02/05/2021
Global Market Insights - WHIreland Wealth Management
Our key concerns remain the risk and role of fixed interest in portfolios and signs of a rising bubble in some areas of the stock market.
Wealth and Asset Management
02/05/2021
Deutsche Bank: Tightening The Credit Nozzle
The ex-Credit Suisse banker was poached in 2018 and advanced to the top less than a year later.
02/05/2021
Why women need a financial adviser in their power team
Adding a financial adviser to your inner circle can have financial and non-financial benefits
02/05/2021
Schroders awarded significant infrastructure investment accolade
Best Communication’ was awarded to GPs who kept LPs updated on their portfolios and risk in the most effective and transparent manner.
02/05/2021
Schroders as founding members celebrate 75 signatories of the Change the Race Ratio
The Change the Race Ratio, of which Schroders was one of the first signatories and a founding partner, has reached 75 signatories as the campaign to increase racial and ethnic participation in British business continues to gain traction.
02/05/2021
Credit Suisse Was Alerted to Private Banker’s Misconduct Years Before Criminal Charges
Regulatory report says some executives turned a blind eye to fraud. Credit Suisse says it revealed nothing incriminating against the bank.
02/05/2021
‘Most M&A deals are failures’: AM leaders hold nothing back at summit
Highlights from the 2021 Citywire World of Asset Management CEO Summit.
02/05/2021
Barclays CEO on the future of the City: 'Forget Frankfurt and Paris'
Staley said he did not support widespread deregulation to achieve this aim, saying the UK’s robust regulation system was a major strength not a weakness.
02/05/2021
Fisher Investments' US Private Client Group Passes $100 Billion in Assets Under Management
Firm's largest business unit now serves over 65,000 high net worth Americans
02/05/2021
Why are UK mid caps in such an M&A sweetspot right now?
UK-quoted companies are attracting good interest as global deal-making picks up again and FTSE 250 companies appear to be the candidates of choice.
02/05/2021
How can investors prepare for the unexpected?
Traditional approaches to volatility estimation and forecasting rely on multiple forms of filtering past or historical data through various kernels.
02/05/2021
ZEDRA Q4 2020 Market Update
The fact that UK equities were down almost 15% in 2020, despite this significant bounce, shows just how far they had fallen in the year and recorded their worse year since 2008.
02/05/2021
Accuro wins prestigious Wealthbriefing Swiss Awards 2021
I am delighted that our efforts to care for our staff while ensuring seamless client service delivery has been recognised.
02/04/2021
Canaccord Genuity Group Inc. Announces That HPS Will Invest in its UK Wealth Management Business
Proceeds to be used to fund a return of capital from the UK Wealth Management division to Canaccord Genuity Group Inc.
02/04/2021
WealthArc raises $4m
The firm has already integrated over 60 private banks from Switzerland
02/04/2021
Compelling opportunities in Japanese small-cap techs
What came first was a sharp increase in the number of independent directors, although the increase was not across the board.
02/04/2021
10 powerful women in professional services: Wealth industry
Alongside celebrating the achievements of women in leadership positions, the awards programme – now in its ninth year – also places the spotlights on the female leaders of tomorrow.
02/04/2021
Deutsche Bank announces 1 billion euros profit before tax in 2020
Six quarters of disciplined execution contributed to a significant reduction in transformation-related effects¹ in 2020
02/04/2021
Wealth Management: Monthly Market Summary – January 2021
Fourth quarter earnings continue to surprise as 80% of US companies beating expectations, so far.
02/04/2021
Bringing alternative strategies to the mass affluent market
Mass affluent retail investors are looking for income-generating strategies that can also deliver alpha—with returns that are not correlated to the broader markets—and are willing to live with less frequent liquidity without giving up transpar