07/12/2020
Who wins, who loses in China’s plans for a Greater Bay Area wealth management hub?
Banks with large retail market share on the mainland and offshore likely to be beneficiaries
Wealth and Asset Management
07/10/2020
These are the top bankers at Credit Suisse
This shows that with CS the air for women is still thin the higher they rise.
07/10/2020
Conyers gains Chambers recognition
The Chambers High Net Worth guide serves as a directory for the private wealth market and is used by family offices and professional wealth advisers.
07/10/2020
Pictet Alternative Advisors closes Monte Rosa V on USD1.164bn
Close to 20 per cent of the fund will be deployed in co-investments and secondary transactions. At the time of closing, the programme was 50 per cent committed already.
07/10/2020
Wealth firm director champions women with new planning firm
Bri Wealth Management financial planning director Hannah Edwards has set up Worcester-based Eva Capital Management.
07/10/2020
Gold to benefit if China recovers strongly from second virus wave: Goldman
Increased safe-haven buying has pushed spot gold prices 18% higher so far this year, and it breached the key $1,800 an ounce level this week — the highest since Sept. 2011. [GOL/]
07/10/2020
Peter Harrison: UK business needs a £30bn equity injection
The winning companies of tomorrow need help to survive today.
07/10/2020
Druces’ Private Client team wins prestigious Chambers Directory ranking
These accolades mark another milestone in the growth of the Private Client team at Druces
07/10/2020
Future looks rosy for wealth management
The agency believed that the equities may continue suffering funding outflows.
07/10/2020
Beating the odds: Adviser launches firm in two countries amid pandemic
Charlton Wealth Management
07/10/2020
Is a wealth tax on the cards for the UK?
As economic activity continues to pick up, an obvious question springs to mind: who will pick up the tab?
07/09/2020
Eaton Vance’s RIA Nears $10B With WaterOak Deal
The companies did not disclose other terms of their deal, which remains contingent on certain closing conditions.
07/09/2020
World Wealth Report 2020: North America Surpasses Asia-Pacific in High Net Worth Individual Wealth Growth for First Time in Eight Years While COVID-19 Brings Uncertainty
High net worth individuals show interest in sustainable investing, scrutinize fees and want hyper-personalization
07/09/2020
ODDO BHF eyes merger with Landolt & Cie
The decision will affect nearly 12% of the firm’s assets, which is valued at €6.6bn.
07/09/2020
New York, London and Hong Kong are favourites of the mega-rich – but which other 7 cities in the world have the most billionaires?
Nearly a third of the world’s billionaires are concentrated in just 15 cities, according to Wealth-X’s recently released annual Billionaire Census
07/09/2020
Women and wealth: trends that shape philanthropy, risk and choosing trustees
Wealthy men and women both like to give to various causes and may well set up philanthropic entities like foundations to leave significant amounts to causes close to their hearts.
07/09/2020
Seeing beauty in Asian small-cap stocks
Nimble, fast growing and at an early stage of development, small-cap companies have the ability to seize market opportunities at a quick pace, generate exceptional earnings growth and internally compound capital faster than their big-cap peers.
07/09/2020
Saunderson House vets launch wealth boutique aimed at City workers
Heronsgate Capital was launched by Chris Sexton and Tony Wellby and is backed by wealth firm Dart Capital.
07/09/2020
Wealth managers fight back after Q1 turmoil
The second quarter bounceback in equities helped pare losses in client portfolios, but they still remain in the red for 2020.
07/09/2020
WH Ireland shares jump as firm posts first quarterly profit in years
The firm posted a profit of £200,000 in the three months to June, its first ‘in many years’.