11/15/2019
Goldman Sachs Announces Managing Director Class of 2019
Welcoming a new generation of leaders to represent our franchise is always an important moment for our business
Wealth and Asset Management
11/15/2019
JPMAM teams up with UBS Global Wealth Management to launch machine learning fund
Combines machine learning and active equity
11/15/2019
The birth of £11 billion giant
Premier Miton launches
11/15/2019
MENA award winners announced
The awards are designed to showcase best of breed providers in the global private banking, wealth management and trusted adviser communities
11/15/2019
SJP will have to cut charges, says £10m investor
She said: "Hands on the table, we’ve had debates on that. We do have slightly different views and we do debate it quite a lot.”
11/15/2019
Bluespring Wealth Partners acquires Vector Wealth Management
$1.1 billion RIA attracted to Bluespring’s entrepreneurial approach and comprehensive successor development program
11/15/2019
GAM closes multi-asset fund led by Hatheway
The fund had CHF 29.5 million in assets under management at the end of August.
11/15/2019
Credit Suisse hunts for portfolio manager
They will also have to ensure client portfolios are invested in line with their investment objectives and risk targets.
11/14/2019
Schroders Personal Wealth seeks to attract fresh clients to financial planning
Questions raised about how lucrative the approach will be as marketing campaign kicks off
11/14/2019
‘Nothing is stopping’ Google from entering wealth management
Google's newest project takes aim at traditional banking, but wealth management may not be far off.
11/14/2019
HSBC launches Balance After Bills to help customers budget
Customers can already temporarily block and unblock debit and credit cards, deposit cheques, and add their card to their Apple Wallet from within the app.
11/14/2019
Rothschild & Co: 2019 – 3rd quarter release
Nine months revenue was impacted positively by currency translation effects of €14 million
11/14/2019
Credit Suisse: The Response to the Superstar Banker
The fact that he then slipped into a CS-internal spying affair threw him and the bank into the news for a few weeks
11/14/2019
Spearvest acquires CHF 36m premier property in Switzerland
International wealth management firm boosts real estate portfolio with a major acquisition of commercial property.
11/14/2019
Succession Wealth opens Birmingham headquarters
Its programme of infrastructure and transport improvements makes it a thriving place to do business and a logical choice for our new head office.
11/14/2019
Upwards bullying: reversing the norm
The effect on the individual who is bullied is the same whether they are a manager or a junior member of staff: it causes enormous stress and sometimes the individual can suffer long term damage to their health and well- being.
11/14/2019
Reuss Private launches subsidiary
It aims to reduce liability risks when investing and maintain high returns in a challenging investing environment.
11/14/2019
The problem when asset allocators don’t manage and mitigate operational risks in multi-fund portfolios
With the development of more effective due diligence capabilities, asset allocators have been able to play a key role in reducing the “external” operational risk within the fund management organizations.
11/13/2019
GSAM follows BlackRock with ESG money market fund
Rating agency Moody’s said this was “credit positive” for the firm as institutional investors increasingly wanted cash management to reflect their commitments to tackling climate change.
11/13/2019
Brits taking unconventional routes to talk about finances
Some 4.2 million would engage with their social media followers or chat to a taxi driver