06/22/2021
Europe dominates, China rises, and the US remains stable in 2021 World Competitiveness Ranking
Western European countries lead in the 2021 rankings, reflecting the resilience of economies in the face of the global COVID-19 health crisis.
Wealth and Asset Management
06/21/2021
UBS WM picks Invesco to run real estate mandate
The new structure will invest in Invesco’s direct real estate strategies, selected co-investments or direct real estate.
06/21/2021
Northern Trust Appointed by US$45bn Manager
As their asset servicer, our global network helps facilitate operational efficiency, speed to market and distribution for their funds.
06/20/2021
Investec and Irish Life considering joint bid for Davy
Investec has been active on the Irish capital markets scene since 2012, when it acquired NCB.
06/20/2021
US WealthTech Talks: Driving Efficiencies in Wealth Management with Technology
Technology in and of itself is not necessarily the answer but the intelligent deployment of the right technologies in the right framework can make huge a difference.
06/18/2021
Adviser helps client get £320k in redress from SJP
The client took out three separate personal pensions and then switched these into a single retirement account with SJP.
06/18/2021
Bank Julius Baer places first ever euro bond of €500m
An application for provisional admission to trading on the SIX Swiss Exchange will be made.
06/18/2021
Mustier and Arnault's SPAC targets £2.5bn UK fintech True Potential
Pegasus Europe tabled a bid this week to take the UK fintech onto the Amsterdam stock market, Sky News learns.
06/18/2021
Quilter to make hundreds more redundant in bid to slash costs since LSE listing
Sources close to the company told City A.M. the redundancies have so far taken place in waves, making it difficult to know exactly how many people have been let go.
06/18/2021
BBVA Switzerland’s digital assets solution launches next week
One of the main advantages the bank is promoting is the ability to see bitcoin holdings in its investment app alongside other conventional investments.
06/17/2021
Schroders’ Group CEO included in Glassdoor’s Top 50 UK CEOs in 2021
The Employee Choice Awards recognise the Best Places to Work and Top CEOs, using solely employee feedback to determine the winners.
06/17/2021
Beaufort's DFM rebrands to YOU Asset Management
We want to capture this emphasis and focus with our new name.
06/17/2021
Wealth and investment management group continues acquisition spree with £4m deal
Our focus on enhancing the client experience is paying dividends and I am delighted that we now have approaching £200m in our internal MPS.
06/17/2021
Deutsche Bank rolls out four strategic income funds across Europe and Asia
The SAA funds have total assets under management over 3.5 billion euros as at June 11, 2021.
06/17/2021
Meet the new Head of our Paris office - Edouard de Saint-Pierre
The Paris office has just won the "Best Specialist Private Bank" award from Leaders League.
06/16/2021
Julius Baer donates $1.4 Million to support COVID-19 relief programmes in India
The funds will be utilised by its NGO partners to support vulnerable families and households with ration kits, mass screening and vaccination programmes, as well as food and health protection initiatives for the elderly and migrant labourers.
06/16/2021
BNP Paribas Suisse suffers CHF 360m net loss in 2020
This compares to a CHF 13.9m loss in 2019.
06/16/2021
Global Market Insights by WHIreland Wealth Management
Inflation targeting has been very successful over the past two decades and there is a high level of public confidence that inflation will remain under control.
06/16/2021
D1 Capital Partners makes USD150m investment in Addepar
Addepar, a technology platform for wealth management, has raised USD150 million from D1 Capital Partners at a pre-money valuation of USD2 billion as part of its Series F financing.
06/16/2021
Wealth management giant partners with professional golf association
The partnership affirms The PGA’s mission to improve the personal and professional lives of its Members, whilst supporting the shared vision of being the best and most reputable organisations in their respective industries.