10/01/2020
IQ-EQ shortlisted for service excellence in International Investment Awards
The winners of the 2020 awards will be revealed at the virtual awards ceremony in October!
Wealth and Asset Management
10/01/2020
Schroders Personal Wealth teams up with software firm
The partnership announcement follows a joint webinar held by Artesian and Schroders during which it was uncovered that whilst COVID-19 understandably remains top of mind for many business leaders, it’s not the biggest trend impacting wealth manageme
10/01/2020
7IM snaps up London wealth firm in £2bn AUM boost
The deal, which sees PWM retain its independence, was shelved in March following the impact of the Coronavirus.
10/01/2020
Uruguay wants to become key hub for world's UHNW
In early June, as many countries around the world were grappling with a potential second wave of coronavirus infections, Uruguay was adopting measures to attract wealthy foreigners to its shores. The country has warded off the coronavirus better than any
10/01/2020
LGT completes LGT Vestra acquisition
The firm has 362 staff (March 2016: 234) and offices in London, Bristol and Jersey.
10/01/2020
UBS and Banco do Brasil Launch UBS BB Investment Bank and Unveil the Firm’s Leadership Team
UBS BB will provide investment banking services in Brazil, Argentina, Chile, Peru, Paraguay and Uruguay and institutional securities brokerage in Brazil.
10/01/2020
Mirabaud Asset Management’s private equity vehicle acquires stake in Alain Ducasse Group
Alain Ducasse and Mirabaud Asset Management have signed a strategic agreement, making Mirabaud Patrimoine Vivant a reference shareholder of the Ducasse Group alongside Alain Ducasse, who remains the company’s controlling shareholder.
10/01/2020
Fairway Wealth Management To Join Focus
Fairway will be the second Focus partner firm based in Ohio, further expanding the Focus partnership in the Midwest.
10/01/2020
Hong Kong: After the Last Credit Card is Gone
Swiss wealth managers and private banks will find life difficult in a Hong Kong riveted by the tense U.S./China stand-off, a slumping economy, and the new national security law.
10/01/2020
Wealth management startup secures $2m funding for North America expansion
In addition, the firm will use the investment to support launch its retail investor wallet by the end of 2020.
09/30/2020
Avaloq connects with Enterprise Bot
Enterprise Bot uses a pre-integrated system to establish an AI customer service agent for Avaloq’s banking and wealth management clients.
09/30/2020
Wealth management for all? Rosecut launches free tools previously reserved for high-net-worths
Once the wealth balance sheet has established an investor’s level of liquid wealth and thus their assets available to invest, the cash flow projection provides a visualisation of the current trajectory of their financial position over time
09/30/2020
Bank J. Safra Sarasin launches new Responsible India fund
The Fund invests in high quality growth stocks, and is advised by UTI, a leading pioneer in India’s asset management industry.
09/30/2020
Invesco launches currency-hedged versions of Physical Gold ETC
Currency fluctuations can have a material impact on investors.
09/30/2020
Wealth Management in Indonesia – Enormous Opportunities & Great Challenges
The same applies to the pensions and insurance market, where there are enormous funding and protection gaps throughout the entire population.
09/30/2020
IQ-EQ awarded Bronze Diversity Mark
This accreditation looks to award organisations who demonstrate and highlight their commitment to advancing diversity within their workplace.
09/30/2020
Sanne acquires Deutsche Trust Company Limited Japan
The transaction is expected to be completed by 30 September 2020 and Deutsche Trust will change their company name and continue to operate its trust business under "Sanne Group Japan Trust Company".
09/30/2020
Credit Suisse to cut jobs in Gulf in wealth management overhaul
Around 20 people to be let go by the banking giant, mainly in Dubai
09/30/2020
Three Hightower Advisors Honored on Working Mother's 2020 List of Top Wealth Advisor Moms
Additionally, Hightower was included on the Inc. 5000, a list of the fastest-growing companies in the U.S., was #3 on Barron's list of the Top RIA Firms.
09/30/2020
EFG sells Ticino retail business and starts partnership
A committee will be established to explore future collaborations in the region.