SIX expands its international custody services reach to US
SIX delivers securities services to banks, private banks, wealth managers, broker-dealers and other clients across the global financial sector.
Wealth and Asset Management
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Ed Dodig aims to expand CIBC’s private wealth arm
Mr. Dodig has been running the bank’s private wealth division in Canada since 2019
Raymond James opens Cheltenham branch
Earlier this month the firm opened a branch in Cheshire, which is led by Audrey McKinstry and John Simpson.
Ogier the only offshore firm to be ranked top tier across the board in new Chambers HNW Guide
Alongside the service-line rankings, 11 members of the team have achieved individual rankings.
7IM provides investors liquidity through partial merger of suspended funds
DRUM Income REIT uncovered as illiquid
Big U.S. Banks Are Going All Out on Loans to the Wealthy
In fact, JPMorgan and Citi are now lending more to high net worth clients than to their millions of credit card customers, whereas just ten years ago
Rothschild & Co launches Wealth Management business in Madrid, Spain
The launch of this new business area will increase the company's presence and broaden its offering to both existing and prospective clients in Spain
Mediobanca reaches for low-hanging wealth fruit
The business serves customers with some 17 billion euros of assets and makes about 25 million euros a year in net profit.
Withers global art team recognized by Chambers 2021 HNW guide
The guide identifies and ranks law firms and lawyers around the world, with the HNW Guide specifically focusing on those representing wealthy individuals and families.
Singapore’s wealth fund posts highest rate of return in 6 years
GIC reported an annualised 20-year real rate of return, its main performance metric, of 4.3 per cent for the year until the end of March, the highest since 2015, when it posted returns of 4.9 per cent.
Brewin Dolphin: Quarterly Trading Update
Q3 discretionary net flows of £0.7bn, an annualised growth of 6.1%; implementation of our custody and settlement system remains on track
JPMorgan to hire more than 500 wealth management advisers
That plan would more than double the 450 brokers now working for J.P. Morgan Advisors, the bank’s boutique wealth management firm.