06/08/2021
JP Morgan Asset Management launches Growth Equity Platform
The group will be focused on institutional and high-net-worth clients and will also have the ability to invest the firm's capital alongside investors.
Wealth and Asset Management
06/08/2021
The multilateral era of wealth management regulation is dead
Pershing director Linda Gibson believes that, post-Brexit, divergence is here to stay – and wealth managers will need to do their homework to keep up with the changes.
06/08/2021
Mashreq partners with Comarch to digitize wealth management and enhance customer experience
A comprehensive suite of new digital technologies as well as a strong client experience
06/08/2021
'The biggest wildcard is inflation' - Swiss Wealth Manager
Christian Gattiker, head of Research at Swiss Wealth Manager Julius Baer, assesses the market outlook for the remainder of 2021, highlighting investment trends that will come to the fore
06/08/2021
BMO Recognized at 2021 Responsible Investment Association Leadership Awards
BMO GAM was honoured in the Market Education category for the development and launch of the MyESGTM analytics tool.
06/08/2021
Morgan Stanley’s Portfolio Risk Platform Receives Additional Industry Recognition for Product Innovation
Firm Wins Aite Group’s 2021 Digital Innovation in Wealth Management Impact Innovation Award for Digital Client Engagement
06/08/2021
Credit Suisse's Taster of Archegos Losses
The spring 2020 incident prompted changes in risk-monitoring which still haven’t been fully implemented at the Swiss bank, the outlet reported.
06/07/2021
SIX Wins the “Best in Survey” Awards for Asset Servicing and Risk Management
SIX was again recognized by the distinguished Global Custodian Leaders in Custody Awards and besides the two main awards has won as well an “Outstanding Performer” award for the Western Europe region.
06/07/2021
Ex-1825 duo team up with multi-asset pair for new Raymond James firm
Tony Moss and Robert Goldschmidt have set up a new investment business, with multi-asset duo Simon Evan-Cook and David Jane sitting on its investment committee.
06/07/2021
Schroders brings together its private assets capabilities under Schroders Capital brand
Schroders is further delivering on its growth strategy with the launch of Schroders Capital, a new brand for all our private assets businesses.
06/07/2021
Review of the week: A changing tune
After an austere run for many years, the mood music for global companies seems to have stepped up a beat. Businesses are splashing the cash and investing for a new future.
06/07/2021
BNP Paribas AM launches ecosystem restoration fund
The new fund will be managed by Edward Lees and Ulrik Fugmann and will invest in companies focused on aquatic, terrestrial and urban ecosystem restoration.
06/07/2021
Citi (C) Hires Financial Advisers to Expand Wealth Management
Citigroup is focused on simplifying its business lines.
06/07/2021
Butterfield launches mortgage services
BUTTERFIELD is aiming to shake-up the mortgage markets in Guernsey and Jersey with the launch of a suite of new products.
06/07/2021
C Hoare & Co unveils new sustainable bank card
The eco-friendly cards will be introduced over a three-year period to avoid generating additional waste by replacing plastic cards before the end of their natural life cycle.
06/07/2021
Women’s Wealth Grows, Private Banks Respond
Top banks narrow the gender gap to better serve all investors.
06/07/2021
Hywin Reports Big Net Income Rise
Total net revenues in the quarter ended March 31, 2021 increased by 46.5% to RMB462.80 million (US$71.41 million) from RMB315.88 million in the same period of 2020.
06/04/2021
Three UBS advisors named to Forbes/SHOOK Top Women Wealth Advisors list
This year's list recognizes 1,000 women advisors across the US, who have been selected by SHOOK Research after undergoing extensive interviews covering areas such as client service, compliance and investing process.
06/04/2021
Funding for wealth management technology heats up
Interest in financial technological solutions driven by the ongoing Covid-19 pandemic and demand for better customer experiences
06/04/2021
Global wealth firm unveils private client arm in Australia
It previously only served the institutional market in the region