12/22/2020
Wealth firm buys Isle of Man insurance and pension group
Deal adds around £500m in assets under management
Wealth and Asset Management
12/22/2020
Goldman Sachs, once reserved for the rich, is close to offering wealth management for the masses
The bank has begun internal testing of a new automated investment service ahead of a broader rollout early next year, according to an email obtained exclusively by CNBC.
12/22/2020
Prepare for a new year’s rotation
This macro reflation scenario has been confirmed week after week by economic data and is supported by the promise of ongoing accommodative support from central banks.
12/21/2020
Credit Suisse chief vows a ‘clean slate’ in 2021
Thomas Gottstein seeks to move on from a year that began with corporate spying scandal and was punctuated by legacy issues
12/21/2020
Pin put in plans to combine PraxisIFM and Oak Group
Both companies are going through a period of change and it simply wasn’t the right time.
12/21/2020
PE firm sets aside millions to buy into advice sector
Private equity investment has become a prominent theme in the wealth management landscape in recent years.
12/21/2020
Julius Baer: In Arrears Over Latin America
Julius Baer ultimately took the region – and others – through a review last autumn, two sources familiar with the matter told finews.com.
12/21/2020
Schroders completes acquisition of wealth management family office specialist
The founder of Sandaire, Alex Scott has remained with the business and taken the role of Chair of Schroders Global Family Office Services.
12/21/2020
Lessons from 2020
Academics have argued for years that the US is past its best.
12/18/2020
Just One Third of Global Asset Managers Have Completed Their Digital Transformation Projects
The survey highlighted that the majority (84%) of asset managers have lost investors to digital-first disruptive competitors in the previous 12 months.
12/18/2020
IQ-EQ assists Cordovan Capital Management with first institutional fund launch
The new fund is aiming for its first close imminently and will be targeting a total AUM value of £50 million.
12/18/2020
Life at Ocorian with Natacha Kay
Ocorian have been a great company to grow into a career with.
12/18/2020
Schroder BSC Social Impact Trust announces IPO
Schroder BSC Social Impact Trust plc has today announced that it has raised gross proceeds of £75 million.
12/18/2020
Ocorian shortlisted in three categories in Citywealth IFC Awards 2021
Judged by an international panel of highly respected practitioners from all private wealth sectors covering all the jurisdictions, the winners are those judged to have excelled in achievement, innovation, expertise and service.
12/18/2020
Private Wealth Financing Sustainability - Guernsey case studies
Guernsey has also been forefront in the development of world-leading green products and services - including launching the world's first green fund regime in 2018.
12/18/2020
For UBS, Big Is Beautiful in Asset Management
Instead, the U.S. bank – which manages $2.6 trillion – was beaten to the punch on buying the mutual fund boutique by hometown rival Morgan Stanley, which manages $1.2 trillion.
12/18/2020
MAST 2021 Outlook: The Great Normalization
After a challenging 2020, we are optimistic 2021 will be much better although it may take a few months to get the pieces in place for a pronounced recovery.
12/18/2020
Use the Christmas period to get on top of your finances
Now is the time to take stock and make sure you’re financially fit for the coming year
12/18/2020
Are you leaving town?
Their motivation will more driven by virus fears, avoiding crowds and increasing crime rates.
12/18/2020
Schroders completes acquisition of multi-family office Sandaire
The deal, first announced in September, has achieved regulatory approval.