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The biggest risks these eight private bank CIOs are bracing for in 2022

As part of Citywire's latest edition of the Top 30 Super Allocators investment chiefs reveal their worries for next year.

How To Become A Leading, Digitally-Enable Wealth Manager

The three phases process started by deploying the Portfolio Management component to serve advisors with insights, relevant and actionable information to respond to client preferences with a personalised advisory service.

“You’ve not seen anything yet”: how to change with purpose – Peter Flavel

Under Peter’s leadership since 2016, Coutts has doubled down on the purpose-driven spirit on which it has built its reputation, accelerating its digital capabilities, extending its commitment to entrepreneurs and earlier this year, achieving B Corp

Prydis Wealth breaks through £1bn Aum

Many of our advisers have come to us through word of mouth from their peers, which is testament to the great support our team provides.

Julius Baer announces completion of 2021 share buy-back programme

The cancellation of the shares bought back under this programme will be proposed at the Annual General Meeting of shareholders on 12 April 2022.

Munich-based family office AM alpha buys 112 Robinson for $269.7 mil

The seller of 112 Robinson is Robinson Singapore Holding Pte Ltd, where the ultimate holding company is Lion Trust. Cushman & Wakefield (C&W) is said to have brokered the sale.

Upskilling wealth managers and securing digital buy-in

In this second of a three-part blog series on the recent Hubbis Digital Dialogue webinar ‘The Vital Importance of Empowering the Relationship Manager’, we examine the changing skill-sets relationship managers need in a digital-first market

Morningstar: We've been watching the platform space

“We're very familiar with the Praemium business and team from Australia and the UK.”

Wealth Management: Industry Trends, New Priorities, and Major Shifts

Wealth management companies are now focusing their priorities in the current economic climate to thrive.

Departing Credit Suisse executive could face $10m clawback

Eric Varvel was proponent of the Greensill Capital-linked supply-chain finance funds that unravelled

Report says advisers should be trained on philanthropy

To address this the commission made several recommendations, including better advice, support and infrastructure for philanthropy.

Succession Wealth buys two south west advice firms

Kit Finney, principal at JCF Financial, said: “As our business grew, we decided to look for a partner with the scale to help service the complex requirements of our expanding client base.

Quilter’s WealthSelect reduces UK exposure as stronger headwinds gather

The move has corresponded with an increase in allocation to European equities as Clark sees similar valuation arguments as the UK for the region but without the level of uncertainty heading into the new year.

UBS Weighs Continuing the Fight in France

The bank has stowed 450 million euros ($508 million) against a potential multi-billion euro penalty.

Quilter adviser school launches level 6 retirement planning unit

The first cohort to undertake this unit will embark on a five-month structured study plan delivered by QFAS in February 2022

Mattioli Wood eyes more acquisitions as integrations are on track

Over 10% organic revenue growth

Van Lanschot Kempen sells Global Property Research BV to Solactive

GPR’s operations will be continued, by the current employees of GPR, within Solactive, a German benchmark provider offering indices for a broad range of sectors and asset classes internationally.

Coutts In conversation: What will happen to markets in 2022?

As we approach a new year with new uncertainty around coronavirus, three of our experts share their views on what investors might expect from the next 12 months.

French Billionaire Weighs IPO of Sotheby’s Auction House

Drahi has held preliminary discussions with potential advisers about a U.S. listing of Sotheby’s as soon as next year, the people said, asking not to be identified because the information is private.

Financial promotion exemptions for high net worth individuals and sophisticated investors: a consultation

This consultation proposes reforms to these exemptions, responding to economic, social and technological changes

Wealth and Asset Management