01/06/2021
Associated Banc-Corp Enters Strategic Agreement with Rockefeller Capital Management
Rockefeller & Co. LLC to acquire Whitnell & Co. and further deepen its roots in Chicago
Wealth and Asset Management
01/06/2021
Butterfield shortlisted for Citywealth and Private Banking Awards
Citywealth has additionally recognised Butterfield for excellence in private banking with a shortlisting for 2021 Private Bank of the Year – Channel Islands & Isle of Man.
01/06/2021
Shard Capital announces launch of Tennyson Equity Capital Markets Service.
The division will have nine employees
01/06/2021
HSBC plans to make UAE a global wealth management hub
Bank to double assets under management over three years
01/06/2021
Wealth manager secures millions in PE backing to pursue deals
Advanta Solutions employs around 60 staff and manages almost £500m in assets, a figure which has grown from £200m three years ago.
01/06/2021
RPA Extend Exclusive Wealth Management Partnership with Sanlam UK
During the last three years Sanlam UK have played an invaluable part in the support we offer our membership
01/06/2021
On the Macroeconomics of Covid-19 and the Risks That Will Be Left in its Wake
The discussion draws on ongoing work to be developed and published in the 2021 Latin American and Caribbean Macroeconomic Report, scheduled for publication in March.
01/05/2021
JPMorgan in Talks With China Bank on Wealth Venture
Global banks are moving into China as nation opens markets
01/05/2021
Wealth management firm set for 2021 growth with new Gateshead HQ
The office launch follows news in the summer of last year that the firm had acquired the North East IFA Pension Matters.
01/05/2021
J. Safra Sarasin acquires Private Banking Business of Bank of Montreal in Hong Kong and Singapore
The acquisition is expected to be completed during the course of the first half of 2021
01/05/2021
BLI - Banque de Luxembourg Investments and Conventum Asset Management are combining their activities
The teams’ formidable experience will be the foundation for the development of our business in a constantly-evolving market and regulatory environment.
01/05/2021
Liontrust appoints Sagittarius
The company has broadened its product range, including adding Sustainable Investment in April 2017 which has since increased its AuMA from £2.5 billion to £7.5 billion.
01/05/2021
Natixis to Sell H2O Stake to Investment Firm’s Management
“It’s subject to regulatory approval, and we’re doing this in an orderly manner in a transition that has at the heart of it the interest of our clients.” For much of the past decade, H2O has been a jewel in the crown of Natixis&am
01/05/2021
Plutus Wealth Management buys out WestBridge’s stake worth Rs 500 Cr in Nazara
Another key investor in the IPO-bound company is Rakesh Jhunjhunwala who had invested Rs 182 crore in December 2017.
01/04/2021
Indian entrepreneur looking for Middle East members for new millionaire's club
Kamath is set to unveil platform for the world's uber wealthy to facilitate mega business deals among members
01/04/2021
Valiant raids NAB for two private bankers
Valiant is currently on a hiring spree, having pledged to recruit 40 investment and pension specialists by 2024.
01/04/2021
Swiss Banking: How Many Jobs Will Disappear?
The banking industry was in major transition even before the pandemic hit, not least due to the digital revolution. Experts agree that the trend will continue and cause thousands of job losses in the industry.
01/04/2021
Eric Syz: ‘80% of active managers are index huggers’
Private banking chief on succession, searching for alpha and partying with Andy Warhol
01/04/2021
Using technology to improve the management of investment portfolios - the view from SEI
This article is from The Wealth Mosaic's recent report on how technology can be utilised to improve the management of investment portfolios
01/04/2021
The Impact of 2020 on Advice—and Advisors
New survey reveals how advisors will move beyond 2020 and how asset managers can adjust.