12/18/2020
Schroders gets £75m minimum for first UK social impact trust
The trust offers investors a low real rate of return but the prospect of doing good with their money.
Wealth and Asset Management
12/17/2020
New Realities in Wealth Management: Growth Amplifies Prior to the Storm
Aite Group estimates total client assets to have reached US$29.1 trillion at the end of Q3 2020, up 3% from 2019.
12/17/2020
Swiss Private Banks Cope With New Shelf Life
The deal marks a new wave in the prevailing merger and acquisition trend in the lucrative business.
12/17/2020
Swiss private banks with an expiration date
A clear trend emerges from the various transactions over the past 18 months
12/17/2020
WATCH: Citibank Singapore aims to hire 330 relationship managers by 2025 for its largest wealth hub
Citi has an enormous opportunity to serve the growing affluent segment in Singapore.
12/16/2020
Markets Slowed on Brexit Uncertainty
There was mixed news in the US, as jobs data and COVID-19 case numbers pointed towards the ongoing damage created by the pandemic.
12/16/2020
Citi Registers Record-High Wealth Inflows in APAC
The Asia Pacific wealth market stands out in its scale and growth potential.
12/16/2020
Covid-19 Philanthropy: Spotlight on Major Giving in 2020
The report also discusses why major giving is different from other forms of funding and considers the many benefits it brings to the organizations that harness its potential.
12/16/2020
And Finally…?
A desire for a deal must exist with neither side wanting to be seen to walk away.
12/16/2020
The Swiss economy: How SMEs are responding to the unprecedented crisis
Credit Suisse publishes "Monitor Switzerland" for Q4 2020 focusing on the SME survey
12/16/2020
Citi’s largest wealth hub opened in Singapore
It wants to hire over 330 relationship managers by 2025.
12/16/2020
Using technology to improve the management of investment portfolios- the view from Etops
This creates an ideal environment for flexible multi-bank setups in all reporting and data visualization areas as well as for wealth management platforms.
12/16/2020
Ruth Handcock talks customer service at Octopus Investments
To celebrate, Octopus Investments CEO Ruth Handcock, discusses what these awards mean to her and the company.
12/16/2020
Alternative Managers Put Faith in Jersey to Support Post-Brexit Fund Distribution
With the end of the transition phase looming, new figures continue to point towards Jersey playing an increasing role in enabling alternative fund managers to access EU investor capital post-Brexit.
12/16/2020
State Street launches cloud-native Alpha Data Platform for wealth managers
The platform enables clients to seamlessly assemble and access investment data spanning internal and third-party services across their investment processes.
12/16/2020
The unspoken requirements of Swiss banks for operational bank accounts
Banks supporting corporate clients have different specialisations, quality of service and approaches to client servicing.
12/16/2020
Are investors adjusting to the new normal?
Potential for recovery following Covid-19 and trends which have accelerated as a result of it give many reasons for optimism heading into 2021
12/16/2020
Barings Supports ICG in Buyout of BIMM
BIMM provides university-grade education courses in modern music, performing arts, and film making across campuses in the UK, Ireland, and Germany.
12/16/2020
Rothschild & Co buys Swiss private bank
The transaction is expected to complete in the first half of 2021, subject to regulatory approvals and other customary conditions.
12/16/2020
LGT acquires wealth management business of UBS Europe SE in Austria
The client relationships of UBS Europe SE in Austria, which consist of mainly high-net-worth and ultra-high-net-worth individuals residing in the country, will be assumed by LGT as part of the asset deal.