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Mattioli Woods scoops up wealth management firm

Montagu is based in Twickenham and employs an experienced team of four staff, all of whom will remain with Mattioli Woods following completion.

Investors should keep a high proportion of tangible assets: Pictet

The firm said 2021 is expected to be a year of earnings recovery.

Credit derivatives house of the year: Credit Suisse

Risk Awards 2021: hedging before the crisis allowed bank to offer ample liquidity when markets tanked

Fintech firms unite to help wealth managers access private-market funds

Truffle Invest and Delio announce new partnership offering custom-built solutions.

Wealth manager to launch defensive fund of up to £50m aimed at risk-averse

Fixed interest makes up the majority of the fund’s asset allocation at 70%, with equities and related securities accounting for less than 25%.

12 Powerful Wealth Management Trends. 12 Opportunities in 2021. Are you ready?

The pandemic has merely acted as a reminder for the industry to revisit its priorities to appropriately tackle these challenges, and it has been successful in doing so by accelerating the adoption of tech and opening the door for WealthTech.

Hawksmoor to open new Bath Office

The opening of a new office in Bath is an exciting step in Hawksmoor’s expansion plans.

BNP Paribas Asset Management, CAIA Association and Liquefy publish research on the future of tokenisation in alternative investments

Tokenisation is the process of creating a digital representation of a non-digital asset.

Basel IAM strikes fund distribution deal with German fintech

The fund invests in long-term developments such as population growth, climate change, urbanisation and the technological evolution.

Nordea Bank Is Reorganizing Its $390 Billion Wealth Business

The changes won’t result in job cuts, but the positions of Nordic head of private banking and Nordic head of investment and security advisory services will be eliminated, he said.

Nordea AM soft closes climate fund after it surpasses CHF 6bn AUM

The company said AUM grew by more than 500% over the past two years.

Barometer: Day trader salvos won't dent stocks' attractions

The surge in trading activity and hedge funds reducing their positions in other more widely held equities has caused one of the sharpest daily spikes in market volatility ever recorded.

Guernsey insurance sector supports London museum campaign

Insurance and risk management goes back thousands of years and London has been one of the centres of the global industry since the days of the coffee houses, where insurance deals were struck, in the 17th century.

Julius Baer posts 50% FY profit rise

Monthly average AuM declined by 1% to CHF 409 billion, reflecting the sharp fall in equity valuations in the first quarter of the year.

Standard Life Aberdeen’s ‘reset guy’ promises growth revival

Chief executive Stephen Bird reshuffles top ranks to look out for acquisitions

Michele Ferrario: «Our Wealth Advisors are Advisors, For Real»

This is not like private banks with relationship managers whose compensation is dependent on what products to sell and what managers to bring in.

JTC Consolidates Business In Luxembourg Through Move To 'Bijou'

Luxembourg is the largest investment fund centre in Europe and the second largest in the world after the US.

Stuart Platt-Ransom named in 2021 eprivateclient 50 Most Influential

Platt-Ransom’s individual achievements have also been previously recognised.

UBS beats impact investment target and launches white paper on sustainable finance for The Davos Agenda

Each investment aims to generate a measurable social or environmental impact relating to one or more of the SDGs, as well as a compelling financial return for clients.

EFG International enhances presence in Cyprus

This enhanced presence in Cyprus will lay the foundation for further increasing EFG’s exposure to markets with long-term growth potential.

Wealth and Asset Management