03/25/2021
Q&A with Martin Gilbert: The future of wealth & asset management, the legacy of Covid-19 and lessons from Woodford
How will the industry shape up post-pandemic?
Wealth and Asset Management
03/25/2021
Why are private fund structures so attractive to HNWI and family offices?
Family offices, high net worth individuals and wealthy families are increasingly considering private fund structures to hold their investments.
03/25/2021
Are you meeting the needs of vulnerable clients?
Recent studies have shown that vulnerability can be exacerbated by the processes of firms if it isn’t taken into account.
03/25/2021
Should we call impact investing what it really is? Philanthropy.
Today in a complex regulatory market, Donor Advised Funds provide enormous flexibility around donations, possible tax reliefs and the onward distribution of investment of that gift.
03/25/2021
Lugano AM teams up with wealth manager to manage fund
BlueStar will work with House of Wealth to manage a long-short European equity fund.
03/24/2021
Fairstone's PE Backing Named Deal Of The Month
The investment from TA Associates will support the company's growth plans alongside current backer Synova.
03/24/2021
Hong Kong managers back Wealth Management Connect
A further 63% of respondents said that the WMC would positively impact their business and 20% of those respondents expect their business to grow between 10 and 20% as a result of the initiative.
03/24/2021
Credit Suisse to exit domestic Austrian wealth management
The transition is expected to begin in the second quarter, the Swiss bank said.
03/24/2021
Citi Launches Automated Securities Lending Solution for Wealth Managers
Partnering with Sharegain allows us to provide a digital securities lending solution that is flexible, scalable and easily integrates with our clients’ existing systems.
03/24/2021
ZEDRA enhances Funds Services in Luxembourg with milestone acquisition
The acquisition strengthens and compliments ZEDRA’s existing fund and related corporate service offering in Luxembourg
03/24/2021
Credit Suisse: Madhouse on Paradeplatz
The future CS Chairman António Horta-Osório is facing a Herculean task the size of which he hardly has been anticipating.
03/24/2021
Swiss Investors a Tough Nut to Crack for Banks
When it comes to risky investments such as Bitcoin, the Swiss population remains rather cautious.
03/24/2021
Exclusive: Liechtenstein IAM liquidated
The FMA said the company’s ‘authorisation under the Asset Management Act expired by written waiver as of 28 October 2020.’
03/24/2021
Sovereign Group acquires Gibraltar firm
The rebranded entity will trade alongside Sovereign’s own trust and company management division, under the management of Sovereign Trust (Gibraltar) Managing Director, John Blake.
03/24/2021
Edmond de Rothschild's Profits Rise
A high volume of transactions fed into recurring revenue in both its main arms, private banking and asset management.
03/24/2021
UK Wealth Management Under the Lens: Competitive Dynamics and Trends
In 2020, the market has continued its growth in terms of assets but experiencing lower profitability.
03/24/2021
The Mauritius foundation: charitable giving built on strong foundations
A tax efficient method to achieve philanthropic goals: An attractive feature of the Mauritius foundation is that it is automatically exempt from tax
03/24/2021
Brewin Dolphin Extends Long-term Strategic Partnership with SEI
The re-contract reflects significant collaboration between SEI and Brewin Dolphin over the last 12 months
03/24/2021
Putnam Consulting Group Named 2020 Philanthropy Advisor of the Year
Philanthropy played a pivotal role in responding to the multiple crises of 2020.
03/24/2021
Sustainable Investing: no longer just a space for the Next Gen – Mona Shah
The reasons for this growing appetite for ESG investing, said Mona, are to do with education. “Before, families weren’t sure where to start - how to define their values and how to manifest them in their portfolios”.