Managers of Wealth

Schroders publishes its first impact investment report

Schroders Impact Report provides a comprehensive summary of the tangible impacts being delivered by our Impact Driven investment range.

Deutsche Bank division cuts external consultancy spend by 70%

The decision to cut consultancy spending, amounting to a double-digit-million-euro reduction, aligns with the bank’s broader cost-cutting goals, and the strategy to leverage internal expertise to resolve complex and recurring issues.

Broadridge Adds Values-Based Investing Tool into Advisor Platform, Enabling Enhanced Advisor-Client Experiences

Powered by YourStake, Broadridge will enable advisors to offer hyper-personalized data-driven insights aligned to investors’ core values

Jason Fial named partner at Scottsdale’s Wilde Wealth Management Group

Prior to joining Wilde Wealth, he was a financial representative for Country Financial for nearly 15 years and earned his bachelor’s degree from Arizona State University.

Evolution of Philanthropy in Asia

The summit, attended by 450 leaders from various sectors, focused on "Partnerships for Action," underscoring the importance of systemic solutions and collective initiatives.

TISE reports sustained listings growth in first half

The total market value of all listed securities surpassed the £700 billion mark for the first time, reaching £708 billion at the end of June.

Asset manager: Credit Suisse leaves a gap

The disappearance of CS is a loss, especially in the corporate banking sector.

Franklin Templeton calls time on Euro Core Plus Bond fund

Firm to rationalise Western Asset fund following review.

Citywire Scotland: How wealth managers laid the ground for Labour

In a pre-election interview at our Citywire Scotland event, two wealth managers shared how the were positioned ahead of the 4 July vote.

Hong Kong draws US$1.3 billion from investors with city’s cash-for-residency olive branch

The city’s investment migration scheme has received 346 applications from investors looking to inject over HK$10 billion in the city’s markets

BBVA shareholders grants capital increase for merger of Banco Sabadell

The merger will provide Banco Sabadell stockholders a 16 %interest in the bank along with a very attractive premium.

HK's wealth management sector 'resilient'

The preference shares were part of Cathay's HK$39 billion recapitalization financing in 2020 amid the Covid pandemic to help keep the airline afloat.

Union wins 10.5 percent pay increase for bankers in Germany

In recent months, together with the German Bank Employees Association, it has been involved in a so-called wage dispute with the Bank Employers' Association, which represents private banks in Germany.

Jeff Bezos To Sell $5 Billion Of Amazon Stock With Price Near Record High

The filing was made on the day that the stock closed at a record high of $200.43 U.S. on a split adjusted basis.

Wealth managers have lost a fifth of customers due to this issue

Complaints have been piling up against wealth managers, leaving some customers waiting up to eight weeks to hear back, only to be informed that the investigation was ‘ongoing’.

UBP lays the foundations of a pragmatic sustainability offering

At UBP, this means adopting a pragmatic, patient, and professional approach to anticipating risks and opportunities, and convincing all stakeholders of the importance of striving for that.

UK general election: What will a Labour government mean for your personal finances?

We analyse the new government’s manifesto and how its finance-related pledges could impact you.

Liechtenstein Family Foundation for German Succession Planning and Asset Protection

Liechtenstein foundations provide robust asset protection, shielding real estate from personal creditors, legal claims, and family disputes.

Wealth Management Connect revamp sent cross-border investment skyrocketing, says ICBC

The amount of money traded under the scheme quadrupled to 50.7 billion yuan (US$7 billion) in the first four months of the year, according to government data

FNB and RMB Private Bank scoop 6 awards at the Krutham top private banks and wealth managers awards

In addition, RMB Private Bank was crowned 1st place for the Executive archetype award.

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Wealth and Asset Management