Clifton Asset Management third acquisition pushes AUM over £1bn
This is Clifton’s third acquisition in just three months, after Burnett & Reid Wealth Management in July and Noble James Associates in September.
Wealth and Asset Management
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Asia and Middle East Families Withdraw Assets at Credit Suisse
One Asian family office that pulled out cash said it was told by the bank that there was a queue of unprocessed transactions that resulted in some temporary backlogs.
Private bank current account deposits growing at cost of PSBs
Private sector banks are ahead of state-run lenders in terms of current account.
Wealth Management Connect: higher investment quota, greater choice are key to improving bay area’s cross-border scheme
Many investors want the cap on individual investments raised by at least five times from the current 1 million yuan (US$140,528)
Malin Norberg: The woman behind the world’s biggest wealth fund
Global head of fixed income trading at Norges Bank Investment Management (NBIM), Malin Norberg, tells Laurie McAughtry why the firm’s investment profile is so unique, why her strategy is so long-term, and why it makes her job so much easier.
Revealed: All the shortlists for the 2022 PA Wealth Partnership Awards
Six wealth managers up for Fund Selection Team of the Year
Wealth managers severely punished for climate policy in the USA
The investment house, led by company founder Larry Fink , is urging companies to cut their carbon emissions and has threatened to ditch laggards from actively managed funds.
Major GAM investor trims stake in asset manager
Bantleon Bank has sold 2.75 million GAM shares, cutting its stake in the firm from 11.13% to 9.41%.
Results of today’s Extraordinary General Meeting
They will join the Board of Directors with immediate effect, with Boris Collardi serving as a non-independent Board member.
Jensen Partners to support asset managers with investment from JB Capital
JB Capital primarily invests in areas that are not adequately served by institutional investors.
Swiss Central Bank Keeping a Close Eye on Credit Suisse
This week the bank's share price hit a record low of 3.52 Swiss francs following intense media speculation about its health.
Most Powerful Women in Finance: No. 24, Ida Liu, Citigroup
Liu is focusing on what she calls a "full family" approach — expanding client relationships to include spouses, children, grandchildren, and extended family.