“I am not holding my breath for a soft landing”
Financial markets are not about to return to the normality of past years, says Norman Villamin, CIO Wealth Management, to finews.ch.
Wealth and Asset Management
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7IM’s revenue jumps 32% after lead generator buy
7IM’s revenue and AUM rose in 2021 after it acquired Findawealthmanager.com and London-based financial planning firm Partners Wealth Management in October 2020.
BNY Mellon Wealth Management Expands New York Tri-State Region with Four New Hires
They all report to John Ippolito, regional president, New York Tri-State.
Swiss Life Wealth Managers opens first location for private wealth management in Zurich
The Swiss Life Group is expanding its existing offering in Switzerland, thereby strengthening its position as the market leader for comprehensive pension and financial services.
Multi-strategy – the ultimate diversifier?
A niche investment two decades ago, multi-strategy hedge funds have grown in popularity.
Scotland’s wealth management sector moving to a greener future
These findings are highlighted in the sixth Annual Salary Guide into Scotland’s financial service sector from Core-Asset Consulting.
Brooks Macdonald buys Warwickshire-based IFA
The acquisition will be funded through existing financial resources and will be paid in two tranches, with an element of the consideration linked to a three year growth target.
AMP Wealth Management appoints FCB Media
FCB began working with AMP in late 2020, helping with performance digital and 1-1, including unlocking marketing technology capabilities with Salesforce.
The Indosuez Foundation in Switzerland celebrates 10 years of commitment
Those actions include environmental projects with a strong economic and social impact in favour of vulnerable local communities in Switzerland and around the world.
HSBC's Private Bank Rides Mobile Phone Trading Wave
The same platform already allows for similar trading in cash equities, exchange-traded funds
Irish billionaires' wealth rose €16bn during the pandemic
The growth is such that the total wealth of billionaires all over the world is now equivalent to 13.9% of global GDP
Here’s How the Ultra-Wealthy Manage Their Money
They have significantly more money at stake and, therefore, need to go beyond basic portfolio diversification strategies to minimize their risk and avoid concentrating too much money in any one particular investment.