11/10/2020
Luxembourg chiefs post gloomy outlooks for year-end
Over half, or 55%, were confident about revenue growth for 2021, although this may be due to likely cuts in operating budgets.
Wealth and Asset Management
11/10/2020
Schroders trust bucks trend with £250m fundraise
The trust will aim to invest 50 per cent in public equity investments, with the other 50 per cent going into unquoted stocks.
11/10/2020
How has the Covid crisis impacted recruitment at DFMs?
AJ Bell goes on a hiring spree while established players SJP and Quilter have been more cautious
11/10/2020
WeekWatch by St. James’s Place
It's too early to understand the full impact of the update, but so far it has been positive for global stocks.
11/09/2020
Schroders' Blue Orchard Launches COVID-19 Fund
The fund has a target size of $350 million.
11/09/2020
Credit Agricole : Launches New Division to Serve Super Rich
The French bank said Monday it is creating a new private investment banking division focused on ultra-high net worth individuals and family holdings across the world.
11/09/2020
Asset manager makes strategic investment in Sanctuary Wealth
The wealth management industry is in the midst of a massive shift as more than 100,000 advisors retire over the next few years, bringing an estimated USD1.6 trillion of assets into the market.
11/09/2020
Stocks ride higher on Biden win as Brexit comes into focus
An incoming Biden administration is certainly not going to offer an easy path to a trade deal between UK and the US
11/09/2020
Allegro becomes Ocorian Fund Management
We offer end-to-end service solutions for fund groups so they can maximise the benefit of centralising their administration and create economies of scale.
11/06/2020
LGT receives accolades for alternative investments and sustainable investing
It also received a “highly commended” rating in the Impact and Sustainable Investing category.
11/06/2020
Why we are entering a pivotal moment for wealth management
Until 2020, the international wealth management sector had grown at a remarkably steady rate, reaching a value of nearly $486.78 billion in 2019
11/06/2020
Why Continuity and Succession Planning is Crucial for Businesses Right Now
There could also be litigation, brand damage and liquidation issues to contend with which can ultimately lead to business failure.
11/06/2020
Falcon Private to transfer client relationships to ONE swiss bank
ONE emerged in 2019 from the two Swiss banks Banca Arner and GS Banque.
11/06/2020
Taaleri Wealth Management wins institutional investor survey
Taaleri received top grades for customer service and for taking an active view on markets, among other mentions.
11/05/2020
WealthArc to provide digital services to Eleutheria Wealth
WealthArc’s Portfolio Management System will help the company operate more efficiently by reducing tedious manual tasks to the minimum.
11/05/2020
UBP launches a global fintech strategy
The allocation to these three alpha opportunities will also depend on the macroeconomic environment and the team’s strong convictions on specific stocks.
11/05/2020
Transformative approach to wealth management, with the launch of Integrity365
Integrity365 currently has eight financial planners and plans to grow to 12 by the end of March.
11/05/2020
REYL & Cie named "Best Private Banking Boutique in Europe"
REYL & Cie was selected by an international panel of independent judges
11/04/2020
Wealth Dynamix Completes Eighth Year of Growth and Continues Expansion Despite Global Pandemic Challenges
Technology has never played a more vital role in enabling business continuity and empowering advisors and the success of Wealth Dynamix through this trying period is testament to our many years of wealth management domain expertise and the flexibility of
11/04/2020
Vontobel achieves strong client growth in first nine months of 2020
This increase was once again driven by the business with institutional clients in Asset Management, which generated 10% growth in net new money (annualized).