05/24/2021
The future of wealthtech in the GCC
Older generations are also becoming more exposed to technology solutions that commoditise product offerings
Wealth and Asset Management
05/24/2021
Credit Suisse Relocates Global PE Head to Hong Kong
Müller has almost a decade of experience with ultra-high net worth (UHNW) clients in the region, having previously worked with the likes of Rothschild and UBS’ wealth unit in Hong Kong.
05/24/2021
Bernstein Private Wealth Management Unveils New and Refreshed Online Presence
The new website has been designed to enhance the wealth and investment planning experience for clients by combining modern design with intuitive navigation
05/24/2021
Data analysis: The competitive advantage in wealth management
Pure robo-advisory models with fully automated digital advice usually address entirely new client segments – especially the mass market.
05/23/2021
Chinese see private wealth expand
Benefiting from the country's economic transformation and the development of the real economy, the structure of China's high net-worth population is becoming increasingly diversified, according to the report.
05/23/2021
Absa in 'sell-off talks'
A combination of the Absa business with the Sanlam-owned equivalent would become one of SA's largest money managers
05/21/2021
Close Brothers Trading Update
The annualised net interest margin was broadly stable on the first half3, as we maintained our pricing discipline.
05/21/2021
PIMFA launches their first industry awards to recognise companies promoting diversity and inclusion
The Award winners will be announced on 20 October 2021 and firms can submit their entries to the Awards here.
05/21/2021
Crestbridge receives further recognition
Winners are judged by a panel of independent experts from across the wealth management industry.
05/21/2021
Investec eyes UK wealth buys as assets surge past £40bn
Investec is looking to take advantage of consolidation opportunities following a strong year for its UK wealth business.
05/21/2021
Fledgling wealth boutique Progeny races from £1m to £1bn in four years
Established in 2016 as part of advice firm Progeny, the business’s AUM has risen rapidly from just £1m at the start of 2017.
05/21/2021
ETFs: a case for “look-through” data in risk management and beyond
Considering the continuous growth in assets allocated to ETFs—ESG-tilted ones in particular—this blog looks at some analytics consequences on institutional investors’ asset allocation and risk management processes.
05/21/2021
Coutts Wins Award for Responsible Investing
Accolade recognises the positive impact our clients’ investments have on the environment and society
05/21/2021
Five reasons to consider European high yield credit now
High yield corporate bonds should benefit from the economic recovery and can withstand further sharp rises in global yields.
05/21/2021
Schroders joins investor rebellion over FirstGroup deal
FirstGroup said on Tuesday it "followed a comprehensive and competitive process in order to seek the best possible price" for the assets.
05/21/2021
Waverton Investment Management win ‘UK Charity Team’ category at the 2021 Wealthbriefing European Awards
This category is highly contested with a small group of finalists and commended submissions chosen from a large pool of entrants before an ultimate winner is selected by the judges.
05/20/2021
Joshua Rubenstein Named Lawyer of the Year by Citywealth
Rubenstein was recognized for navigating his Private Wealth group throughout the global pandemic by providing a steady hand and offering innovative solutions as COVID-19 forced Katten's Private Wealth clients to prioritize planning.
05/20/2021
Japan’s Daiwa Plots China Expansion to Tap Wealth Management
Daiwa’s joint China venture is expected to start this month
05/20/2021
Investment Solutions Wealth Management makes third acquisition
Our plan puts the continuity of the client's financial planning journey at the forefront of everything we do.
05/20/2021
REYL Group named "Best European HNW team"
The award distinguishes REYL from its peers and rewards the constant achievements and innovation at the Group.