Credit Suisse: Antonio Horta-Osório's Seven Seals
Credit Suisse insiders also note that Antonio Horta-Osório hardly joined the Zurich-based bank in order to turn around and orchestrate its sale
Wealth and Asset Management
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New Report Reveals Global UHNW Population Grew 1.7% in 2020 Despite Covid-19 Disruption
Wealth-X Launches the Ninth Edition of the “World Ultra Wealth Report”
Qatar Cuts Stake in Credit Suisse
The result is that U.S.-based fund manager BlackRock moves up into the top position with a 5.4-percent share.
Legal merger of Van Lanschot Kempen NV and Van Lanschot Kempen Wealth Management NV completed
The legal merger was approved by Van Lanschot Kempen’s shareholders at the AGM of 27 May 2021.
Fairstone acquires Belfast-based adviser
Commenting on the deal, Lee Hartley, chief executive officer of Fairstone, said: “We are delighted to complete the final acquisition of ASM Financial Planning, having worked closely with them throughout the integration phase.
Wealth Firm Catering to Billionaires Opens Swiss Office
Was founded in 2019 by ex-Julius Baer banker Ali Jamal
UBP Makes Second Acquisition in a Week
The transaction, which is an asset deal, is subject to the approval of the relevant regulatory bodies and is expected to be completed in the fourth quarter of 2021.
Martin Gilbert's AssetCo acquires 30% stake in Bristol fund manager for £27.8 million
Gordon Neilly will join the board at Parmenion following the conclusion of the deal with Preservation Capital Partners
“A comfortable winner” – More recognition for responsible Investing at Coutts
We win two sustainable investing awards for our work tackling climate change and helping clients build a better future – hot on the heels of a similar accolade last month
Enigmatic Sallie Krawcheck finds success evolving her RIA to a more conventional high-net-worth business model, then proclaims her 'contrarian' bonafides
The former chief of Merrill Lynch brokers uses analyst's choice of Bank of America shares as example of also-ran thinking but her maverick approach with Ellevest may be declining.
The Unexpected Harmony of Careers in Wealth Management and the Arts
Interviews with advisors who were passionate about the arts and then pivoted to wealth management show the transition can be smoother than one might expect.