RBC Reshapes Markets Unit Into Three Cross-Product Groups
Business will be divided into sales, macro and digital groups
Wealth and Asset Management
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Why Canaccord's takeover bid for RF Capital is a 'great cultural fit'
News of the bid, which was made earlier this month, emerged yesterday, raising the prospect of two of the largest independents joining forces.
Citi Private Bank Loses China Heavyweight
The departures occurred in the midst of a new organizational structure for Citi’s private banking arm.
Santander Private Banking to Acquire Indosuez Wealth Management Business in Miami
As part of the agreement, Santander Private Banking plans to purchase $4.3 billion in client assets and liabilities with related staff from Indosuez Wealth Management.
“Smart Alpha” – a new way to tap into active investment strategies
A new partnership between UBP and amLeague, a specialised index provider, allows investors to combine the advantages of active investment management with those of passive index tracking.
CREALOGIX reports sales growth and improved profitability in the first half of 2020/2021
The CREALOGIX Group has successfully taken its place amid the international competition in the first half of 2020/2021
The power of collaborative leadership
Entrepreneurship is not for everybody.
Global equities hit a speed bump by Nikko AM
The interaction between sovereign bonds and equities has been worrisome for multi-asset portfolios so far this year.
SJP award winner seals advice firm acquisition
The acquisition means that Oakmere Wealth Management now employs a total of nine staff, with Walsh continuing to serve his clients and provide ongoing financial advice.
Hargreaves Lansdown expects profit ahead of market forecasts
Hargreaves recorded annual pretax profit of GBP378.3 million in financial 2020.
Credit Suisse Revamps Swiss Corporate Client Unit
The two units will operate under the names Swiss Multinational Groups» and «Swiss Large Corporates.
Ex-Merrill Lynch Ohio Team With $750M AUM Joins UBS
The team will report to Jon Ramey, UBS Wealth Management USA head of the Ohio independent market, and Michael Gatewood, Chicago market head, UBS Private Wealth Management.