CI Financial to Acquire $3.4-Billion Ultra-High-Net-Worth Wealth Manager
Addition of multi-family office RIA boosts CI’s U.S. wealth assets to US$83 billion
Wealth and Asset Management
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UBS eyes Mideast expansion with new wealth desk in Dubai -memo
Raoul Rahme, who worked at Barclays and Credit Suisse, will be head of DIFC sales.
Clients confirm the value of investment operations managed services
The panel discussed how managed services work well—thanks in part to frequent check-ins and communication—and how clients can maintain visibility into, and control of, the processes through platform user-profiles and permissioning.
Stifel Welcomes Lake Wealth Management Group
he Lake Wealth Management Group will be serving clients from two new Private Client Group offices in Lake Ozark and California, Missouri, along with the firm’s existing office in Frontenac, Missouri.
Credit Suisse to Build on Wealth Management
In about three weeks Credit Suisse will showcase its new strategy as part of the third-quarter earnings presentation.
Western promise: European start-ups are luring Middle Eastern private equity
European start-ups are proving to be a lucrative asset for private equity firms, and are being targeted by Middle Eastern private equity investors. Wim Ritz, ZEDRA’s Global Head of Funds, explains why experienced Asset Managers are eyeing the Europe
Singapore Banks Joins China's Wealth Management Connect
A total of 300 billion yuan ($46.5 billion) has been set as the aggregate quota for the two-way channel – 150 billion yuan each – with a limit of 1 million yuan per individual investor.
The Asian century
With labour costs in established manufacturing centres such as China increasing, countries with lower wages are stepping in to relieve some of the pressure.
Spotlight on UBS in Spurned CEO Case
The Swiss bank's outgoing chairman is a central figure in a court case between former top executive Andrea Orcel and Santander over a job offer that fell through.
Simply put: macro uncertainty could drive market volatility
This volatility reflects a significant number of phenomena, with investors' attention deviating across a number of issues: the Evergrande1 situation in China and an apparent energy crisis coinciding with the beginning of autumn, to name two.
JP Morgan Asset Management expands sustainable OEIC range
Marks the fifth fund in the sustainable range
CapIntel Partners with IG Wealth Management
Over 3,000 IG Wealth Management advisors across Canada will use CapIntel's digital application to deliver tailored client proposals and more