10/01/2021
PIMFA announcs shortlist for inaugural Diversity & Inclusion Awards
The winners will be decided in the first week of October by a group of industry peers alongside experts in diversity and inclusion from charities that PIMFA partner with.
Wealth and Asset Management
10/01/2021
Swiss Banker Cashes Out For A Fourth Time
Little-known outside of Switzerland, Fanconi is impeccably connected within Switzerland, including with ex-Pictet partner Boris Collardi and the wealthy Greek shipping family, Latsis.
10/01/2021
Leonteq Opens Lisbon office
Lisbon, Portugal was selected as Leonteq’s newest location due to several factors, including talent and sourcing opportunities, political stability, quality of life, time zone and cost considerations, and the company’s onsite presence was esta
10/01/2021
Canaccord Genuity Wealth Management completes acquisition of Adam & Company
The completion establishes the Company's entry into the Scottish market
10/01/2021
Deutsche Bank to cut Europe branches as it refocuses on wealthy clients
The bank is looking to consolidate its branch network in Italy and Spain
09/30/2021
Wanted! Pictet seeks new PM to help run giant Robotics fund
Swiss group on the hunt to add more investment expertise to $9.6bn strategy overseen by Citywire AAA-rated pair.
09/30/2021
Robeco partners with UBS to launch Engagement Fund focused on Sustainable Development Goals
The launch of RobecoSAM Global SDG Engagement Equities reflects the shared conviction of Robeco and UBS that engaging and having an active dialogue about SDG’s is vital in supporting positive change that benefits people and planet.
09/30/2021
Quarterly Investment Update - From great to merely good: is that good enough?
The recovery has come off the boil, but we think it will continue supporting the markets.
09/30/2021
Wealth Enhancement Group Joins Forces with Independent RIA
Fast-Growing Wealth Management Firm's 13th Integration in 2021 Elevates Total Client Assets to Over $50 Billion, Marks First Entry into Western New York Region
09/29/2021
Private Bank Briefing – September 2021
This edition’s Lessons from Enforcement covers a recent case examining the impact of non-financial misconduct on an individual’s fitness and propriety.
09/29/2021
Coutts chief executive talks about 1,000 Business Climate Pledges
The chief executive of Coutts Bank, part of NatWest Group, is Australian and his family background and experience have helped inform his views.
09/29/2021
Japan Value Insights
Hydrogen to help identify hidden value
09/29/2021
7IM brushes off Covid market woes as assets jump 24%
‘2020 was, without exaggeration, one of the most challenging years in economic, social and financial history’
09/29/2021
State Street Investor Confidence falls
Investor confidence was marginally weaker in September
09/29/2021
SJP hands £1.7bn mandate to Columbia Threadneedle
We are looking forward to continuing to support St. James’s Place as they help their clients achieve their financial goals.
09/28/2021
Evergrande’s Silence Not Very Golden
Apparently, an even bigger payment is due on another bond this week.
09/28/2021
Stratos Wealth Partners Recognized as a Barron's Top 100 RIA Firm
For Four Consecutive Years, Stratos Listed as one of Nation's Top Independent Advisory Firms
09/28/2021
Close Brothers announces preliminary results
We have delivered a strong financial performance in the year and made the most of the opportunities arising as the economy recovers from the effects of Covid-19.
09/28/2021
António Horta-Osório: Credit Suisse's Fate Not Sealed at Newsstand
As long as Credit Suisse is still fighting to recoup what it can from the wreckage of Greensill, he is viewed as a CEO on borrowed time
09/28/2021
Elizabeth Hartless listed as Top 35 Under 35 for third year
This is the third consecutive year she has appeared in the ePrivateClient Top 35 Under 35 list.