12/15/2022
IQ-EQ shortlisted in the 2023 Citywealth Magic Circle Awards
The Magic Circle Awards is Citywealth’s flagship annual awards programme, celebrating the elite of the international private wealth industry.
Wealth and Asset Management
12/15/2022
Indosuez Blue Cycle, an innovative investment solution with a solidarity component
Indosuez Wealth Management completes Indosuez Blue Cycle campaignThe investment solution, co-designed with Crédit Agricole CIB, included donations to water and ocean preservation projects
12/14/2022
Northern Trust Asset Management’s Risk Report Highlights Drivers of Unexpected Portfolio Results
Analysis spans six years and comprises nearly 300 institutional portfolios totaling more than US$250 billion, plus 1,300+ investment strategies
12/14/2022
Monthly Update: A positive month as tough year draws to a close - Coutts
Markets rallied in November as US inflation fell, sparking speculation of smaller interest rate rises.
12/14/2022
Conversion of Credit Suisse Real Estate Fund International into an NAV-based product under review
The fund management company plans to convert the CS REF International into an NAV-based product to accommodate existing client needs.
12/14/2022
Swiss economy: Swiss interest bonus is back to stay
Credit Suisse economists are forecasting that Swiss GDP will still grow by 1.0% next year, following a 2.0% increase in 2022.
12/14/2022
China’s zero-Covid retreat sparks wealth management product sell-off
Vicious circle as fund managers are forced to sell holdings to satisfy wave of redemptions
12/14/2022
Barclays significantly increases sustainable finance as the opportunity to accelerate the transition grows
The success of the investments to date means an increase in the investment mandate to £500m is required to allow Barclays to continue existing efforts and support new investments.
12/14/2022
Inflation eases to 10.7%: What this means for your personal finances
The Consumer Prices Index (CPI) rose by 10.7% in the 12 months to November 2022, down from 11.1% in October
12/14/2022
Unintended inefficiencies hinder scalable growth
'Inherent business inefficiencies'
12/14/2022
Wealth management firm expands Midlands footprint with latest acquisition
The firm has a team of 17, comprising advisors, planners, researchers and support staff.
12/14/2022
AJ Bell: Investors using portfolio money for cost of living crisis
One in five AJ Bell customers
12/13/2022
Dalma Capital Group Acquires The Global CIO Office: Creates Full Service Integrated Platform for Funds, Investment Banking and Wealth Advisory
Investment industry leader Gary Dugan named Chief Investment Officer of Dalma Capital
12/13/2022
BNP Paribas strengthens private assets capability
Private Assets will pursue ambitious goals of fundraising from third party clients, from major institutional investors to individual investors, supported by the Bank’s various distribution networks as well as its partners.
12/13/2022
Hampden & Co cashes in on Adam exodus
The bank has onboarded about 50 former Adam clients and expects hundreds more to transfer in 2023 due to an agreement with Canaccord Genuity.
12/13/2022
Swedish wealth management firm selects Bricknode to consolidate investment operations
The Client chose Bricknode's digital investment platform to automate and administer its daily operations including accounts, transactions and order management.
12/13/2022
Wealth management firm agrees City Quays 3 deal
The team based in Belfast has a wide-ranging skillset and extensive experience in financial planning and investment management.
12/13/2022
RBC Wealth Management look to defensive European equities in 2023
Overall, RBC said they were underweight European equities but suggested a discount to US stocks and low valuations have already accounted for a European recession.
12/13/2022
Four Wealth Management Trends Taking over in 2023
2023 will see the continued digitalisation of the client experience, from onboarding to day-to-day activities.
12/13/2022
Ocorian wins Best Family Office Governance in Channel Islands
Ocorian was awarded the ‘Best Family Office Governance’ award at the event, which celebrated the brightest and best among the Channel Islands’ world-renowned wealth management industry.