12/21/2020
Schroders completes acquisition of wealth management family office specialist
The founder of Sandaire, Alex Scott has remained with the business and taken the role of Chair of Schroders Global Family Office Services.
Wealth and Asset Management
12/21/2020
Lessons from 2020
Academics have argued for years that the US is past its best.
12/18/2020
Just One Third of Global Asset Managers Have Completed Their Digital Transformation Projects
The survey highlighted that the majority (84%) of asset managers have lost investors to digital-first disruptive competitors in the previous 12 months.
12/18/2020
IQ-EQ assists Cordovan Capital Management with first institutional fund launch
The new fund is aiming for its first close imminently and will be targeting a total AUM value of £50 million.
12/18/2020
Life at Ocorian with Natacha Kay
Ocorian have been a great company to grow into a career with.
12/18/2020
Schroder BSC Social Impact Trust announces IPO
Schroder BSC Social Impact Trust plc has today announced that it has raised gross proceeds of £75 million.
12/18/2020
Ocorian shortlisted in three categories in Citywealth IFC Awards 2021
Judged by an international panel of highly respected practitioners from all private wealth sectors covering all the jurisdictions, the winners are those judged to have excelled in achievement, innovation, expertise and service.
12/18/2020
Private Wealth Financing Sustainability - Guernsey case studies
Guernsey has also been forefront in the development of world-leading green products and services - including launching the world's first green fund regime in 2018.
12/18/2020
For UBS, Big Is Beautiful in Asset Management
Instead, the U.S. bank – which manages $2.6 trillion – was beaten to the punch on buying the mutual fund boutique by hometown rival Morgan Stanley, which manages $1.2 trillion.
12/18/2020
MAST 2021 Outlook: The Great Normalization
After a challenging 2020, we are optimistic 2021 will be much better although it may take a few months to get the pieces in place for a pronounced recovery.
12/18/2020
Use the Christmas period to get on top of your finances
Now is the time to take stock and make sure you’re financially fit for the coming year
12/18/2020
Are you leaving town?
Their motivation will more driven by virus fears, avoiding crowds and increasing crime rates.
12/18/2020
Schroders completes acquisition of multi-family office Sandaire
The deal, first announced in September, has achieved regulatory approval.
12/18/2020
Schroders gets £75m minimum for first UK social impact trust
The trust offers investors a low real rate of return but the prospect of doing good with their money.
12/17/2020
New Realities in Wealth Management: Growth Amplifies Prior to the Storm
Aite Group estimates total client assets to have reached US$29.1 trillion at the end of Q3 2020, up 3% from 2019.
12/17/2020
Swiss Private Banks Cope With New Shelf Life
The deal marks a new wave in the prevailing merger and acquisition trend in the lucrative business.
12/17/2020
Swiss private banks with an expiration date
A clear trend emerges from the various transactions over the past 18 months
12/17/2020
WATCH: Citibank Singapore aims to hire 330 relationship managers by 2025 for its largest wealth hub
Citi has an enormous opportunity to serve the growing affluent segment in Singapore.
12/16/2020
Markets Slowed on Brexit Uncertainty
There was mixed news in the US, as jobs data and COVID-19 case numbers pointed towards the ongoing damage created by the pandemic.
12/16/2020
Citi Registers Record-High Wealth Inflows in APAC
The Asia Pacific wealth market stands out in its scale and growth potential.