01/03/2023
10-years of Canaccord
As part of the celebrations, staff who have worked for the company for the last ten years and beyond were asked what working for the business has meant to them.
Wealth and Asset Management
12/30/2022
Wealth Management Firm Chase Buchanan Reflects Back On Positive Year in 2022
The latest new locations and team expansion from Wealth Management company Chase Buchanan indicates that global expats are increasingly looking for confidence, experience and results.
12/30/2022
This is how the merged Sparkasse Hellweg-Lippe is positioning itself in private banking
The institute, which was created from the Sparkasse Lippstadt and Soest-Werl, is also gearing up for a common future in private banking.
12/30/2022
Wealth managers grapple with one of their worst years in a century
Inflation presents a challenge to preserving wealth in real terms that has not been faced in decades
12/29/2022
Wealth managers’ top 2023 calls: Riding the recession
Inflation data out last week for both the US and UK shows the pace has fallen back.
12/29/2022
Credit Suisse: Almost half of family offices do not invest in ESG
The bank's report provides insights into the main challenges facing family offices and the factors driving their investment decisions, including with respect to ESG investments.
12/28/2022
The Never Ending Ordeal of GAM
The process is said to be in the preliminary stages, so a resolution is unlikely to be imminent, the British news channel's report Friday.
12/28/2022
M&G commits to supporting female founders through UK Government’s Investing in Women Code
At present, less than 1% of all venture capital in the UK is invested in female-founded ventures, which represents a huge missed opportunity to create growth and jobs in the economy, and to create value for investors.
12/28/2022
The Wealth Mosaic talks to Steve Dyson and Michael Walford-Grant, Founder and Director at MDWG Consulting
The Accelerator is a part of an overall strategy – the sale being the endpoint. It is an ecosystem of knowledge, experience, and skills that relies heavily on the firms getting market exposure via TWM to show off the brand we have first put into pla
12/23/2022
Credit Suisse Swiss Investment Bank Demise Rumor Exaggerated
Credit Suisse immediately disputed JP Morgan's claim to first place to finews.com, calculating that it still held the lead.
12/23/2022
Credit Suisse Swiss CEO backs stability of business and return of clients
The embattled bank is currently stressing on its core wealth management business and cutting down on investment banking activities in order to improve its scandal-hit image.
12/22/2022
Reclassification of a portfolio of financial assets
This reclassification will help to reduce volatility in the Group’s regulatory capital and will have no impact on its income statement.
12/22/2022
Cazenove Capital releases its market outlook for 2023 press release
In this short video Christopher delivers his views on the global economy, inflation, interest rates, corporate earnings and energy prices.
12/22/2022
IFA consolidator sets up investment management arm
It will be ‘radically different from traditional DFMs’
12/22/2022
UBS, Deutsche Bank focus on India's wealthy while interest in China wanes
“We are witnessing increasing interest among resident Indian investors to build portfolios in international markets.”
12/22/2022
Mixed signals as rate hikes continue
The good news is that real disposable income has started growing again, helped by the lower monthly price increases and the strong labor market.
12/21/2022
Ex-HSBC and Coutts heavyweight launches DFM arm for Radiant
Consolidator Radiant Financial Group has taken a swipe at benchmark-hugging wealth managers as it launches a discretionary fund management service fronted by Minesh Gajjar.
12/21/2022
Swiss private bank merges with multi-family office
Together, the two companies employ around 100 people at four locations in Geneva, Lausanne, Zurich and Lugano.
12/20/2022
UBS Asset Management and J.P. Morgan Execute First Electronic Bilateral Trade via FlexTrade's FlexFI
Actionable liquidity on European credit is now seamlessly available within FlexTrade's EMEA trading workflow.
12/20/2022
Parmenion adds RBC Brewin Dolphin and Morningstar portfolios to adviser platform
They will also still be able to access Parmenion’s own DFM model portfolio solutions.