Kiwi Wealth invests more into private equity
Its latest investment is designed to give KiwiSaver members more access to private business in the high-growth export sector.
Wealth and Asset Management
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Macquarie Wrap surpasses $100b FUM
“We’re seeing that Macquarie’s strong brand in this space, our leading platform, and the access to the deep expertise of our people and the broader insights of Macquarie is an offering that is really resonating with advisers.”
Greater Reach for High-Net-Worth Customers
Due to the complexity of bond trading and a relatively underdeveloped local bond market, it was not until the last decade that retail investors have more actively participated in bond investing.
Liechtenstein's Gold in More Diligent Hands
The new rules are an opportunity for the different precious metals players, and banks, as both Switzerland and Liechtenstein now have fully regulated markets for gold and precious metals for the first time.
Wealth Managers: Time to Shift your Technology Priorities
Do we continue to invest in front and back office technology solutions? Can we keep pace with the burden of administrative and regulatory change?
JOHCM owner to double US assets following value manager acquisition
The acquisition price represents 7.6x 1H21 EBITDA (annualised, excluding synergies) and is expected to be double-digit EPS accretive in the first full year after completion.
UBS Dangles $40,000 Bonuses to Slow Junior Banker Defections
Banks are raising pay for junior employees to prevent defections and ease discontent amid a jump in deals and an intensifying focus on work-life issues sparked by the pandemic.
CI Financial to Acquires Wealth Advisory Firm with US$5.1 Billion in Assets
Acquisition boosts CI’s U.S. Assets to US$63 billion and total assets to US$230 billion
Global passive assets hit $15tn as ETF boom heats up
Exchange traded funds close to eclipsing traditional index trackers for first time
Skybound Wealth gains SEC federal licence for US investment advice
Skybound Wealth Management is an independent financial adviser firm with offices in the UAE, Switzerland, USA and the UK.
UBS Explores Offering Crypto Investments to Rich Clients
Goldman Sachs Group Inc. is pushing deeper into the $1 trillion Bitcoin market and opened up trading with non-deliverable forwards, a derivative tied to Bitcoin’s price that pays out in cash.
STM sells Jersey trust and services arm to Guernsey firm
The Sale Companies are principally STM Fiduciaire Limited, along with a number of non-revenue generating support companies, including nominee companies.