Julius Baer UK boss wades into WFH debate: ‘The era of micro-management is over’
The wealth manager has faced numerous headwinds in recent years, but its UK boss says that trust in its people is integral
Wealth and Asset Management
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Why investment bankers struggle to cross-sell wealth management
History shows ‘one bank’ plans rarely work
Stifel to Buy B. Riley Wealth Management Business
B. Riley Financial said on Friday it had agreed to sell a portion its traditional wealth management business to Stifel.
Sequoia Financial Group buys Charleston-based Family Asset Management
Family Asset Management, located in Charleston, is acquired by Sequoia Financial Group.
Forex settlement ceiling raised as Taiwan aims to be wealth management hub
The bank said individuals wanting to exchange more than the maximum can apply to the central bank, meaning that despite the ceiling, funds can flow freely to and from Taiwan.
B. Riley to sell part of wealth management business to Stifel
The bank has been navigating heightened turmoil since August, when it warned that its exposure to Franchise could result in a writedown and losses for the second quarter ended June 30.
Canaccord reports 56% jump in wealthy individuals looking for financial planning outside UK mainland
Canaccord reports a 56% increase in people specifically searching for its services in Guernsey, the Isle of Man, and Jersey.
Standard Chartered has completed first HKD-denominated blockchain test settlement with Ant International’s Whale platform
This is the first time Standard Chartered has conducted HKD blockchain transactions with Ant International
UBS Asset Management launches its first tokenized investment fund
UBS Asset Management’s global distributed ledger technology strategy is focused on leveraging public and private blockchains networks
7IM acquires ASHL’s Rockhold Asset Management to expand its investment proposition
The latest acquisition will take its assets under management to c£27 billion.
Nomura Reports SecondQuarter Financial Results
Best Wealth Management performance in nine years, underpinned by 30% growth in recurring revenue YoY amid progress in asset management business initiatives
Eric Finnell joins GAM in Sydney to lead and strengthen distribution across Australia and New Zealand
Eric brings over 18 years of experience in financial services, having previously overseen institutional marketing and client servicing at Bennelong and Fisher.