12/04/2020
US wealth manager acquires three Aussie firms
Brady & Associates is a private client wealth management and accounting advisory practice headquartered in Sydney.
Wealth and Asset Management
12/04/2020
Union Bancaire Privée holds first close of UBP Private Debt Fund III
The target size is up to EUR 300 million, typically invested in debt transactions of EUR5–30 million with one- to three-year maturities.
12/04/2020
FORCE Wealth Partners with Mastermind for Investor Relations Strategy
Working with FORCE Wealth offers us the opportunity to get our message out to an elite segment of the investment community.
12/04/2020
Raymond James opens East London branch for Killik director
Simon Howland, who will lead the business, said that the current market environment can deliver ‘outsized returns’.
12/03/2020
Barings Expands Asia Pacific Operations
Office to Serve as Hub for SEA Investment Activities Lim to Head Singapore Office
12/03/2020
StanChart sets up global learning hub in Singapore to train, upskill 8,000 staff by 2022
Located at its Changi 1 campus, the bank said the lab aims to train and upskill 8,000 employees in Singapore by 2022.
12/03/2020
Only 4% made the most of lockdown falls in markets by investing more
Data from the Bank of England shows that long-term savings account interest rates have collapsed from already low rates as it looks to stimulate the economy.
12/03/2020
AssetMark Brings CIBC Private Wealth High-Net-Worth Solution to AssetMark Platform
This custom investment management and comprehensive wealth planning solution is competitively priced and accessible for wealthy individuals and families.
12/03/2020
Asia’s Great Wealth Transfer
Implications for the Wealth Management Community
12/03/2020
Reyl acquires Bern impact investing firm
This transaction fits perfectly with Asteria’s core strategic plan devised upon its creation in 2019.
12/03/2020
The World's Most Expensive First Release Whiskey
What is it about this single malt Irish Whiskey that justifies the exorbitant price tag?
12/03/2020
Pandemic attracts Asia’s wealthy to DPM
Banks want to grow their DPM businesses as they face pressure from low interest rates and increased competition from fintech and asset managers.
12/03/2020
Nomura's Asia hiring spree aims to boost wealth and fixed income
Chief Executive Officer Kentaro Okuda’s Asia push comes after his predecessor cut hundreds of jobs around the world to shore up profitability outside of Japan.
12/03/2020
M&A Bankers Shouldn’t Expect Long Christmas Break, JPMorgan Says
The value of global transactions has risen more than a third to $1.8 trillion since July, data compiled by Bloomberg show, in what has been a sharp recovery from the pandemic-hit first half.
12/03/2020
UBP raises CHF 120m for private debt fund
The fund will have further closures in 2021, targeted at institutional investors.
12/03/2020
HNW individuals and families look to support the economy through their business interests
The collection of individuals who were publicly open to higher wealth taxes explained that by taxing their wealth, the government could inject the funds into the economy in ways that benefit more of the population.
12/03/2020
Follow a structured process to phase capital into the equity market – Reyneke van Wyk
The fact is there are too many risks associated with trying to predict or ‘time’ the market he explains.
12/02/2020
Baumann & Cie: The circle of partners is getting smaller
The latest edition of the well-known “Customer Letter” from Baumann & Cie Banquiers is also a farewell note.
12/02/2020
Hang Seng launches HNW wealth management service
Bank opens exclusive centre for Signature customers at Central headquarters
12/02/2020
HSBC reaps environmental benefits of pandemic switch to remote advice
Since then, it has trained 640 advisors and relationship managers on remote interviews, carried out almost 11,000 Zoom appointments, and saved almost 900,000 sheets of paper.