01/17/2021
Banking heir Benjamin de Rothschild dies at 57
The thoughts of the Group's employees go out to his wife Ariane de Rothschild and his children
Wealth and Asset Management
01/16/2021
Citi PB repositions portfolios for post-pandemic recovery
The underperforming equities of 2020 could become the winners this year, according to Citi Private Bank’s Asia investment strategist.
01/16/2021
Merrill Lynch Wealth Management's New Household Growth Fell 40% in 2020–Sources
Account growth totals may have climbed slightly higher in the closing days of the year after the call.
01/16/2021
Rockefeller Capital Management Adds Three Teams With Combined AUM Of $1.7B
Other team members include Rachel Baum, private wealth advisor, as well as client associates Janet Kolmetzky and Eileen Cambero.
01/16/2021
Credit Suisse names Disruptive Technology Recognition winners
The program gives a chance for participants to collaborate to promote innovation at the bank and partner firms.
01/16/2021
Guernsey: Agility in a time of crisis
The pandemic has also catalysed interest in the much-vaunted green sector as lockdowns have reemphasised the value of the natural world.
01/15/2021
IRIS Software Group accelerates cloud-based practice management with acquisition of Senta
Senta joining the IRIS family allows us to revolutionise the cloud practice management market, delivering the functionality they require today, regardless of location.
01/15/2021
UK financial planning firm completes first M&A deal of 2021
Acquisition adds more than £60m funds under management to the group
01/15/2021
How can UK alternative fund managers access European investors post-Brexit?
With the EU passport no longer available, Senior Consultant - Fund Services, Melville Rodrigues considers the solutions for UK real estate managers to continue to access European investors.
01/15/2021
Van Lanschot Kempen completes acquisition
We expect to complete the integration of Hof Hoorneman Bankiers' clients, employees and funds by the end of 2021.
01/15/2021
Rockefeller Capital Management Announces Partnership with PGA Tour Golfer
Mitchell to debut the Rockefeller Capital Management brand at Sony Open in Hawaii this weekend
01/15/2021
North American Wealth Managers Have Not Fully Embraced AI
In addition, 85% of surveyed executives believe AI is more hype than reality.
01/15/2021
John Duffield’s boutique hits £1bn on double funds win
Brompton Asset Management hit the milestone after winning a mandate to run two funds for an advisory firm, which fuelled a 39% jump in profit for the business.
01/15/2021
‘Worry about 2023’: ZKB CIO Schenk shares three trends for the future
‘I would say worry about 2023. Because while the pandemic might be over in 2022, we will see the economic consequences of it in 2023 and afterwards,' he said.
01/15/2021
Ant Woes for Credit Suisse?
They have no voting rights, and it isn't clear from Ant's IPO prospectus who paid what in the exclusive fundraising.
01/15/2021
The Art Market Survived and Thrived in 2020
The pandemic helped pivot the industry in a healthier direction.
01/15/2021
Top 2021 Wealth Management Trends. What's Actually Changing?
While hoping that 2021 will bring us back to normal, it is time to re-examine the trends that are inexorably affecting the core of the industry.
01/15/2021
JPMorgan, Nation’s Largest Bank, Posts Record $12.1 Billion Profit–Shattering Expectations Despite Pandemic Highs
The financials industry was one of the hardest-hit sectors during the pandemic
01/15/2021
The impact of Covid-19 on private banks: an interview with Patrick Odier
Proximity, trust, the right values and investment strategies are needed.
01/15/2021
Hill Investment Group to Join Focus as a Partner Firm, Further Strengthening Focus' Presence in the Midwest
Hill is respected as one of the outstanding boutique, evidence-based firms in the country.