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Latest News - Strategy

Falcon receives cash infusion from Abu Dhabi owner after slipping into loss

  • Published: 24 Mar 2017

Private banking boutique Falcon Group – involved in Malaysia’s 1MDB state investment fund scandal - has reported a loss of CHF128m for the financial year 2016.. read more

CBA, Austrade ink fintech collaboration agreement

  • Published: 24 Mar 2017

The Commonwealth Bank of Australia (CBA) and Austrade have inked a collaboration pact to encourage the flow of fintech innovation between Australia and the UK.. read more

Ex-Merrill Lynch director launches new advisory business

  • Published: 23 Mar 2017

Xerxes Mullan and his team have left Merrill Lynch to launch an independent advisory firm in association with Dynasty Financial Partners.. read more

JPMAM forms dedicated sustainable investing team

  • Published: 21 Mar 2017

J.P. Morgan Asset Management (JPMAM) has formed a dedicated leadership team to create a sustainable investing strategy, shortly after unveiling a new European equity strategy.. read more

Credential Financial taps Nest Wealth Pro to support its digital advice offering

  • Published: 17 Mar 2017

Canada-based Credential Financial has selected Nest Wealth Pro’s digital platform to support its digital advice offering for its partners.. read more

New alternative asset management firm launches in the US

  • Published: 17 Mar 2017

Finance executives Robert Grunewald and Richard Petrocelli have launched a new alternative asset management firm in the US, named Flat Rock Global, which will develop investment strategies for sectors underserved by banks.. read more

UBS creates special desk for foreign residents in Singapore

  • Published: 17 Mar 2017

UBS Wealth Management has set up a new desk to offer specialised financial services to meet the needs of foreign residents in Singapore.. read more

EFG International annual net profit surges to CHF339.3m

  • Published: 16 Mar 2017

Swiss private bank EFG International has posted net profit of CHF339.3m for the year ended 31 December 2016, a huge surge compared to CHF57.1m a year ago.. read more

Credit Suisse Asset Management signs credit research agreement with Lucror Analytics

  • Published: 14 Mar 2017

Credit Suisse Asset Management has entered into a long-term credit research partnership with research firm Lucror Analytics.. read more

InvestCloud creates new division to expand Europe business

  • Published: 10 Mar 2017

Fintech firm InvestCloud has launched a new division in order to incorporate accounting and robo capabilities to its digital wealth management platform.. read more

Mirabaud sets up branch in London

  • Published: 9 Mar 2017

Mirabaud, a Swiss wealth and asset management group, has launched a branch in London to strengthen its wealth management activities in the UK.. read more

Singapore, Abu Dhabi regulators team up to improve fintech innovation

  • Published: 9 Mar 2017

The Monetary Authority of Singapore (MAS) and Abu Dhabi Global Market (ADGM) have signed a cooperation agreement to support growth of fintech in the two jurisdictions.. read more

OppenheimerFunds to snap up SNW Asset Management

  • Published: 8 Mar 2017

US-based OppenheimerFunds has agreed to acquire fixed-income specialist SNW Asset Management for an undisclosed amount.. read more

Fund Channel opens office in Singapore

  • Published: 8 Mar 2017

Fund Channel, a Luxembourg-based cross-border fund distribution platform, has extended its presence in Asia by opening a subsidiary in Singapore.. read more

Wealthsimple for Advisors collaborates with Forstrong Global

  • Published: 7 Mar 2017

Wealthsimple for Advisors has partnered with Forstrong Global Asset Management to give financial advisers using its platform access to Forstrong’s investment portfolios.. read more

Safra Sarasin pulls plug on German private banking business

  • Published: 7 Mar 2017

J. Safra Sarasin Group has decided to cease offering private banking services in Germany following completion of a strategy review of the business.. read more

Brooks Macdonald to open office in Wales

  • Published: 7 Mar 2017

British wealth manager Brooks Macdonald has unveiled plans to set up a new office in Wales in mid-2017.. read more

Deutsche Bank to raise €8bn in capital; float asset management arm

  • Published: 6 Mar 2017

German banking group Deutsche Bank has revealed plans to raise €8bn ($8.5bn) in capital through a share sale and float its asset management business as part of turnaround plan.. read more

Lioncrest Global inks strategic partnership with Ops Capital

  • Published: 6 Mar 2017

Lioncrest Global, a Hong-Kong based investment and advisory firm launched by former executives from UBS Wealth Management Asia Pacific, has teamed up with Singapore-based consultancy firm Ops Capital to collaborate on bringing venture capital and private equity deals to their respective clients.. read more

Elders Financial taps SuiteBox to develop new digital platform

  • Published: 6 Mar 2017

Australia’s Elders Financial Planning has partnered with financial technology provider SuiteBox to create new digital solutions for its adviser network.. read more

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