09/07/2022
The company says its solution will provide SJP with the ability to continuously screen entities against global watch lists of sanctions, politically exposed persons and adverse media, as well as any internal whitelists and blacklists, across the entire or
09/07/2022
Northern Trust funds first to go live on the new multi-jurisdictional environment
09/06/2022
7IM’s MPS range comprises of passive, active, and responsible choice portfolios.
09/06/2022
The transaction with Butterfield is expected to close in the first half of 2023 and is subject to customary conditions, including regulatory approvals.
09/06/2022
The sharp rise in inflation, as well as ongoing supply chain issues and enduring pandemic-related pressures, still pose risks to many groups.
09/06/2022
The opening of the new Representative Office in Tel Aviv will expand EFG’s coverage of the Israeli market and capture the significant wealth management opportunities in the region.
09/06/2022
Cité Gestion was founded in 2009 as a custodian and securities dealer by Lombard Odier. It was bought out by six managing partners in 2017.
09/06/2022
With Napier’s AI-enhanced screening solution, St James’s Place can leverage large-scale, ongoing customer screening and re-screening capabilities.
09/05/2022
The bank will now be called TradeXbank and all of its employees in Zurich will keep their jobs.
09/05/2022
Buy-and-build strategy
09/05/2022
Cardea plans to expand its presence in Switzerland by a combination of strategic acquisitions of small to mid-size wealth management firms in parallel with the hiring of individual wealth advisors and their teams.
09/02/2022
Returns fell from £4k to £160 over four years, before the investment was valued at just £1.
09/02/2022
The cuts are part of broader plans to reduce $1 billion in costs to help the bank recover from a series of scandals and quarterly losses.
09/02/2022
Blake opened his commentary by agreeing with a fellow panellist’s view that private wealth continues to grow rapidly across Asia, which translates into a significant opportunity for the industry with much of that wealth remaining self-directed or un
09/01/2022
He also set out how the UBP approach is to provide high-touch, specialised investment advice rather than a low-touch, digital-first model.
09/01/2022
Right after the COVID-19 recovery began, the war in Ukraine started – and for European investors it was something happening very close to home, so it affected the behaviour of clients
09/01/2022
Recent level of activity ‘has been remarkable’ and ‘shows no sign of letting up’
09/01/2022
The private equity module focuses on private clients, foundations, institutional investors and other family offices with a targeted investment volume in the private equity asset class starting at three million euros.
09/01/2022
Private banks in Switzerland experienced a golden year in 2021. Assets under management rose by CHF 373 billion last year.
08/31/2022
PM Alpha is aiming to popularise private markets investment to a wider investment base by enabling better access for wealth managers to the best private markets managers.