Focus Financial Partners Reports First Quarter Results
Performance Exceeds Expectations, Reinforcing Strong Momentum
Wealth and Asset Management
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The wealth manager enacting a turnaround to see 230% returns
In a period of regulatory change and market volatility, one wealth manager is leading the charge in share price performance after a difficult few years.
Sanctuary Wealth Welcomes NavaSync Private Wealth
$250 million team is Sanctuary's 50th to join and first in New Jersey
China Sets Quota for Wealth Management Link
The quota caps net cash flows in either direction and a quota for the investments of each individual has also been set at 1 million yuan.
LLB Österreich plans branch in Salzburg
The referral deal extends to potential assets under management totalling approximately EUR 1 billion.
Credit Suisse Settles Into State of Paralysis
Chairman António Horta-Osório presides over a board which lacks the Swiss institutional knowledge he needs in regulatory terms
OCBC doubles Q1 profit, rounds up strong outlook for Singapore banks
Net profit for OCBC came in at a record S$1.5 billion in the quarter ending in March
Key Private Bank Wins 'Best Regional Private Bank' At The 2021 Family Wealth Report Awards
The FWR Awards showcases high-performing providers in global private banking, wealth management and advisor communities.
Waverton’s Acquisition Of Cornerstone Asset Management
The Charles Russell Speechlys team was led by Partners Andrew Clarke
Schroders announces Fiduciary Manager appointment
Schroders Fiduciary Management team took advantage of these factors to de-risk and ‘lock in’ the Scheme’s improved position.
Swiss bank Julius Baer leases office space in Swire’s Two Taikoo Place, Quarry Bay, in biggest ‘decentralisation deal’ since 2018
The bank, currently based in Central, has leased four floors in the 41-storey skyscraper, in what Colliers described as the largest ‘decentralisation deal’ in Hong Kong since late 2018
Rathbone Brothers enjoys solid growth in the first quarter
"Total funds under management and administration rose 2.0% in the first quarter to £55.8 billion reflecting continued good organic growth," said Paul Stockton, the Rathbones CEO