07/13/2020
Bridgepoint merger with EQT Credit implemented with Crestbridge providing fund and management company services
This transaction is one the largest in the Credit industry this year
Wealth and Asset Management
07/13/2020
Pictet raises CHF 1.1bn for private equity fund of funds
Pictet created the Monte Rosa franchise in 2008 to offer private equity investments to a wide range of clients.
07/13/2020
Pictet partner declares bank’s support for Collardi
Collardi is the managing partner who is responsible for Asia, which is a key growth market for Pictet.
07/13/2020
HK and UK-based boutique targets international clients
It has taken over Strabens Hall’s business in the SAR and works closely with the firm in the UK.
07/13/2020
Close Brothers Asset Management’s Mayfair office passes GBP1bn in AUM
We’re a growing business and one of our core beliefs is that clients deserve choice and convenience.
07/13/2020
4 Imperatives Investment & Wealth Managers Have to Deliver to Transform Distribution
Firms are now turning their attention to how they can retain some of the benefits of remote working, while also addressing the challenge of developing new client relationships.
07/12/2020
Role of wealth managers in high net worth wealth management
Wealth management is a crucial task and in today’s scenarios, wealthy families around the world are having time crunch because of the various situations prevails around them constraints from managing their wealth properly. T
07/12/2020
Who wins, who loses in China’s plans for a Greater Bay Area wealth management hub?
Banks with large retail market share on the mainland and offshore likely to be beneficiaries
07/10/2020
These are the top bankers at Credit Suisse
This shows that with CS the air for women is still thin the higher they rise.
07/10/2020
Conyers gains Chambers recognition
The Chambers High Net Worth guide serves as a directory for the private wealth market and is used by family offices and professional wealth advisers.
07/10/2020
Pictet Alternative Advisors closes Monte Rosa V on USD1.164bn
Close to 20 per cent of the fund will be deployed in co-investments and secondary transactions. At the time of closing, the programme was 50 per cent committed already.
07/10/2020
Wealth firm director champions women with new planning firm
Bri Wealth Management financial planning director Hannah Edwards has set up Worcester-based Eva Capital Management.
07/10/2020
Gold to benefit if China recovers strongly from second virus wave: Goldman
Increased safe-haven buying has pushed spot gold prices 18% higher so far this year, and it breached the key $1,800 an ounce level this week — the highest since Sept. 2011. [GOL/]
07/10/2020
Peter Harrison: UK business needs a £30bn equity injection
The winning companies of tomorrow need help to survive today.
07/10/2020
Druces’ Private Client team wins prestigious Chambers Directory ranking
These accolades mark another milestone in the growth of the Private Client team at Druces
07/10/2020
Future looks rosy for wealth management
The agency believed that the equities may continue suffering funding outflows.
07/10/2020
Beating the odds: Adviser launches firm in two countries amid pandemic
Charlton Wealth Management
07/10/2020
Is a wealth tax on the cards for the UK?
As economic activity continues to pick up, an obvious question springs to mind: who will pick up the tab?
07/09/2020
Eaton Vance’s RIA Nears $10B With WaterOak Deal
The companies did not disclose other terms of their deal, which remains contingent on certain closing conditions.
07/09/2020
World Wealth Report 2020: North America Surpasses Asia-Pacific in High Net Worth Individual Wealth Growth for First Time in Eight Years While COVID-19 Brings Uncertainty
High net worth individuals show interest in sustainable investing, scrutinize fees and want hyper-personalization