06/20/2022
Three Things: What's on Investors' Minds?
High inflation and slowing growth have been taking their toll and troubling markets.
Wealth and Asset Management
06/20/2022
With the tech juggernaut slowing down, where next for investors?
The tech sector experienced exponential growth during the pandemic but is now facing a downturn prompting investors to look elsewhere.
06/20/2022
LGT to create Region EMEA
The new setup will become effective as of 1 January 2023.
06/20/2022
Central banks up the stakes – a key risk for the global economy
Upcoming hikes would take the Fed well beyond its previous estimates of ‘neutral’ policy that neither stimulates nor curbs growth (in the mid 2% range), and the peak of the last hiking cycle, into restrictive territory.
06/20/2022
Lumin Wealth completes acquisition of Ashridge Financial Management
The acquisition builds on Lumin’s strategy of partnering with like-minded advisers who share the same high standards and commitment to client-centric solutions.
06/20/2022
PE-backed advice company buys Beaufort Group
Acquirer was set up last year by former CEO and CFO of Quilter Financial Planning
06/20/2022
Stonehage Fleming announces senior promotions
In the Jersey Family Office division, Ian Ferguson and Rudi Bodenstein have been promoted to Partner.
06/20/2022
Wealth Management Market Players To Provide Hybrid Services By Integrating AI
The Business Research Company’s Wealth Management Market 2022 - Opportunities And Strategies – Global Forecast To 2030
06/17/2022
Caledonia Investments looking to sell fund manager 7IM
Caledonia has owned 7IM for seven years, after acquiring the company in 2015 for GBP100 million.
06/17/2022
Pictet predicts asset allocation ‘shake up’ over next five years
Firm says emerging markets and alternatives can achieve double-digit returns
06/17/2022
Luxembourg Ministry of Finance appoints Schroders and BlueOrchard to accelerate climate action with a landmark partnership
The initiative will specifically focus on the environment: climate mitigation, climate adaptation, and the protection of water and biodiversity.
06/17/2022
The Private Banking Awards 2022 winners announced!
Both Santander and BNP Paribas Wealth Management left with two awards a piece.
06/17/2022
BMO EMEA to be rebranded as Columbia Threadneedle Investments
Follows £615m acquisition
06/17/2022
HSBC AM expands alternatives arm with capital solutions unit
The unit will offer flexible capital solutions in private and sustainable assets for HSBC Asset Management institutional and wealth clients.
06/16/2022
European private bank unveils advice service
It will be available to customers with a net worth between €1m-€4m
06/16/2022
Close Brothers taps Sanlam and Rathbones for five senior hires
Opens new Chichester office
06/16/2022
Young Fundpicker: How can wealth managers stay relevant?
New generation of investors
06/16/2022
Credit Suisse to call for redemption of CHF 1.5bn capital instrument
The firm plans to issue up to CHF 2bn in high-trigger Tier 1 capital instruments this year.
06/15/2022
Tatton sees 26% revenue rise as it reaps acquisition benefits
The group is aiming to hit £15bn in AUM by 2024, and has so far exceeded its organic growth target of £1bn per year, delivering £1.7bn in the first 12 months.
06/15/2022
WealthSelect adds to Fixed Income across the range as economic uncertainty persists
The Responsible Active and Blend portfolios also see the introduction of a new holding