12/23/2021
13 Questions for Stonehage Fleming's Gerrit Smit
In this series, we ask leading fund managers about everything from their investment strategy, to role models, their views on cryptocurrency, and what they’d never invest in
Wealth and Asset Management
12/23/2021
Upskilling wealth managers and securing digital buy-in
In this second of a three-part blog series on the recent Hubbis Digital Dialogue webinar ‘The Vital Importance of Empowering the Relationship Manager’, we examine the changing skill-sets relationship managers need in a digital-first market
12/23/2021
China's family wealth management industry growing strongly
The country remains one of the world's largest savings markets and one of its fastest growing wealth management markets.
12/22/2021
Smith & Williamson Fund Administration appointed ACD on £1 billion of Brooks Macdonald Group funds
This deal builds on the excellent relationship we have developed with Cornelian Asset Managers and their funds since 2014 and is a vote of confidence in our experienced ACD oversight and operational teams based in Glasgow.
12/22/2021
The Northern Trust Institute Releases 2022 Wealth Planning Outlook: "Wealth, Redefined"
Annual report explores five societal changes and offers corresponding wealth planning strategies
12/22/2021
Credit Suisse Sacks Two Amid Greensill Probe
Credit Suisse has taken action with regards to various individuals
12/22/2021
Morningstar: We've been watching the platform space
“We're very familiar with the Praemium business and team from Australia and the UK.”
12/22/2021
Canaccord expanding U.S. capital markets biz with Sawaya buy
Canaccord’s U.S. capital markets business has been expanding since 2019 and is a “growing” revenue contributor
12/21/2021
Wealth Management: Industry Trends, New Priorities, and Major Shifts
Wealth management companies are now focusing their priorities in the current economic climate to thrive.
12/21/2021
Century Private Wealth Launches Middle East's First Nasdaq Licensed Fund
The fund aims to outperform the Nasdaq 100 technology index through a blend of active and passive management. – by SUNIL SINGH
12/21/2021
AssuredPartners Announces Acquisition of Medallion Wealth Management, Inc.
The firm currently reports $3 million in annualized revenues.
12/21/2021
Julius Baer Supplants UBS at Flagship Music Festival
The fabled 55-year-old festival is exactly the type of star-studded event that works well for companies like UBS to sponsor: the city of roughly 24,000 boasts several luxury hotels.
12/20/2021
Scotia Wealth Management recognized as best private bank in Canada
This year's two awards follow country-specific wins in the Bahamas and Peru for Scotia Wealth Management in 2021.
12/20/2021
Barclays Gets Australian Banking Licence in Expansion Push
Record low interest rates globally have also prompted the world's top banks to look for more fee-generating avenues and expand into other markets, with London-listed HSBC stepping up its focus on Asia this year to boost growth.
12/20/2021
BMO Financial Group accelerates North American growth with strategic acquisition
Under the terms of the agreement, BMO will acquire Bank of the West for a cash purchase price of US$16.3 billion, or US$13.4 billion net of estimated US$2.9 billion of excess capital (at closing) at Bank of the West.
12/20/2021
2021 In Charts by Mirabaud
The EU is not exempt from the issues facing the rest of the world.
12/20/2021
PKB to take on Quintet private bank Switzerland clients
As a result, Quintet’s private banking clients in the country will be able to transfer their assets to PKB.
12/20/2021
Succession Wealth buys two south west advice firms
Kit Finney, principal at JCF Financial, said: “As our business grew, we decided to look for a partner with the scale to help service the complex requirements of our expanding client base.
12/19/2021
Butterfield to become a local bank in Guernsey
BUTTERFIELD is on a journey to become a ‘full service’ local bank for Guernsey – with mortgages introduced, deposit products launching and credit card plans for the future.
12/17/2021
Fieldpoint Private expands
Atlanta, Orlando and Miami Offices Offer Private, Commercial, Personal Banking and Wealth Management