02/04/2021
Zurich PB partners with Cyprus firm to create UAE wealth adviser
The new firm is expected to be operational by mid-2021.
Wealth and Asset Management
02/04/2021
Amundi launches Amundi OCIO Solutions Division
The new offering is structured in order to help clients focus on their strategic goals, by shifting to Amundi some or all of the investment functions typically performed by an Investment Committee.
02/04/2021
Trust me, I'm a chief executive
Trust in governmental institutions is at record lows across the world. Business needs to rise to the challenge.
02/03/2021
Discounts on luxury London homes have got less generous, as demand rises
The data shows that during the fourth quarter, 16.2% more properties were under offer compared to the same period in 2019.
02/03/2021
UK wealth firm enters administration
‘Due to delays in the investment required for the business to begin trading’
02/03/2021
Eurozone GDP dips as pandemic restrictions return
GDP beats expectations but there are growing risks around Europe’s vaccination programme.
02/03/2021
Mattioli buys London wealth planner in regional boost
Mattioli Woods has purchased London wealth adviser Montagu for £2.3m in cash and equity as it looks to extend its reach in the region and the wider south east of England.
02/03/2021
Irish household wealth hits record high of €831bn despite pandemic
Net worth of Irish households increases despite rise in unemployment, data shows
02/03/2021
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.
02/03/2021
Investors should keep a high proportion of tangible assets: Pictet
The firm said 2021 is expected to be a year of earnings recovery.
02/03/2021
Credit derivatives house of the year: Credit Suisse
Risk Awards 2021: hedging before the crisis allowed bank to offer ample liquidity when markets tanked
02/03/2021
Fintech firms unite to help wealth managers access private-market funds
Truffle Invest and Delio announce new partnership offering custom-built solutions.
02/03/2021
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%.
02/02/2021
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.
02/02/2021
Hawksmoor to open new Bath Office
The opening of a new office in Bath is an exciting step in Hawksmoor’s expansion plans.
02/02/2021
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.
02/02/2021
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.
02/02/2021
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.
02/02/2021
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.
02/02/2021
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.