02/05/2021
‘Most M&A deals are failures’: AM leaders hold nothing back at summit
Highlights from the 2021 Citywire World of Asset Management CEO Summit.
Wealth and Asset Management
02/05/2021
Barclays CEO on the future of the City: 'Forget Frankfurt and Paris'
Staley said he did not support widespread deregulation to achieve this aim, saying the UK’s robust regulation system was a major strength not a weakness.
02/05/2021
Fisher Investments' US Private Client Group Passes $100 Billion in Assets Under Management
Firm's largest business unit now serves over 65,000 high net worth Americans
02/05/2021
Why are UK mid caps in such an M&A sweetspot right now?
UK-quoted companies are attracting good interest as global deal-making picks up again and FTSE 250 companies appear to be the candidates of choice.
02/05/2021
How can investors prepare for the unexpected?
Traditional approaches to volatility estimation and forecasting rely on multiple forms of filtering past or historical data through various kernels.
02/05/2021
ZEDRA Q4 2020 Market Update
The fact that UK equities were down almost 15% in 2020, despite this significant bounce, shows just how far they had fallen in the year and recorded their worse year since 2008.
02/05/2021
Accuro wins prestigious Wealthbriefing Swiss Awards 2021
I am delighted that our efforts to care for our staff while ensuring seamless client service delivery has been recognised.
02/04/2021
Canaccord Genuity Group Inc. Announces That HPS Will Invest in its UK Wealth Management Business
Proceeds to be used to fund a return of capital from the UK Wealth Management division to Canaccord Genuity Group Inc.
02/04/2021
WealthArc raises $4m
The firm has already integrated over 60 private banks from Switzerland
02/04/2021
Compelling opportunities in Japanese small-cap techs
What came first was a sharp increase in the number of independent directors, although the increase was not across the board.
02/04/2021
10 powerful women in professional services: Wealth industry
Alongside celebrating the achievements of women in leadership positions, the awards programme – now in its ninth year – also places the spotlights on the female leaders of tomorrow.
02/04/2021
Deutsche Bank announces 1 billion euros profit before tax in 2020
Six quarters of disciplined execution contributed to a significant reduction in transformation-related effects¹ in 2020
02/04/2021
Wealth Management: Monthly Market Summary – January 2021
Fourth quarter earnings continue to surprise as 80% of US companies beating expectations, so far.
02/04/2021
Bringing alternative strategies to the mass affluent market
Mass affluent retail investors are looking for income-generating strategies that can also deliver alpha—with returns that are not correlated to the broader markets—and are willing to live with less frequent liquidity without giving up transpar
02/04/2021
Avaloq crowned ‘Best Transaction Processing Solution’ provider
For the 2021 programme, the award’s judges commented on the strength of Avaloq’s submission, highlighting the evidence the firm provided on reversals and efficiency as well as the emphasis on the importance of both data integrity and speed.
02/04/2021
Canaccord Genuity Group Inc. Announces That HPS Will Invest in its UK Wealth Management Business
Proceeds to be used to fund a return of capital from the UK Wealth Management division to Canaccord Genuity Group Inc.
02/04/2021
Value Partners ties up with Chinese wealth manager
Italian firm Azimut and Korea's Mirae Asset are also expected to roll out private funds to qualified mainland investors.
02/04/2021
Zurich PB partners with Cyprus firm to create UAE wealth adviser
The new firm is expected to be operational by mid-2021.
02/04/2021
Amundi launches Amundi OCIO Solutions Division
The new offering is structured in order to help clients focus on their strategic goals, by shifting to Amundi some or all of the investment functions typically performed by an Investment Committee.
02/04/2021
Canaccord Genuity Group Inc. Reports Third Quarter Fiscal 2021 Results
Excluding significant items, Third quarter earnings per common share of $0.62 (1)