07/23/2021
CIO views: the power of selection
Pessimists will focus on rising Delta cases and the threat of further mutations of the virus, the risk of inflation, taper-timing and the downside risk driven by high valuations.
Wealth and Asset Management
07/22/2021
Robeco selected by St. James’s Place Wealth Management as sustainability engagement partner
Through the partnership, Robeco will also help broaden the wealth manager’s client reporting capabilities, such as sharing information on its engagement activities through case studies that demonstrate the difference it is making through collective
07/22/2021
AJ Bell hits £70bn assets mark for first time
The advised platform achieved net inflows of £1.1bn in the quarter, up 57% on the prior year figure of £700m.
07/22/2021
Monaco Family Offices, funds keen to tie-up with UAE
A select group of exceptional companies, people, and great opportunities for the local economies partnered with UNITE Monaco sharing the same ethos of adding value to the regions, supporting trade, social and economic progress.
07/22/2021
Trillions of dollars at stake: don’t overlook the Great Wealth Transfer
The generation that is inheriting the world’s wealth has grown up in an environment where social media spotlights
07/22/2021
Bank of Ireland acquires wealth management services provider Davy
Bank of Ireland will also pay for such excess cash, due to be finalised at completion, which will be largely comprised of the proceeds from these disposals, currently estimated to be c.€125 million.
07/22/2021
Credit Suisse Reaches for Check Book to Retain Staff
It quoted a senior banker as saying that the bank equalled a 30 percent pay rise from a rival in a bid to retain them.
07/22/2021
Nordea Says 90% of New Money Now ESG as Wealth Unit Hits Record
ESG accounted for 90%, or 2.4 billion euros ($2.8 billion), of second-quarter net flows
07/21/2021
EFG net profit triples
The bank also substantially de-risked its legacy life insurance portfolio.
07/21/2021
Four-fold success for Crestbridge Family Office Services
Winners of the Awards will be selected through an online voting process and by an independent panel of professionals in the private wealth management sector and announced at a ceremony in November.
07/21/2021
Stonehage Fleming swoops on £1bn private client business
Maitland’s Private Client Services business will bring further scale to Stonehage Fleming
07/21/2021
Julius Baer Benefits from Strong First Half
Following a record-high net profit in the first half of the year, we are entering the second half from a position of strength: fully focused on delivering on our strategy and prepared to capitalise on our position as employer of choice and to capture gro
07/21/2021
Close Brothers snaps up Surrey IFA with £300m assets
Close Brothers Asset Management has acquired Surrey-based IFA PMN Financial Management in a deal which will add £300m of assets to the investment firm.
07/21/2021
ZEDRA shortlisted for the STEP Private Client Awards
The awards ceremony takes place virtually in September
07/21/2021
Yacht or not – it’s back! Cowes Week 2021
We explain how ZEDRA’s management and crewing services can support your seafaring ambitions.
07/21/2021
Wealth manager confirms sale talks
Sale of acquisitive firm could start trend towards larger-scale consolidation
07/21/2021
Fairstone set to acquire two more IFA firms
Advice firms Imagine Financial Planning and Forbes Lawson Wealth Management are set to be acquired by Fairstone after joining its downstream buyout programme.
07/21/2021
Brooks says landmark tech overhaul on track despite CEO switch
As part of its partnership with SS&C Technologies, Brooks will provide its advisers and clients with a new front-end portal and migrate assets currently run on JHC Systems.
07/21/2021
Close Brothers trading update
Our focus on strict management of costs remains unchanged, while progressing our key strategic programmes.
07/21/2021
Schroders Capital reaches €1 billion hard cap fundraising target for European sub-investment grade infrastructure debt fund
The fund is the second vintage of this strategy whose first fund (JULIE I) was launched in 2017, raising close to €350 million.