11/09/2020
Credit Agricole : Launches New Division to Serve Super Rich
The French bank said Monday it is creating a new private investment banking division focused on ultra-high net worth individuals and family holdings across the world.
Wealth and Asset Management
11/09/2020
Four Key Multi-Family Office Insights From 2020
The report offers insights into the trends and best practices shaping multi-family offices (MFOs) across the globe — here is a glimpse into the key findings.
11/09/2020
Asset manager makes strategic investment in Sanctuary Wealth
The wealth management industry is in the midst of a massive shift as more than 100,000 advisors retire over the next few years, bringing an estimated USD1.6 trillion of assets into the market.
11/09/2020
Allegro becomes Ocorian Fund Management
We offer end-to-end service solutions for fund groups so they can maximise the benefit of centralising their administration and create economies of scale.
11/06/2020
StanChart to Rollout Flexible Working Option
Standard Chartered is reportedly planning to permanently offer flexible work options to around 90 percent of its 85,000-strong staff by 2023.
11/06/2020
Natixis and La Banque Postale create a European leader in fixedincome and insurance-related asset management
Natixis and La Banque Postale are reorganizing their respective fixed-income and insurancerelated asset management activities to give them a new dimension in an environment of persistent low interest rates.
11/06/2020
Doyle Wealth Management acquired by Canadian firm
Strategically located in fast-growing Tampa Bay area, creating unique cross-border opportunity for Canadian retirees
11/06/2020
LGT receives accolades for alternative investments and sustainable investing
It also received a “highly commended” rating in the Impact and Sustainable Investing category.
11/06/2020
Two private banks to merge and take Falcon's assets
The merged entity will have AUM of CHF 4-5bn.
11/06/2020
BOS eyes Southeast Asia expansion
The private bank’s AUM has reached $116bn, which is only $1bn below its peak in December.
11/06/2020
Why we are entering a pivotal moment for wealth management
Until 2020, the international wealth management sector had grown at a remarkably steady rate, reaching a value of nearly $486.78 billion in 2019
11/06/2020
Why Continuity and Succession Planning is Crucial for Businesses Right Now
There could also be litigation, brand damage and liquidation issues to contend with which can ultimately lead to business failure.
11/06/2020
Falcon Private to transfer client relationships to ONE swiss bank
ONE emerged in 2019 from the two Swiss banks Banca Arner and GS Banque.
11/06/2020
Taaleri Wealth Management wins institutional investor survey
Taaleri received top grades for customer service and for taking an active view on markets, among other mentions.
11/06/2020
Societe Generale: Third Quarter Results 2020
The Societe Generale Group’s Q3 results illustrate the ability of all our businesses to rebound, after the exceptional lockdown period
11/05/2020
The Asset Awards: Going beyond the call of duty
The Asset honours the wealth managers who provided the best client experience amid the pandemic
11/05/2020
Singapore banks trounce third-quarter profit estimates, wealth management shines
The earnings give reason to believe 2021 will be better and odds of dividend caps being removed – some will revisit valuations soon.
11/05/2020
BlackRock looks for new profit rockets as rivals play defence
World’s largest asset manager has once again outperformed a rocky stock market in 2020
11/05/2020
WealthArc to provide digital services to Eleutheria Wealth
WealthArc’s Portfolio Management System will help the company operate more efficiently by reducing tedious manual tasks to the minimum.
11/05/2020
Geneva WM buys stake in start-up incubator
Fusion Partners helps medium and large firms to generate returns by collaborating with, and creating, start-ups.