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Wealth and Asset Management

04/11/2022

Groupe Indosuez Wealth Management : Indosuez's offer highlighted at the WealthBriefingAsia Greater China Awards 2022

In a competitive and demanding wealth management market, these awards reflect the relevance of Indosuez's strategy and its usefulness to its clients and society.

04/11/2022

Top 50: WMs on how they select socially responsible funds

These wealth managers reveal how they check whether a fund is socially responsible

04/11/2022

Financial Times’ Private Wealth Management Magazine Shines Spotlight on Due Diligence in Citizenship by Investment Countries: CS Global Partners

More and more savvy investors, entrepreneurs and families are looking for legitimate ways to protect and grow their wealth and investments amid rising uncertainty throughout the world.

04/11/2022

Société Générale exits Russia and sells Rosbank stake

The transaction will close in the coming weeks, with the Rosbank stake sold to Interros Capital.

04/11/2022

Game on - how to attract tech talent to wealth management

And while Julius Baer may not be a tech company, it does have clients who expect an extraordinary niveau when it comes to their experience with the Bank, both in person and online.

04/11/2022

Smith & Williamson International completes acquisition of 7IM Jersey Branch assets

7IM will continue to provide services to its Platform clients in Jersey. Grant Hamilton, Director at 7IM Jersey, will join Smith & Williamson International’s office in St. Helier, Jersey.

04/11/2022

Ravenscroft investment manager recognised in Citywire Top 30 Under 30

Now in its twelfth year, the Top 30 Under 30 showcases the best young talent from across the UK and those who are making their mark in the investment world.

04/11/2022

RBC Global Asset Management Launches China Equity Fund

The Fund's investment team looks to invest in Chinese companies with reliable management and track records in risk management and capital allocation.

04/11/2022

Morningstar Announces Nominees for 2022 Morningstar Awards for Investing Excellence

The awards recognize portfolio managers and asset management firms who demonstrate excellent investment skill and an alignment of interests with the strategies' investors.

04/11/2022

This bank is selling its Russian subsidiary to an oligarch

With the sale, however, much greater risks will probably disappear from the balance sheet. In any case, the news of the exit from the Russian business caused the SocGen shares to jump by up to 8 percent at times.

04/11/2022

SJP: Academy is 'meaningless' unless firm becomes more relevant

Payne explained that SJP has a large body of affinity partnerships for charitable foundations and has the opportunity to present career avenues.

04/08/2022

ADDX to Offer Private Market Plays to Wealth Managers

ADDX lowers costs by automating manual processes.

04/08/2022

Credit Suisse publishes restated historical financial information reflecting new divisional reporting structure

In addition, Credit Suisse will be providing regional reporting for certain metrics.

04/08/2022

Goldman Sachs offers former partners exclusive access to ‘1869 fund’

Vehicle for ex-members of elite group has raised $1bn and invests in alternative assets

04/08/2022

Zurich private bank launches private equity investment vehicle with Partners Group

The focus module is available to Maerki Baumann's clients and is actively managed.

04/08/2022

LUKB expects flat profits for 2022 as CEO brands markets ‘volatile’

The bank recorded CHF 419m in net new money in the first quarter.

04/08/2022

UBS Sets Up Diversity Focused Investment Team

By responding to client requests for investment options that reflect personal values and are aimed at social good

04/08/2022

Mattioli Woods chief offloads £1.2mn of shares

Mattioli Woods chief exec makes his third share sell this year

04/08/2022

What this private banking chief really looks for in new hires

‘This job, at its heart, is about trust’. David Durlacher believes the pandemic has reshaped relationships but some skills persist.

04/08/2022

Sanctuary expands footprint with NYC office launch

The New York office will allow the firm to cover the whole of the US with a particular emphasis on the Tri-State area, said Dickson.

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