01/26/2021
GAM Loses Major Private-Label
The GAM Private Labelling business provides fund solutions focused on structuring, legal set-up, fund administration arrangements and management company services.
Wealth and Asset Management
01/26/2021
UBS: 2020 Net Profit of USD 6.6bn, 17.6% Return on CET1 Capital
It is this broad-based strength that has allowed us to stand by our clients, our team and those in need throughout the pandemic.
01/26/2021
Quilter AUM grows by 7%
Fourth quarter gross sales of £2.8 billion (2019: £3.5 billion) and net inflows of £0.4 billion (2019: £0.5 billion).
01/26/2021
Everybody and their dog bought stocks
Besides that, if betting against ‘everybody and their dog’ was so rewarding, ‘everybody and their dog’ would already be doing it.
01/26/2021
Global Registration Services - Market Update Q4 2020
The aim of the Q&A is to ensure that the content requirements are met.
01/26/2021
Mercer Advisors Acquires Marrs Wealth Management, LLC
Acquisition of Marrs Wealth Management, LLC (Registered Investment Adviser), Expands Mercer Advisors' Presence in Iowa and Central United States
01/26/2021
Diary of a Fund Manager - Two Pillars
In amongst all the distractions, focusing on what really matters will be the key to investment success.
01/26/2021
Zurich has become the favourite city of the ultra rich, replacing Paris, property ranking table shows, with Covid seeing favourites like New York fall out of favour
The annual list of top 50 metropolises for the megarich is produced by London-based real estate consulting firm BARNES International
01/26/2021
Asian ambitions
Eric Bramoullé, CEO of Amundi South Asia, says the group aims to expand assets under management in the Asia-Pacific by more than 60 per cent
01/25/2021
JM Finn agrees terms on new headquarters
The firm has agreed to take the 5th and part of the 6th floors at 25 Copthall Avenue, just a short walk from it’s existing headquarters in Coleman Street.
01/25/2021
Stirring The Status Quo In Wealth Management
The idea behind True Beacon is to inspire more accountability in the wealth management space
01/25/2021
StashAway announces Assets under Management of US$1billion
According to StashAway, it reached the key milestone at a rate faster than the world’s largest digital wealth managers, Betterment and Wealthfront.
01/25/2021
JP Morgan Snags 7 AFTAs—Here’s Why They Won
Built in early 2019, OmniAI now provides a single place where data scientists can discover, experiment, share, and deploy their work into production applications in a secure and compliant manner.
01/25/2021
AFTAs 2020: Best Back-Office Initiative—SEI
The best back-office initiative AFTA has for the most part been awarded to London-based SmartStream since the category’s inception in 2016.
01/25/2021
Financial advisers’ embrace of digitalisation tested by pandemic
More firms are finding the value of tech to upgrade operations and improve customer experience
01/25/2021
M&A in 2021: asset management primed for consolidation
Dealmaking is hotting up in a sector under relentless margin pressure
01/25/2021
Standard Life Aberdeen puts bonuses on the back burner
New CEO Stephen Bird reportedly told staff not to expect a bonus in a videoconference call last week.
01/25/2021
Axel Weber Heads Into Wearisome Final Year
Instead, Weber is thinking about Plan B as UBS decides if it can sweat out an up to 18-month Dutch criminal investigation into Hamers’ time at ING.
01/25/2021
What is a top consideration for wealthy families from the Middle East?
In November last year, the UAE also changed some of its laws to allow for more liberal living.
01/25/2021
Private equity swoop on AFH in £225m takeover bid
National advice firm AFH Financial has received a £225m cash offer by US-based private equity firm Cortina Bidco for a takeover of the business.