Tim Haywood apologises for ‘mistakes made’ at GAM
The regulator has today (16 December) published warning statements about both GAM and Haywood.
Wealth and Asset Management
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Santander Private Bank trio exits to launch LatAm-focused wealth shop
‘We want to be a reference for Latin American families as a firm specialized in global wealth advice,’ said Gómez.
Swiss bank appoints head of new Miami biz
In Miami, it plans to employ client advisers while booking wealthy individuals' money out of Switzerland, as it does for clients in its New York office.
LGT agrees to buy CHF 16.5bn WM
Under the agreement, which is subject to Crestone shareholder approval, LGT will acquire 100% of Crestone.
Exclusive interview with Patrick Odier on private banking and sustainability in 2021
This is possibly even more important for a family business than it is for other companies.
Learnings from 300 years of giving back with Rennie Hoare
This culminated in the formal appointment of a head of philanthropy in 2018, an appointment bestowed upon Rennie Hoare, one of the bank’s youngest partners.
Zurich AM receives Finma licence, hires PM and plans three strategies
CEO Philipp Good reveals how he built an ESG culture and explains the firm's new products.
Lombard Odier partners with AXA IM to offer Disruptive Innovations fund
The fund holds around 50 to 70 companies and is managed by Tom Riley, Jeremy Gleeson and Pauline Llandric.
Swiss private bank unveils Abu Dhabi operation
ADGM has long established a competitive niche in being one of the most attractive, accessible and innovative centres that offers unique financial solutions and world-class investment services.
Apex Group appointed by leading Latin America asset manager
Apex was appointed in recognition of its ability to provide a full suite of services across fund administration, corporate services and depositary to Compass Group’s funds, augmented by additional tailored solutions that meet Compass Group’s r
CI Financial Reports Record Total Assets of $338.1 Billion for November 2021
All financial amounts in Canadian dollars unless stated otherwise.