05/22/2019
UBS raises $93m for Generation IM's sustainable fund
Generation is a pure play sustainable investment manager.
Wealth and Asset Management
05/22/2019
Women to Private Banks: Stop Talking Down to Us
The study surveyed 2,500 women earlier this year, the majority of whom are married, made their own fortune, and are largely in the under £5 million ($6.4 million) wealth segment.
05/22/2019
Wealth managers' biggest buys and sells of the year; Rethinking the fixed income universe
Some DFMs have been turning away from JOHCM UK Opportunities, whose manager John Wood retired in late 2017.
05/22/2019
AAA Club: the latest managers receiving a top rating
Meet the managers earning their first Citywire AAA ratings in April.
05/22/2019
Investec says buy Brewin after £63m spending spree
Investec analyst Salvatore Caruso said an acquisitive strategy made sense in the tough market condition
05/21/2019
Lombard Odier in Asia: The Challenges of Realising a Well-Articulated Vision
With its size and resources as more of a boutique Swiss private bank
05/21/2019
EY’s Nikhil Lele on why banks, wealth managers and tech companies will soon offer financial subscriptions
This rental or subscription economy will also appear in financial services, changing products into services.
05/21/2019
Citywealth Names Katten International and US Law Firm of the Year
The Citywealth Magic Circle Awards are based on nominations that illustrate services provided, case studies, in-depth knowledge, and leadership and vision, among other areas.
05/21/2019
Barclays Analysts Say UBS May Need Strategy Overhaul
Focusing their analysis on clients outside of the U.S., Barclays analysts questioned if the banking group should allocate one-third of group resources to its IB division.
05/21/2019
The Next Big Thing
This influences investment as most equity portions of portfolios are significantly exposed to western businesses.
05/21/2019
Sanlam Global fund announces £1bn in assets under management
"The market volatility of the past year provided notable challenges, but it was a chance for the strategy to once again prove its metal.
05/21/2019
Barclays and Brewin big winners at CISI’s 26th annual awards
Barclays topped the charts with four winners, with Brewin having three winners, as did Schroders.
05/21/2019
Goldman Sachs’ Wealth Shift
Goldman Sachs didn't get quite that specific in its statement on the deal
05/20/2019
Credit Agricole - 3 Reasons You Should Buy This Underappreciated French Bank
The company was set up in 1998, essentially as a listed acquisition vehicle for the Credit Agricole Group, France's largest mutual banking network
05/20/2019
Cogan Named to Forbes' Top Women Wealth Advisors
The list is a select group of individuals who have a minimum of seven years of industry experience.
05/20/2019
Deutsche Bank Staff Warned Executives About Suspicious Activity in Trump and Kushner Accounts
But executives at Deutsche Bank, which has lent billions of dollars to the Trump and Kushner companies, rejected their employees’ advice.
05/20/2019
Despite High Satisfaction Rates Among HNW Investors, FAs Need to Set Themselves Apart
To that end, the survey also polled investors on what they consider the essential traits for an advisor.
05/20/2019
Hawksford triumphs as most successful organisation at prestigious Citywealth awards
The business won Trust Company of the Year, while Darren Kelland, Global Head of Private Client Services, was named Trustee of the Year.
05/20/2019
Geneva Fintech Association boosts membership with new WM
Through the partnership, we also intend to play a major role as a reference point connecting the fintech ecosystem and the wealth management industry in Geneva.
05/20/2019
Foster Denovo buys wealth manager
The move follows Foster Denovo’s acquisition of Kent firm Orchard Wealth Cultivation in February, when the firm announced its growth strategy, with more deals expected in 2019.