04/01/2021
Last Chance for Credit Suisse
The disaster pile-up by Credit Suisse causing billions in losses leads to a single conclusion: the Swiss bank needs a major strategy overhaul under new oversight.
Wealth and Asset Management
04/01/2021
Sustainable Investment Report 2020: "people want to see change"
In a foreword to our annual Sustainable Investment Report, our group chief executive Peter Harrison explains how 2020 changed the way people feel about sustainability.
04/01/2021
Utmost Group announces the proposed acquisition of Quilter International from Quilter plc for £483m
Quilter International will become a part of Utmost International, the international life assurance business of Utmost Group
03/31/2021
James Hay ramps up Nucleus bid by changing takeover strategy
James Hay is set to acquire Nucleus by way of a recommended takeover offer, as opposed to its original plan of using a scheme of arrangement, in order to increase its chance of snapping up the rival platform.
03/31/2021
New Kingswood boss outlines future acquisitions
Kingswood has acquired five advice companies in the past two years, backed by the capital of its private equity backers, who hold a stake.
03/31/2021
HNW investors' demand for private equity growing
HNW investors’ growing private equity allocations
03/31/2021
JPMAM China wealth partnership launches fund
A week after the asset manager took a 10% stake in the Shenzhen-based firm
03/31/2021
Schroders publishes its fifth consecutive Gender Pay Gap Report
The pay gap is predominantly the result of a role gap driven by lack of women in senior management and other higher-paid roles, particularly in the investment side of the business.
03/31/2021
EFG International publishes the agenda for its Annual General Meeting and announces the closing of the transfer of its Ticino-based retail business
Safeguarding the health and safety of our shareholders and employees is our top priority.
03/31/2021
Envestnet | PMC's Private Wealth Consulting Service Enables Advisors to Outsource Portfolio Management for High-Net-Worth Clients
PMC Broadens Suite of Services for High-Net-Worth Clientele with High-Touch, Customized Portfolio Solutions & Overlay Features
03/31/2021
Wealth Management: Market Perspective
Central banks are not ready to sanction tighter policy
03/31/2021
Private bank launches sustainable funds
The firm also launched another fund in September 2020.
03/31/2021
UBS Singed by Archegos
Yet the Swiss bank was mum as its crosstown rival Credit Suisse warned of a major hit against its first-quarter results.
03/31/2021
UniCredit investors urged to reject Orcel's pay package
For the first year alone, the variable compensation is not subject to any performance conditions or claw-back clauses.
03/31/2021
We have acquired CSW
Lumin Wealth is a financial advice and discretionary fund manager firm based in St Albans and London.
03/31/2021
Yves Mirabaud: «We May Seem Old-Fashioned»
This observation may seem accurate compared to 2019 and 2018, which were both marked by extraordinary revenue.
03/30/2021
Malaysia’s Affin Hwang AM partners with Schroders for climate change strategy
Affin Hwang AM's feeder fund invests at least 80% of its assets into the Schroder ISF Global Climate Change Equity Fund.
03/30/2021
Two UBS advisors in the Northeast Private Wealth Market named to the Forbes/SHOOK Top Women Wealth Advisors list
Andrea joined UBS Private Wealth Management in 2015.
03/30/2021
Forbes Recognizes Seven Northwestern Mutual Advisors on Annual Top Women Wealth Advisors List
Forbes recognizes the top women advisors in America based on an algorithm of qualitative and quantitative criteria
03/30/2021
Four strategies to help ensure a smooth wealth transfer
The saying ‘from rags to rags in three generations’ is often rolled out when discussing troubles that can be encountered when passing family wealth from one generation to the next.