Managers of Wealth

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.

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.

Credit Suisse to exit domestic Austrian wealth management

The transition is expected to begin in the second quarter, the Swiss bank said.

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.

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

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.

Swiss Investors a Tough Nut to Crack for Banks

When it comes to risky investments such as Bitcoin, the Swiss population remains rather cautious.

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.’

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.

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.

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.

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

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

Putnam Consulting Group Named 2020 Philanthropy Advisor of the Year

Philanthropy played a pivotal role in responding to the multiple crises of 2020.

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”.

Schroders presents a virtual Media Masterclass: Sustainability - Expect more than returns

Schroders presents Sustainability: Expect more than returns, a Sustainability Masterclass virtual event, taking place on Wednesday 31 March 2021 for members of the media.

The Wealth Gains That Made 2020 a Banner Year for the Richest 1%

Top group added $4 trillion, more than a third of new wealth

Tilney Smith & Williamson eyes significant opportunities with European advice firms in post-Brexit landscape

Wealth manager Tilney Smith & Williamson is eyeing significant new business opportunities in Europe following the UK’s departure from Europe’s regulatory framework.

Crestbridge Family Office Services Head recognised for ‘shaping the private wealth industry’

International Women’s Day provides a reminder that a business can only thrive if it provides equal opportunities for its people to contribute and grow.

Hiring hoteliers as bankers: JP Morgan Swiss PB CEO is expanding in Zurich

Keeping up with the next generation starts at home for Gianini, with his children.

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Wealth and Asset Management