11/12/2020
IQ-EQ shortlisted in Funds Europe Awards for 2020
Winners will be announced at the Funds Europe virtual awards ceremony later this month.
Wealth and Asset Management
11/12/2020
DBS Private Bank sees strong demand for family-office services
The family offices that DBS PB has helped to establish have on average assets of around US$150 million.
11/12/2020
Swiss wealth manager's key shareholder is handing over to the third generation
EFG today also provides an update on its financial performance and announces changes to its Board of Directors.
11/12/2020
Julius Baer in Dubai moves to a new flagship address in the Dubai International Financial Centre
The contemporary corporate workspace designed with sustainability in mind has an expansive client reception area with seven meeting rooms and three boardrooms with state-of-the-art facilities and excellent infrastructure
11/12/2020
Hartey Wealth Management celebrates standards
Achieving these two standards is considered a high benchmark for the industry, with only 24 out of more than 5,500 financial advisory firms in the UK achieving both.
11/12/2020
Sanlam Investments partners up with Robeco on sustainable investing
Together, our mission is to enable clients to achieve their financial and sustainability goals by providing superior investment returns and solutions.
11/12/2020
Cidel wins “Digital lnnovator of the Year” Award
It is this commitment to innovation and excellence that has allowed the bank to become a key player in the UHNW space, and consequently to win such a coveted award.
11/12/2020
Why are wealth managers looking to the Channel Islands in these tumultuous times?
The country has established a reputation as a leading investment and wealth management hub, backed by a transparent judicial system and stable political system.
11/12/2020
The Wealth Mosaic releases its UK Wealth Technology Landscape Report 2020
Alongside a directory of 676 solution providers, the report features 20 informative articles and interviews and more than 30 featured solution provider profiles.
11/12/2020
Berenberg European equities funds mark three years of outperformance
Both funds are managed by veteran European equities investor Matthias Born, who has grown assets under management (AUM) in these strategies to over EUR538 million (GBP461 million) and EUR111 million (GBP103 million) respectively.
11/12/2020
Uruguay wealth shop bags Indosuez advisor for Brazil team
Aqua WM runs $1 billion in assets for clients in Brazil, Argentina, Uruguay and Paraguay.
11/11/2020
Westpac NZ and Forsyth Barr confirm strategic wealth management partnership
As a result, 32 members of Westpac NZ’s wealth advisory and operations team will join Forsyth Barr.
11/11/2020
Changes to EFG’s Executive Committee
As part of the long-term succession planning, John S. Latsis will take over the role as principal representative of the majority shareholder.
11/11/2020
Swiss giant ‘open’ to wealth management M&A deals
Consolidation is needed and will happen," he told a Bloomberg financial conference.
11/11/2020
Swiss private bank opens German branch to boost AM presence
Up until now, the firm had been serving German clients from Zurich, but having a local office will help boost the institutional client business, according to a statement released by UBP.
11/11/2020
In Wealth Deals, Buyers Adopt New Deference
In the most recent deals, buyers are showing never-before-seen levels of deference to targets.
11/11/2020
Is your fund administration on the right side of the digital divide?
This is leading to a widening gap between the digital ‘haves’ and ‘have nots’ – a gap that has been exposed by the pressures of Covid-19.
11/10/2020
Surge in high net worth Gulf nationals in the UK
Population hit a five-year high with a 28% rise since 2014
11/10/2020
Digital wealth manager Nutmeg customers surge past 100,000
This year Nutmeg upped its digital footprint becoming the first wealth manager to offer customers the ability to top up their investments using Google and Apple Pay.
11/10/2020
Citi Says Return to Certainty Spells Time to Put Cash to Work
The Citi strategists said investors should consider investing in “leave home” trades in the U.S.