05/18/2021
Edmond de Rothschild plans to double assets in deals push
President Ariane de Rothschild sets out ambitions as Amundi’s chair Yves Perrier joins board
Wealth and Asset Management
05/18/2021
Citi Has Hired 650 Wealth Professionals for Asia Operations in 2021
Citi added more than $5 billion in net new money in Asia in the first quarter, marking one of the bank's strongest quarters on record.
05/18/2021
Swiss giant enters UK market with adviser purchase
Lumin's management is committed to develop the company further together with their new partners.
05/18/2021
The modern investor’s manifesto by Tim Price
Base money creation is inherently inflationary.
05/18/2021
Arbuthnot Latham's Manchester office reports record growth
This includes Arbuthnot’s specialist finance and asset-based lending businesses, which are also based in Manchester.
05/18/2021
Morgan Stanley Wealth Management Launches Racial Equity Investing Tool Kit
According to a survey conducted by Morgan Stanley Institute for Sustainable Investing, 71% of individual investors identify multicultural diversity, which incorporates elements of race, ethnicity and culture, as an area of interest for their investment po
05/17/2021
HSBC hopes to double profit from rich Hong Kong customers in five years by tapping Wealth Management Connect scheme
An HSBC survey found 82 per cent of respondents were interested in the upcoming cross-border investment channel
05/17/2021
The problem with a wealth tax? There are not enough rich people
IMF report urges Government to raise more tax for public investment, but who will pay?
05/17/2021
Arbuthnot Latham's Manchester office reports record growth as balance sheet soars
The Manchester office celebrates its fifth anniversary this week
05/17/2021
Banque Cramer's AUM grow as operating expenses fall
The firm’s revenues also rose by 3%, reaching CHF 39.7m for 2020.
05/17/2021
HSBC hopes to double profit from rich Hong Kong customers in five years by tapping Wealth Management Connect scheme
The largest of the three note-issuing banks in Hong Kong will double its headcount in the wealth management business in the same period, adding 400 new staff this year.
05/17/2021
Will you reach your remarkable?
Adrian Starr, a wealth manager at Peregrine Wealth, explains why achieving your financial goals comes from a blend of financial planning and wealth management.
05/17/2021
EFG Bank’s Richard Straus on the Value of Client Engagement and the Values of ‘Real’ Communication
The bank kept the momentum going during the pandemic and has demonstrates its operational and financial resilience.
05/17/2021
Pictet AM merges two local currency EM debt funds
The asset manager decided to merge away its regional strategy because of the fund's small asset base.
05/17/2021
Swiss private banks at odds with clients over ESG
Switzerland used to be a place where the rich came with their money to escape the world’s problems, not to confront them.
05/14/2021
M&G in full bloom after Schroders takes a look
Among those could be Phoenix, which has a track record of successfully buying businesses and making savings and has been diversifying from closed books of business into other areas.
05/14/2021
UBS shuts fund
Last year, UBS delisted its ETFs from the ASX, which included nine funds with about $300 million in assets.
05/14/2021
Seven asset management firms join FLX
The seven new investment management firms on the FLX platform bring the total number of asset managers on FLX to 28, representing USD56 billion in combined assets under management.
05/14/2021
Jan Brzezek: "A partnership with UBS would be very plausible"
At Crypto Finance, we of course welcome this development, although it is a logical step in itself.
05/14/2021
Insigneo in talks to buy Citi’s Uruguay offshore wealth biz
If the deal goes ahead, it would be Insigneo’s first major acquisition and could add dozens of Latin American advisors to its ranks.