11/21/2022
Pictet Expects Realignment in Private Equity
That's when he started looking at private equity investment opportunities among privately held companies.
Wealth and Asset Management
11/18/2022
Close Brothers boasts solid first quarter amid higher net inflows
The company said it does not yet see a significant impact from the macroeconomic environment on its experienced credit performance, while it noted rising inflation and interest rates which affect its customers.
11/18/2022
Credit Suisse «Turbo-Charging» High Net Worth Business
Following its recent reorganization, Credit Suisse has deemphasized investment banking and placed even greater importance on its wealth management business.
11/18/2022
Meet E4S: the academic venture spearheading the transition to a circular economy
E4S came from the realisation that as academics we were not doing enough to support society in facing its challenges.
11/18/2022
RC Brown helps Alan Beaney’s son launch new wealth firm
The son of RC Brown investment director Alan Beaney has launched a wealth business with the support of his father’s firm.
11/18/2022
Rothschild & Co and CarbonCure Technologies announce long-term carbon compensation partnership
CarbonCure is a Canadian company that offers a suite of technologies to the concrete industry that reduce and remove carbon dioxide (CO2) from the atmosphere through mineralisation in concrete.
11/18/2022
Liontrust profits grow 9% despite falling AUM
11% drop in AuMA
11/17/2022
Investec shares drop on £4bn UK wealth squeeze
The 9.1% fall in UK wealth assets has prompted a near 4% dip in the wider group’s share price.
11/17/2022
HSBC AM downgrades seven Article 9 Paris-aligned ETFs
Downgraded to Article 8
11/17/2022
Credit Suisse considers selling stake in Lugano wealth manager
Credit Suisse currently owns 4.9% stake in Copernicus.
11/16/2022
First Wealth boss eyes private backing for hybrid advice service
Self-funded until now, Villis wants to secure private investment in the first quarter of next year.
11/16/2022
Crédit Agricole du Nord Est announces the creation of 2 vehicles to support business development and transition
The bond debt thus supplements the bank financing without impacting the distribution of the company's capital.
11/15/2022
Sale of North American Asset Management business
Wintrust to expand its Investment Management business, enters into agreement to acquire North American Asset Management units from Rothschild & Co
11/14/2022
Kingswood acquires Glasgow-based Strategic Asset Managers Limited
The opportunity to build our relationships across Scotland is an exciting one as we strive to help more people achieve their goals.
11/14/2022
Storrie ‘energised’ at Adam & Co after Canaccord deal
The Herald last week, the financial services veteran said working under Canaccord has energised him personally, while allowing his team to continue doing what they do best.
11/14/2022
Investment Strategy
After the rude bond market shock, pension funds are now trying to create liquidity in their portfolios and the illiquid property market is bearing the brunt of the same.
11/11/2022
Santander launches its first social investment fund with (RED)
It will be offered to investors in Chile, Germany, Portugal, Spain, the UK and the markets where Santander Private Banking International (SPBI) operates.
11/11/2022
Labuan IBFC receives commendation as international domicile at the European Captive Awards 2022
Accolade acknowledges continued strong interest in the domicile’s captive structures, particularly from the European segment
11/11/2022
FCM celebrates 25 years in the industry
The anniversary also coincides with the recent appointment of Franck Matthews as the Head of Incentives - a first for the company.
11/11/2022
A post-pandemic guide to equity investing
The monetary tightening has led to large corrections across markets, particularly in long-duration assets such as growth and quality stocks, as higher interest rates have fed through to higher discount rates in valuation models.