06/15/2021
UBP Impact Funds now also available on Nucleus and Elevate platforms
The UBAM – Positive Impact Emerging Equity Fund, which marked its one-year anniversary last month
06/15/2021
Michael Blake doubled UBP Asia’s assets and he’s not done yet
How Michael Blake doubled UBP’s asset base in Asia in five years, and where he sees China heading next.
06/15/2021
Eight advisors join forces to form internationally focused team, sweeping Wells Fargo's international business across South Texas
06/15/2021
The wirehouse comparison is too narrow because our business model and our performance are clearly different,” Saperstein, who was recently elevated to co-president of Morgan Stanley and heads the wealth division.
06/15/2021
Full results are due in July 22, but it is already clear that clients clamored for structured products this year.
06/14/2021
Dubai's Shuaa Capital launches digital wealth management arm
Shuaa's launch comes as number of tech-focussed investor base grows in Middle East
06/14/2021
Ares Management and Maven Capital Partners back acquisitive new business
Titan Wealth Holdings looks to grow assets under management to £20bn-£30bn over next 5 years
06/14/2021
Credit Suisse Chairman Knighted for Lloyds Job
Before joining the Swiss wealth manager just six weeks ago, he had run Lloyds for a decade.
06/14/2021
Fund Woes Unmask Credit Suisse «One-Bank» Client
The Swiss bank now seeks $1.2 billion from Gupta following the collapse of a $10 billion line of supply chain funds.
06/14/2021
The Quilter brand originates with the group’s discretionary investment management business, Quilter Cheviot.
06/14/2021
Lugano private bank teams up with AI firm to structure portfolios
Banca Credinvest and MDOTM will structure portfolios to adapt to financial markets’ dynamics, thanks to an analysis of trends and correlations between asset classes.
06/14/2021
The other firms which had expressed interest in buying – including Allianz, Generali, and The Royal London Group – have retreated.
06/14/2021
Clients will be assessed as part of an in-depth consultation process to determine their suitability.
06/13/2021
Insurer remains part of the bidding process and has designs on the disgraced stockbroker’s wealth management arm
06/11/2021
Regulators press ahead with Wealth Connect
Chinese investors secure nod to open southbound investment accounts onshore
06/11/2021
Lombard Odier Partner Likes His Investments «On The Rocks»
In the world of sustainable finance «ice cubes» are those companies likely to gain the most from the transition to a carbon-neutral economy.
06/11/2021
Credit Suisse loses ground in prime broking after Archegos blow-up
Swiss bank suffered $5bn hit from collapse of Bill Hwang’s fund and pledged to rein in risk
06/11/2021
The wealth manager launched a decumulation service for clients in drawdown in April 2019.
06/10/2021
Advisor Group Successfully Partners with Five Wealth Management Practices
Growing Practices' Decisions to Join Advisor Group and SagePoint Driven by Flexible Technology, Practice Management Support and Expert Business Coaching
06/10/2021
“Game over” after nine months: Singapore private bankers feel pressure of big pay rises
This almost immediately heaps additional pressure on newly hired RMs.