01/07/2021
Asset managers jumping at investors’ need for income
Funds launched to source yield from Asian equities and high-yield bonds
Wealth and Asset Management
01/07/2021
Maybank Private Head Carolyn Leng Surveys the Malaysian Wealth Management Scene
She has been rather successful this far – having joined only in 2019, she managed to grow the bank’s AUM and built the RM force, with plans to refine and expand ahead. Hubbis was fortunate to ‘meet’ up with her recently for an enga
01/07/2021
BLKB committed to the elderly
In the Basel area, the statistical office expects the number of very old people to double by 2045.
01/07/2021
JTC Private Office Features in the Superyacht Industry Book
The book explains how the industry works and how every relevant profession, from designer to shipyard to broker, relates to one another.
01/07/2021
2021: China's Year? Or China's Decade?
The liberalisation of the capital markets seen in China in recent years has also been accompanied by a stronger regulatory framework
01/07/2021
Financial Planner receives MBE
John’s fundraising efforts have helped raise more than £1 million, and he said he was stunned when he received an email about the New Year honour.
01/07/2021
J. Safra Sarasin Looms Large in Deal Hunt
By contrast, Julius Baer gobbled up at least 115 billion francs in assets via 13 deals.
01/06/2021
Global network enters UK market with IFA acquisition
It has wasted no time in getting a foothold in the UK after announcing in December 2020 that it had purchased three Australian advice firms.
01/06/2021
Associated Banc-Corp Enters Strategic Agreement with Rockefeller Capital Management
Rockefeller & Co. LLC to acquire Whitnell & Co. and further deepen its roots in Chicago
01/06/2021
Butterfield shortlisted for Citywealth and Private Banking Awards
Citywealth has additionally recognised Butterfield for excellence in private banking with a shortlisting for 2021 Private Bank of the Year – Channel Islands & Isle of Man.
01/06/2021
Shard Capital announces launch of Tennyson Equity Capital Markets Service.
The division will have nine employees
01/06/2021
HSBC plans to make UAE a global wealth management hub
Bank to double assets under management over three years
01/06/2021
Wealth manager secures millions in PE backing to pursue deals
Advanta Solutions employs around 60 staff and manages almost £500m in assets, a figure which has grown from £200m three years ago.
01/06/2021
RPA Extend Exclusive Wealth Management Partnership with Sanlam UK
During the last three years Sanlam UK have played an invaluable part in the support we offer our membership
01/06/2021
On the Macroeconomics of Covid-19 and the Risks That Will Be Left in its Wake
The discussion draws on ongoing work to be developed and published in the 2021 Latin American and Caribbean Macroeconomic Report, scheduled for publication in March.
01/05/2021
JPMorgan in Talks With China Bank on Wealth Venture
Global banks are moving into China as nation opens markets
01/05/2021
Wealth management firm set for 2021 growth with new Gateshead HQ
The office launch follows news in the summer of last year that the firm had acquired the North East IFA Pension Matters.
01/05/2021
J. Safra Sarasin acquires Private Banking Business of Bank of Montreal in Hong Kong and Singapore
The acquisition is expected to be completed during the course of the first half of 2021
01/05/2021
BLI - Banque de Luxembourg Investments and Conventum Asset Management are combining their activities
The teams’ formidable experience will be the foundation for the development of our business in a constantly-evolving market and regulatory environment.
01/05/2021
Liontrust appoints Sagittarius
The company has broadened its product range, including adding Sustainable Investment in April 2017 which has since increased its AuMA from £2.5 billion to £7.5 billion.