11/11/2020
Swiss private bank opens German branch to boost AM presence
Up until now, the firm had been serving German clients from Zurich, but having a local office will help boost the institutional client business, according to a statement released by UBP.
11/11/2020
In the most recent deals, buyers are showing never-before-seen levels of deference to targets.
11/11/2020
This is leading to a widening gap between the digital ‘haves’ and ‘have nots’ – a gap that has been exposed by the pressures of Covid-19.
11/10/2020
Population hit a five-year high with a 28% rise since 2014
11/10/2020
This year Nutmeg upped its digital footprint becoming the first wealth manager to offer customers the ability to top up their investments using Google and Apple Pay.
11/10/2020
For many, the pandemic has served as a wake-up call about the kind of world we want to live in – and pass on to our children.
11/10/2020
US GDP surged 7.4% q/q, exceeding analysts’ estimates and driven by robust consumer spending and residential investment.
11/10/2020
Over half, or 55%, were confident about revenue growth for 2021, although this may be due to likely cuts in operating budgets.
11/10/2020
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
AJ Bell goes on a hiring spree while established players SJP and Quilter have been more cautious
11/10/2020
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
The fund has a target size of $350 million.
11/09/2020
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
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
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
It also received a “highly commended” rating in the Impact and Sustainable Investing category.
11/06/2020
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
There could also be litigation, brand damage and liquidation issues to contend with which can ultimately lead to business failure.
11/06/2020
ONE emerged in 2019 from the two Swiss banks Banca Arner and GS Banque.