06/04/2020
Swiss family offices found investment firm with German medical company
Sibylle Peter, the founder of YSMA, will sit on the board of directors
Wealth and Asset Management
06/04/2020
Covid-19’s meteoric impact has accelerated a new tech age
What is undeniably clear in the post Covid-19 age is that companies that do not leverage on new technologies might not remain competitive relative to new entrants.
06/04/2020
Tilney continues to hire during pandemic
Tilney successfully migrated to a remote working model ahead of the lockdown in mid-March, utilising secure technology to enable its financial planners and investment managers’ full access to its systems from home during the COVID19 pandemic.
06/03/2020
Coutts is one big family in its heritage-led rebrand
FutureBrand has overhauled Coutts’ visual identity, replacing its “unapproachable” image with branding that emphasises its family and historical roots
06/03/2020
Pictet expands equity range with family-focused fund
Swiss group launches new strategy designed to tap opportunities provided by family-owned stocks.
06/03/2020
How Wealth Managers Helped Millionaire Clients Grow Richer During Lockdown
Even before coronaviruas was declared a pandemic, wealth managers and private bankers were preparing for the storm.
06/03/2020
Thomas Miller buy helps Canaccord weather Q1 storm
Revenue at Canaccord Genuity’s European wealth division climbed 8% in Q1 as higher turnover and its 2019 purchase of Thomas Miller helped offset tumbling assets.
06/02/2020
Charles Stanley pauses financial planner hiring drive
The business has set target revenues of £350,000 per financial planner per annum, excluding investment management fees, as it looks to move the division into profitability.
06/02/2020
Planning for all eventualities can cushion you from the shock of a crisis – Susie Hillier
Modelling affords clients clearer visibility of what’s to come
06/02/2020
Banque Syz expands into Turkey
Banque Syz has four offices in Switzerland and two other representative offices abroad, in South Africa and the United States of America.
06/02/2020
Private Swiss Bank Rolls Out New Premium Crypto Trading Service
Maerki Baumann’s clientele includes institutional investors and high-net-worth individuals (HNWIs).
06/02/2020
Apollon Wealth Management Partners inks partnership
In addition, the new partnership will enable Apollon to offer its clients access to Podesta’s proprietary stock analysis and investment modeling.
06/02/2020
Mattioli boss takes further salary cut
This is expected to create an annual saving of £400,000.
06/01/2020
Relaxation of lockdown gives investors hope
We continue to conduct extensive analysis looking for those businesses which have been unfairly treated and which we are confident can return to their pre-crisis positions.
06/01/2020
The democratisation of wealth management
Not the strongest that survives, nor the most intelligent; but the one most adaptable to change
06/01/2020
Quilter wraps up odd-lot offer
Quilter, previously called Old Mutual Wealth Management, was unbundled and listed on the London Stock Exchange by Old Mutual in 2018 as part of the managed separation of its component businesses.
06/01/2020
Sequoia to acquire wealth group
In revenue terms, it translates to an additional $4 million of gross revenue and EBITDA of 400,000 in FY21, SEQ estimates.
06/01/2020
Zedra Fund Services report little fallout from Covid-19
ZEDRA Fund Services is optimistic about the broader range of new business opportunities that could arise, in particular seeing private funds as a significant growth area
06/01/2020
How Relationship Managers still hold the keys to wealth management success post-COVID
The sooner wealth management executives come to realise that the saviour amid all of this uncertainty is the technology-enabled relationship manager, the better for everyone.
06/01/2020
AFH pauses acquisitions for second time in 10 months
In today's update the company said: "Following a period of consolidation, the group is continuing to focus on cash generation and organic growth.