Deutsche Bank Plans Israel Wealth Management, Trading Hires
Country head Doron Averbuch speaks in Bloomberg interview
Wealth and Asset Management
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BNP Paribas concludes acquisition of controlling stake in Dynamic Credit Group
It provides a range of services including reporting and valuation services and portfolio management to investors interested in Dutch mortgages.
Wealth Management User Experience: Human Touch is Back on Track
This increased focus on usability was an acceleration of a trend that has been with us for many years, but which private banks and wealth managers hadn’t really been leading.
CI Financial to Acquire Former Eaton Vance Investment Counsel Division, Expanding U.S. Wealth Management Strategy
Acquisition will bolster CI’s Boston presence and boost CI’s U.S. assets to US$133 billion
Four new European awards for Indosuez
The strategy and actions taken in the Benelux were also praised with a new award for Indosuez Europe, which had also named "Best Private Bank in Luxembourg 2022" by Global Finance earlier this year.
Toscafund to open Hong Kong office as asset manager seeks Asian wealth opportunities
Toscafund was founded in 2000 by Martin Hughes, the former chairman of Tiger Management Europe
Schroders Solutions fiduciary management client secures £225 million pension scheme buy-in
A Schroders Solutions fiduciary management client has completed a £225 million buy-in, securing the benefits of more than 800 retirees and 900 deferred pension scheme members.
Pathstone Announces the Acquisition of WaterOak's Investment Advisory and Wealth Management Business
Growing Smart(ly) in a Way That Matters
UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform Offering Expanded Access to Alternative Investment Strategies and Education
The expansion of the Alternatives Exchange comes at a time when high-net-worth (HNW) investors are increasingly looking to diversify into alternative investments.
Accuro Rewarded "Highly Commended" Independent Trust or Fiduciary Company at the Tenth Wealthbriefing European Awards 2022
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities
Triumvirate to Manage UBS
Weber is likely also taking the bank's extroverted pride of having one of the best functioning business models in the wealth management sector with him.
Global Investment Committee’s Outlook: Stagflation-lite, cautious on both equities and bonds, except positive on Pacific equities
Global economic recovery slightly below consensus, with inflation above consensus