03/18/2019
UBS AM completes acquisition of Milan business campus
The entirety of this transaction was wholly executed by REPM’s Customized Clients Solutions team
Wealth and Asset Management
03/15/2019
Morgan Stanley Widens Roles of Finn, Other Wealth Executives
The new unit will include Morgan Stanley Wealth’s call-center business for less affluent investors that has been rebranded Virtual Advisor and its “robo” automated investment platform called Morgan Stanley Access Investing.
03/15/2019
CrossleyShear Wealth Management's Evan Shear Recognized as an NFL Players Association Registered Financial Advisor
Recognition follows recent launch of the practice's CSsports division
03/15/2019
UBS Global Wealth Management president says the future of US citizens is at risk if we don't repair decaying bridges and outdated transit systems
In this op-ed, he says if the US doesn't invest in next-generation infrastructure, the well-being of our citizens is at risk.
03/15/2019
Gorman Spends Big To Reach Next-Gen Wealth
Everyone wants a piece of the millennial market.
03/15/2019
BTG Pactual adds 3 fund houses to offshore wealth platform
More recently, Shinohara and his team have been focusing their efforts on the platform's alternatives offering.
03/15/2019
UBS CEO in Cash Windfall
The disclosure represents an unprecedented move to transparency over executive pay in Switzerland, where remuneration is a closely-watched topic for top bankers and CEOs.
03/15/2019
Liechtenstein private bank LLB reports fall in 2018 profit
Interest income before expected credit loss rose 8% to CHF158m from CHF145.9m.
03/14/2019
Morgan Stanley Merges U.S. Private and International Wealth Units
Morgan Stanley has “refocused and repositioned” its international wealth management business over several years “to serve a higher net worth client segment”
03/14/2019
Nordea AM partners with private equity veteran for impact fund
Bolmstrand added that the firm's current client base wanted to see more sustainable private equity projects.
03/14/2019
Lloyds venture faces challenges
It was also revealed in a newspaper article, although not confirmed, that Lloyds would be recruiting 700 financial advisers to be the advisers.
03/14/2019
Swiss group acquires stake in local wealth firm
The investment forms a long-term strategic partnership, with the aim of boosting revenues and profits.
03/14/2019
Top Swiss Banking Job-Seekers
A comeback either there or at UBS, where Arni began his career, seems improbable.
03/14/2019
Wealth Management Firm To Move Into Cardiff Office
The offices have been refurbished to a very high standard and are prominently located opposite Cardiff Castle and it is easy to see why they proved attractive.
03/14/2019
Brooks Macdonald funds fall but profits rise after cost-cutting
At the beginning of 2019, Brooks formalised a “streamlining” plan that will see 50 jobs be cut.
03/14/2019
China Renaissance and LGT Bank Establish Partnership
We at LGT are very excited to partner with China Renaissance
03/14/2019
Australia's CBA suspends $4b wealth management spin-off
CBA is spending A$1.46bn on refunding customers and remediating issues linked to misconduct, with A$1.2bn of this related to its wealth businesses.
03/14/2019
An interview with Eimear Toomey, Director of Client Relations at Sustainalytics
At Sanlam ESG considerations are at the forefront of every investment decision we make on behalf of our clients, and that wouldn’t be possible without the help of our ESG research provider Sustainalytics.
03/13/2019
Ora Citron Private Wealth Management merges with The Diamond Group
“We have known each other for several years and admire how similar our values and the processes that we both use to serve our clients.”
03/13/2019
Quilter clients in 'wealth preservation mode' as Brexit looms
Has plan in place to mitigate Brexit impact