05/23/2019
Ultra HNIs are directly investing in startups
Kotak Wealth Management, which identified many of these opportunities of direct investments, said more and more UHNIs are investing in unlisted firms swayed by higher returns.
Wealth and Asset Management
05/23/2019
UBS: Following Julius Baer's Example?
Since Chief Executive Sergio Ermotti cut the investment bank to size in 2012 and turned it into a support unit for wealth management, UBS remained adamant that a global wealth manager had to run a global investment bank.
05/23/2019
Wealth Management fintech Finnomena aims to educate Thai investors
Sookdhis noted that the Thai financial technology sector has a major role to play and has recently seen the emergence of new startups that are trying to disrupt the conventional financial industry.
05/23/2019
JB becomes first Swiss bank to back UN responsible banking initiative
The principles are currently supported by 55 banks around the world
05/23/2019
Zurich WM CEO: clients are cutting back on US exposure
Macro-economic indicators don’t point towards US growth slowing down.
05/23/2019
Here’s the 1st rule of Geneva private banking — don’t live in France
“Obviously, there are some security reasons,” Yves Mirabaud, chairman of the Association of Swiss Private Banks, said in an interview.
05/22/2019
Sanlam Global High Quality Strategy exceeds £1 billion in Assets under Management
The success of the fund has been recognised through an array of prestigious industry awards.
05/22/2019
Aviva Investors' £1bn fund manager loads up on SJP and Schroders
SJP accounted for 3.12% of the fund and Schroders 2.2% at the end of April.
05/22/2019
Broadridge to Acquire Canadian Wealth Management Technology Provider RPM Technologies
The closing of the transaction is subject to the completion of an intercompany reorganization by RPM Technologies and standard customary closing conditions.
05/22/2019
Julius Baer's Christian Cappelli: «Onshore and Committed»
The debate over which is the better approach is a moot one
05/22/2019
The First Rule of Geneva Private Banking: Don't Live in France
Code has gained attention after UBS’s record fine in France
05/22/2019
Julius Baer endorses United Nations Principles for Responsible Banking
Julius Baer is pleased to announce its endorsement of the United Nations Principles for Responsible Banking as the first Swiss bank.
05/22/2019
Spain’s Richest Person Bets Billions on Prime U.S. Real Estate
Amancio Ortega is acquiring properties in the biggest cities
05/22/2019
Scheduled Trading Update
The group delivered a solid performance in the period.
05/22/2019
German private bank wants to take over Bankhaus Schilling
The acquisition is subject to successful completion of the audit, final settlement and required approvals.
05/22/2019
UBS raises $93m for Generation IM's sustainable fund
Generation is a pure play sustainable investment manager.
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