Three IAMs join forces to found WM and plan expansion
The Geneva-based company, which has been existing in its current form since 1 January, has over CHF 600m in assets under management, as AGEFI first reported.
Wealth and Asset Management
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Charles Stanley’s profits dip
Our transformation and restructuring programme has resulted in continued operational efficiencies and productivity so we are coming out of the pandemic strategically and operationally stronger.
Two UBS Advisors Named to Forbes/SHOOK Top Women Advisors List
Courtney is a Managing Director at UBS and she and her team serve the diverse and dynamic needs of high-net-worth individuals, families, foundations, and businesses.
GAM Opens New Singapore Office
The establishment of an office in Singapore, together with [Bong's] appointment, represents an important strategic step for the firm,» said GAM’s group CEO Peter Sanderson.
Credit Suisse Discusses Gupta Standstill Agreement
Credit Suisse had taken steps against Guptas companies in recent weeks and demanded that some be liquidated in the hope that it would be able to repay its fund clients. GFG still owes Credit Suisse $5.2 billion.
Fidelity Institutional Launches Wealth Advisory Institute
The Wealth Advisory Institute has a dynamic, interactive experience that offers actionable goals and next steps for advisors and the support to help firms and advisors every step along their journey to become holistic wealth managers.
Mattioli Woods in swoop for Maven Capital Partners
Maven is an owner-led business comprising 12 partners, with a regionally based team of 91 investment executives and support professionals.
Advisers see Covid variants as biggest risk to market stability
Nearly half (46%) of the financial advisers questioned said that new variants and failure to have a consistent global rollout of the vaccine would increase volatility in stock markets.
The Seven Deadly Sins Of The Wealth Management Industry
According to Roman Catholic theology, the seven deadly sins are the primary feelings or behaviors that inspire further sin.
St James’s Place enjoys strong inflows as client confidence improves
Money manager St James’s Place said inflows this year had surged as government spending and the vaccine rollout drove positive investor sentiment.
Mothers lead the way in ESG investing, says new research
Interestingly it’s mothers who are more likely to consider sustainable investment options for their family (62 per cent), whereas fathers place less value on investing sustainably (50 per cent).
Bank of Montreal 2Q Profit Rises; Adjusted Efficiency Ratio Improves Following Divestments
Adjusted earnings were C$3.13 a share, beating consensus estimates of $2.75 according to analysts polled by FactSet.