Lombard Odier launches domestic advisory services in Brazil
In Brazil, it operates under a local securities advisory license with a small team of 12 professionals.
Wealth and Asset Management
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Vanguard inks tripartite deal to boost adviser access to private markets
Both Wellington Management and Blackstone manage over US$1 trillion in assets each, with Blackstone covering alternative assets such as private equity, real estate, and credit.
Wealth managers cut UK exposure despite cheap valuations
This is the view of James Burns, who runs £3bn of assets within the model portfolio service at Evelyn Partners.
Wealth managers forecasting gold will go to $5000
This has led some of the world’s top wealth managers to forecast further significant gains in gold and to advise clients to diversify out of US assets.
The Global Financial Landscape: Emerging Trends in Wealth Management in Asia and Beyond
The rise of Asia and the Middle East as global wealth hubs have reshaped the financial landscape.
Former Aberdeen veteran eyes headcount growth at crypto ETP firm 21Shares
Russell Barlow, who joined Switzerland-headquartered crypto assets specialist last year, says headcount could grow to around 100 by the end of the year
Nomura Reports Fourth Quarter and Full Year Financial Results
Net revenue in the fourth quarter was 452.7 billion yen (US$3.0 billion), decreasing 10 percent quarter on quarter
Julius Baer launches CIO office sales unit
Beyazit Guzelyagdoken takes charge of the new team, which focuses on discretionary mandate sales.
Treasury chief Bessent’s briefing to private bank event draws scrutiny
Experts say Bessent didn’t violate any rules and that the customs and conventions around such private talks are murky
The future of private banking in the Middle East: Five trends leading the new era
Family wealth in the Middle East is entering its second – and, in some cases, third – generation at a time of rapid regional transformation.
Govt directs 80% of PrivatBank's net profit for 2024 to state budget, 50% to Oschadbank
As reported, according to unaudited reporting, state-owned PrivatBank increased its net profit in 2024 by 6.3%
Utmost Group plc Full Year Results 2024
Transformational year with the acquisition of Lombard International and entry into the BPA market