11/24/2020
Credit Suisse to take $450m hit on hedge fund business
York Capital Management to restructure
Wealth and Asset Management
11/24/2020
We are witnessing the democratization of property investing
These digital-savvy, time-poor investors are increasingly turning to peer-to-peer lending to get on the property ladder and access double-digit returns from a click on their phone or tablet.
11/24/2020
Shard Capital: ‘Central banks have messed things up spectacularly’
Mike Hollings and Neil Williams on targeting US immigrants, lockdown working and how central banks have ‘flanneled’ everyone
11/24/2020
New steps are needed to improve sovereign debt workouts
They have encouraged private lenders to follow suit—albeit with little success.
11/24/2020
Advisory firm searches for up to 20 private banking consultants
The company has hired several partners this year, and outlined an expansion plan for French-speaking Switzerland.
11/24/2020
Zurich real estate boutique launches first fund
The fund focuses on urban living, commercial and mixed-use properties for people at all income levels.
11/24/2020
Heartwood announces rebrand
The firm will now be collectively known by its new name of Handelsbanken Wealth & Asset Management
11/24/2020
Risk On, Warning Signs On
Many investors believe SOE debt is safe because the Chinese government – either at a local or national level – will step in to prevent defaults.
11/24/2020
CI Financial to Acquire Majority Interest in RGT Wealth Advisors
CI’s largest U.S. wealth management transaction to date projected to increase U.S. wealth assets to US$21 billion
11/23/2020
Just Mortgages launches wealth division
The advisers who join Just Mortgages wealth division will be provided with leads from our Just Mortgages client database, as well as being able to find their own leads.
11/23/2020
Pictet Asset Management Opens Unit in Shanghai
According to Pictet Asset Management’s Asia ex-Japan CEO Junjie Watkins, the business unit in China will first focus on cross-border investments before developing local investment capabilities.
11/23/2020
Even the Turkey is Worried by Gary Dugan
The markets’ abiding hope is that the good news about a potential vaccine will overcome the near-term bad news about the impact of COVID-19 on global economic activity.
11/23/2020
SYZ AM recognised as top ten Swiss ESG provider
All securities are reviewed on a quarterly basis with regards to their sensitive sector exposure, overall ESG rating, as well as any potential controversies.
11/23/2020
Channel Islands Wealth management association established
Firms holding Jersey regulated Investment Business (A, B, C) licences and Guernsey regulated (Protection of Investors) Investment Licensees are being invited to be members.
11/23/2020
Kingswood secures further US deal
We are thrilled to have now achieved a majority interest in the re-named Kingswood U
11/23/2020
Pictet AM strengthens China presence
The firm announced plans for new offices in China and New York in September.
11/23/2020
Capgemini highlighted nine key trends that wealth managers will have to contend with in 2021
Enhancing digital capabilities and offering more personalized services will be key wealth management trends for 2021, per Capge
11/23/2020
How Advisor Shifts Gears Between Car Racing and Wealth Management
UBS advisor Chris Aitken says, to his surprise, clients are asking: “When can I come to a race and watch you?”
11/23/2020
Wealth Management: Building Client Trust in Times of Change
Combining services, technology and communication on a secure platform allows family office and wealth management firms to strengthen their clients’ trust and meet their needs while staying competitive in today’s technology-driven world.
11/23/2020
Future of 100 advisers in balance as Harwood Wealth puts network into administration
The firm said it had been working closely with the directors of Network Direct and will include support on income novation and re-authorisation.