Family Offices Like Archegos Take Big Risks Like Hedge Funds
Shift in behavior at these below-the-radar institutions has raised concerns on Wall Street
Wealth and Asset Management
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The focus of the IRS global high-wealth group
The IRS recognizes that these notable shifts are occurring in conjunction with a greater concentration of wealth in fewer individuals and families, particularly those who are both globally mobile and savvy cross-border investors.
S.P. Hinduja Banque Privée Adds Two New ESG-Compliant Funds
The Climate Action Portfolio focuses on stocks that are part of the global battle against climate change. Its stocks focus on alternative energy, energy efficiency, sustainable mobility, "green" real estate, and sustainable water.
Three Truths Turning The Financial Advice Industry On Its Head
Ryan George, Chief Marketing Officer at Docupace says taking the lead on positive client engagement, robust financial planning and fiduciary will reap the benefit of loyalty
Standard Chartered Bank wins IDC's "2021 Smartest Bank in Asia" award with SAS solution
Partnering with SAS, Standard Chartered Bank builds scenario-based analytics platform for robust stress testing
Last Chance for Credit Suisse
The disaster pile-up by Credit Suisse causing billions in losses leads to a single conclusion: the Swiss bank needs a major strategy overhaul under new oversight.
Sustainable Investment Report 2020: "people want to see change"
In a foreword to our annual Sustainable Investment Report, our group chief executive Peter Harrison explains how 2020 changed the way people feel about sustainability.
Utmost Group announces the proposed acquisition of Quilter International from Quilter plc for £483m
Quilter International will become a part of Utmost International, the international life assurance business of Utmost Group
James Hay ramps up Nucleus bid by changing takeover strategy
James Hay is set to acquire Nucleus by way of a recommended takeover offer, as opposed to its original plan of using a scheme of arrangement, in order to increase its chance of snapping up the rival platform.
New Kingswood boss outlines future acquisitions
Kingswood has acquired five advice companies in the past two years, backed by the capital of its private equity backers, who hold a stake.
HNW investors' demand for private equity growing
HNW investors’ growing private equity allocations
JPMAM China wealth partnership launches fund
A week after the asset manager took a 10% stake in the Shenzhen-based firm