07/06/2020
Fidelity macroeconomic update: Global growth forecasts revised
The markets are taking a more optimistic view for now
Wealth and Asset Management
07/06/2020
Quilter network gains DA interest amid crisis
At the time, the spokesperson said the business would not seek to recover the fees until "some sense of normality" had returned to the industry.
07/06/2020
Vontobel AM teams up with NY firm to launch fund
New York Firm Launch fund
07/06/2020
Cyclical stocks: Down but not out
The list of such corporate casualties of coronavirus is long and growing.
07/06/2020
Oddo BHF planning merger with Lausanne private bank
The idea of merging Landolt & Cie and Oddo BHF makes sense because it combines two family businesses that can look back on centuries of history and that share close values and convictions.
07/06/2020
Candriam acquires Rothschild's alternative multi-asset business
This deal will enable Candriam to reinforce its value proposition and enter a new development phase in the alternative investment space, which should prove particularly appealing to investors in the current environment."
07/06/2020
Curiosity, Collaboration and Covid - Not an Exact Science
Professor Brian Cox OBE and University of Manchester President Dame Nancy Rothwell share their latest thinking with Coutts clients
07/05/2020
Why the crisis is an opportunity for innovative private banks
Mashreq’s investment in digital is paying dividends today, says Vipul Kapur
07/05/2020
Covid-19 accelerates digital transformation at private banks
The pandemic has sparked dramatic changes in the wealth management industry
07/04/2020
Queens bank joins Bounce Back Loan Scheme to help those affected by Covid-19
The Bank continues to review applications from a wide range of lender types
07/04/2020
Asset Management Europe - Rothschild & Co
Monetary policies have also played a major role in the improvement of investors’ sentiment as swift
07/03/2020
Barclays granted South Africa private banking licence
We consider South Africa and the wider African continent to be an exciting growth market for the Private Bank."
07/03/2020
Consolidator to launch adviser academy in 2021
Once it is fully functioning Mr Inglesfield said the consolidator planned to place 50 trainees with the academy each year, who would then graduate to replace retiring advisers and support the company's plans for organic growth outside of acquisitions
07/03/2020
Brown Shipley sells employee benefits arm
The private bank has disposed of the employee benefits division of NW Brown, the £1bn Cambridge-based wealth manager it acquired last year.
07/02/2020
Citi’s Brazil CEO Works in a Near-Empty Tower Handling a Loan Surge
The economic fallout has been devastating, with the bank’s economists predicting a 6.5% contraction this year.
07/02/2020
JTC Wins Mandate for New Brooks MacDonald International Funds Business
The acquisition is expected to complete later this year, subject to regulatory approval, and represents a high-quality investment offering for an affluent and high net worth client base, with Funds Under Management of £1bn (May 2020).
07/02/2020
Banque Bonhôte buys CHF 2bn AUM private bank
PCP bank’s founder Andreas Bodenmann will keep an active role with clients
07/02/2020
Private Client Partner Zac Lucas on Why Asia’s Wealth Community should be Proactive, Professional and Vigilant
Lucas is enjoying his new role with city law firm McCarthy Denning now that it has launched its formal association with Singapore firm, ArrowGates LLC.
07/01/2020
EFG International concludes share buyback programme
The total of repurchased shares reflects EFG’s cautious approach of capital preservation as a result of the coronavirus (COVID-19) pandemic and follows the regulator’s recommendations.
07/01/2020
Consolidator gains £70m Aum in tenth acquisition
Two weeks ago the company revealed it had purchased Stevenage-based financial planning firm Richmond House Wealth Management in a deal which added £250m in assets under management and eight advisers to the business.