01/14/2021
Brooks Macdonald hits record £15.5bn as outflows narrow
Brooks’ assets under management rose by 13.6% in the final three months of the year as outflows moderated.
Wealth and Asset Management
01/14/2021
EFG readies AT1 with eye on capital enhancement
The AT1 is being launched in conjunction with an any-and-all tender offer for EFG's US$400m 5% Tier 2 notes, which mature in 2027 and are callable in April 2022.
01/14/2021
Quilter CEO reflects on year of change
As with many wealth managers in the Covid-19 era, the FTSE 250 group reports having grown trust and engagement with its existing client base, but has struggled to win new investors amid lockdown measures and social-distancing rules.
01/14/2021
Pictet sells headquarters to Deka and plans new 'campus'
The transaction is subject to approval by local authorities.
01/14/2021
Lugano wealth managers enter strategic partnership
The management teams will collaborate closely, under Michele de Michelis’s lead.
01/14/2021
Top 10 Predictions for Wealth Management in 2021: Aite Group
Pirker predicted a continuation of digital transformation trends in 2021.
01/14/2021
Arbuthnot Latham Adopts White Label Technology From smartTrade
Arbuthnot Latham was looking to integrate a solution into its existing offering which would be user-friendly and practical for clients whilst meeting the bank’s requirements for functionality and security.
01/14/2021
With recovery comes opportunity
We are optimistic for corporate credit’s medium-term outlook and we like the carry aspect it provides.
01/14/2021
70% of finance industry say their firm lacks ESG commitment
Only two-in-10 professionals believe their company is dedicated to ethical finance policies
01/14/2021
DeVere launches equity fund with Columbia Threadneedle Investments
This, together with our existing suite of products from major global financial institutions, will help best-position our clients to be able to achieve their medium to long-term financial objectives.
01/14/2021
Is 2021, the year of the phoenix?
2021 stands to be the ‘year of the phoenix’, with a strong rebound in global GDP and corporate earnings in 2021 linked to the unrolling of vaccines and substantial policy support.
01/13/2021
Schroders partners with Citi to offer clients new DFM solution via Cazenove Capita
Schroders and Citi are today announcing a strategic partnership to launch a bespoke Discretionary Fund Management service for Citigold, the Bank’s mass affluent clients across the UK and select international markets.
01/13/2021
Free advice on ESG to encourage clients towards socially responsible investments
In June last year, deVere revealed that 26% of clients around the world are eyeing exposure to or are now part of the ESG megatrend.
01/13/2021
New Prime Central London serviced accommodation investment company launches
Wetherby will be operating exclusively in one of Europe’s fastest growing residential classes, Serviced Accommodation.
01/13/2021
ESG Portfolio Service for intermediaries
This is an opportunity for your clients to invest responsibly while still aiming for positive returns.
01/13/2021
Westwood Holdings Group Selects Northern Trust as Outsourced Trading Partner
Our capabilities are a great fit for an investment manager
01/13/2021
Campden Wealth and GDA Group Announce Strategic Partnership
This partnership between two organizations, once operating in different verticals, signals a new era of portfolio allocation and asset diversification.
01/13/2021
Nicola Wealth Gains Benchstrength with Stallion Financial Onboard
Nicola Wealth brings on Vaughan firm to further grow presence in Ontario
01/13/2021
LGT is a "Great Place to Work"
LGT Bank in Liechtenstein and Switzerland were designated a Great Place to Work by the renowned institute of the same name.
01/13/2021
Amundi and BNY Mellon Announce Strategic Alliance to Power Investment Lifecycle
Covering note and multiplier tables for public service pensions in 2021.