11/30/2020
21 Chinese banks set up wealth management subsidiaries
The products offered by the subsidiaries have played a positive role in creating value for investors and serving the real economy, Zhou said.
Wealth and Asset Management
11/30/2020
Looking east: Asia holds promise for wealth managers
Growing economies have created large numbers of wealthy, family-oriented entrepreneurs
11/30/2020
Lombard Odier Expands Offshore Business
Swiss head Andreas Arni who confirmed the move in an interview, said the team led by, Blanca de Castro Infante, will focus on Argentina.
11/30/2020
WH Ireland in talks to seal £7.8m boutique buy
The group said it was looking to raise £5.3m from investors to fund the acquisition
11/30/2020
J.P. Morgan Eyes Chinese Wealth Growth in Singapore
The overall Singapore unit houses over 50 relationship managers and has traditionally covered local and Indonesian wealth.
11/30/2020
So far so good: Quilter moves 70% of assets in replatforming
The road to replatforming has been long and costly for Quilter.
11/30/2020
Pictet Asset Management launches Pictet Human, new thematic fund
Pictet has launched the Pictet-Human fund, part of its active management range of global thematics, in which manages $53 billion in twelve other strategies.
11/30/2020
Keep on Truckin’ by Oppenheimer & Co.
Nearly 93% (464) of the S&P 500’s member companies have thus far reported results for Q3 reporting season with earning better than expected at the start of the season.
11/30/2020
Paul Allen Named to Raymond James Financial Services’ 2021 Chairman’s Council
Allen is actively involved in the community and currently serves on the alumni board of Franklin Road Academy, in Franklin, TN.
11/30/2020
Making sense of the numbers
Stock markets shot the lights out in November as news of promising vaccines hit the wires. The realities of distribution have lessened the glow a bit recently, leading investors to start reassessing their approach.
11/27/2020
Quilter International launches new bonds for UK market
These new offshore bonds strengthen Quilter International’s high net-worth proposition and offers more choice to clients and advisers over which jurisdiction they want to situate their wealth.
11/27/2020
Harwood Wealth puts 100-strong adviser network into administration
Because we are network-focused and with our history, we are a natural home for professional, independent advisers.
11/27/2020
Alexander Grace continues impressive expansion with acquisition
They combine wealth management with comprehensive financial planning.
11/27/2020
Optimising tax reclaim through tech: What wealth managers need to know in trying times
Tax optimisation, on the other hand, provides benefits to all, not just in increasing returns for investors, but also in creating economies of scale across stakeholders, creating millions – if not billions – in savings for banks.
11/27/2020
Schroders' CEO: These are the biggest takeaways from the Covid crisis
Peter Harrison looks back at how the global pandemic has fundamentally changed the way people do business.
11/27/2020
How Much Of Raymond James Financial, Inc. Do Insiders Own?
It has a market capitalization of US$13b. Normally institutions would own a significant portion of a company this size.
11/27/2020
Schroders and Big Society Capital team up for social impact trust launch
Schroders and Big Society Capital are seeking £100m for the trust, which will invest in areas such as high impact housing.
11/27/2020
London-based fintech company Vauban bags £1.6M to harness the potential of digital funds
The company has raised £1.6 million in Seed funding from leading tech investors including Pi Labs, Kima Ventures, Westloop Ventures, Argonautic Ventures, and UFP Fintech.
11/26/2020
Aberdeen Standard targets women-led hedge funds with new strategy
Funds run by women have outperformed in 2020 after limiting losses in March turmoil
11/26/2020
Bergos Berenberg Becomes Bergos AG
Expansion Of The Shareholder Structure Of Bergos Berenberg AG And New Company Name