Credit Suisse Returns More Greensill Fund Cash
This brings the total cash it has been able to skim from the blow-up in the $10.1 billion line of funds to $5.4 billion, after an earlier payout.
Wealth and Asset Management
15393 articles found
Pictet Asset Services expands its activity to Monaco
The team will join Pictet’s banking branch in Monaco, which opened in February 2020.
Mattioli Woods acquires advice firm for £7m
The complementary product offerings provide scope for potential revenue synergies, while maintaining the strong cultural commitment of both companies to putting clients first.
Rathbones' launch of multi-asset ESG 'next logical step'
"Advisers are saying to us that they are finding the conversations they are having around sustainability are very positive.
Wealth management may bring new job riches to Scotland
Wealth management could enjoy a jobs boom in Scotland, with experts predicting national firms are likely to set up regional hubs in the country as part of a post-pandemic recovery strategy.
Nucleus adds £300m assets in 'best-ever month' for inflows
Gross flows represented a 29.5 per cent increase on the previous quarter, which stood at £494m as sentiment continued to improve and a 9.8 per cent increase on the first quarter of 2020.
Raiffeisen and ZKB want “transparent” gold
Both banks work together with the Ticino gold smelter Argor-Heraeus.
deVere United Kingdom and Fidelius enter strategic partnership
The deVere United Kingdom Mansfield office will remain unchanged, with this addition to the network giving Fidelius a total of six UK offices.
BMO refocuses Wealth Management business for North American growth, announces sale of EMEA Asset Management business
As part of the transaction, BMO and Columbia Threadneedle will also establish a strategic relationship to offer BMO's North American Wealth Management clients opportunities
Envestnet buys Harvest Savings & Wealth Technologies
This acquisition optimizes our API-based financial wellness ecosystem, and also helps strengthen our foothold to enable embedded finance, which we see as a key driver of the future of financial services.
Global Wealth and Lifestyle Report by Julius Baer
The findings of the Julius Baer Lifestyle Index 2021 show the continuation of many of the underlying trends of recent years, with COVID-19 impacting prices sharply in specific travel-related areas such as flights and hotel suites.
Atria Wealth Solutions completes acquisition
Atria broker-dealer assets increase to nearly $95 billion of AUA