12/10/2020
World’s Best Private Banks 2021: Western European
Technological savvy and a focus on entrepreneurs and business owners are helping Europe’s best private banks to weather the Covid-19 storm.
Wealth and Asset Management
12/10/2020
More Asset Management Woes for Credit Suisse
“Due to independent strategic decisions by the two ultimate institutional investors this year, these entities will discontinue to participate in reinsurance activities for 2021,” Credit Suisse said in an emailed statement.
12/10/2020
World’s Best Private Banks 2021: Asia-Pacific
Asia’s HNWIs are a sophisticated and fast-growing market—and banks have noticed.
12/10/2020
Bank J. Safra Sarasin announce the passing of Mr. Joseph Y. Safra
Mr. Safra was born in 1938 in Lebanon and immigrated to Brazil in the 60's continuing his father's business and building the solid foundations of the J. Safra Group.
12/10/2020
Landmark Third STEP Private Client Award For Accuro
The STEP awards have been compared to the ‘Oscars’ of the private client industry by insiders.
12/10/2020
Why Wealth Advisers Urge Active Planning for Philanthropy
With a well-thought-out plan, philanthropic capital can achieve double and triple goals at once.
12/10/2020
Schroders Personal Wealth to cut roles in business restructure
Workforce reduction is ‘next phase of journey’ as it gains operational independence from Lloyds
12/10/2020
Quilter Is Reviewing Possible Sale of International Operations
Quilter as a whole had about 109.5 billion pounds under management at the end of the period.
12/10/2020
Credit Suisse wealth management clients boost commitment to flagship Seasons Global private equity program
This innovative investment concept was designed to reduce net-out-of-pocket cash investments whilst magnifying returns.
12/10/2020
O’Keeffe Financial Partners Chooses Kestra Financial
Family-run practice seeks top-tier technology upgrade
12/09/2020
Investec self-service onboarding removes the pain points for business clients
Investec Corporate and Institutional Banking recently piloted a self-service onboarding process for clients.
12/09/2020
Citi's Jane Fraser: «Singapore Is Our New Wealth Hub»
The decision was not difficult to make given the hub’s current profile
12/09/2020
Lido Advisors Acquires Sterling Bancorp Subsidiary Quantum Capital Management’s Wealth Management Business
Deal set to close before 2021 bolsters present and future growth strategy in San Francisco with addition of highly experienced advisory team
12/09/2020
Mirador, LLC Shortlisted Third Straight Year for Best Reporting Solution by Private Asset Management
The PAM Awards are awarded annually by Private Asset Management, a business-to-business publication exclusively covering the wealth management and family office industry.
12/09/2020
UBS Asset Management is expanding in the Ticino real estate market
UBS Asset Management has taken over the management of the only listed real estate fund on the market with a focus on southern Switzerland.
12/09/2020
Global Investment Outlook 2021: the year when the COVID crisis ends
For sure, before vaccines are fully deployed, the pandemic will remain a challenge to the outlook.
12/09/2020
How responsible investing could create a better world
Achieving your financial goals doesn’t need to be at the expense of the planet. Responsible investing is becoming a crucial part of shaping a sustainable future
12/09/2020
BoE data paints precarious picture of housing market
The continued increase in house prices is likely to be unsustainable and if the stamp duty holiday is dropped in March and significant economic headwinds as a result of the pandemic start to bite, we may see a very different picture with borrowing and len
12/09/2020
Sanguinity
A global reflation/risk-on trade and MSCI rebalancing led record quantum of foreign inflows into Indian equities.
12/09/2020
Financial capital still dominates discussions around risk - Ari Tatos
Fragile leadership is another non-financial risk on peoples’ minds. Since our last Four Pillars report, ‘lack of future family leadership and direction’ has jumped from fourth to the second perceived risk to long-term family wealth.