHCM sold its entire stake in James Hambro & Partners last year, also revealing a fall in profit, turnover and AUM.
11/26/2021
Oddo BHF wants to take over Parisian private bank
Oddo BHF wants to continue buying after the acquisitions in Switzerland and France.
11/25/2021
Schroders wins IR Society’s Best Investor Engagement Award for second consecutive year
Schroders won the ‘Best Investor Engagement Award’ for the second consecutive year at the prestigious IR Society Best Practice Awards 2021 on 23 November 2021.
11/25/2021
Global Family Office Alliance Announce Strategic Partnership
Renowned nonprofit, Global Family Office Alliance, partners with Global Holding’s Rolling Pines Golf Course to bring together world leaders and visionary businessmen
11/25/2021
HSBC unveils new Wealth Centre imbued with sustainability, innovation and digital art
As one of the region’s leading banks, HSBC is committed to environmental, social and corporate governance (ESG).
11/25/2021
The path forward for Wealth Managers: explainable ESG and hyper-personalisation
This yearly conference is one of the must-attend event in the space of the Canadian Wealth Management
11/25/2021
Moneyfarm launches digital wealth solution for UK advisers
The UK’s advice sector accounts for £514bn on platforms but the country is facing an advice crisis as millions of people with modest income are left behind.
11/25/2021
Let’s Dance - the risks lying ahead
A risk to examine is one that the IMF refers to as “asynchronous and divergent global economic recovery
11/25/2021
Berenberg launches AAA-rated star’s top-rated Europe strategy into UK
Berenberg’s wealth and asset management arm has launched a Europe ex-UK equity strategy managed by its top performing equity boss, Citywire can reveal.
11/24/2021
Barings shuts strategic bond fund as assets dip below £30m
The strategy, run by Brian Mangwiro, has had net outflows of over £11m in three years.
11/24/2021
Noah Holdings: Unaudited Financial Results
We offer investment products and provide value-added services to high net worth investors in China