05/13/2022
Manulife's wealth management business gains as demand rebounds
The firm also reported double-digit growth for its Canada and US insurance operations
Wealth and Asset Management
05/13/2022
Wealth managers hit as growth stocks suffer
Turnround since the end of last year, as value strategies weather the storm better
05/13/2022
An ESG Digital Swiss Bank gets off the Starting Block
Radicant, a purely digital company co-founded and led by CEO Anders Bally, is organizationally independent of BLKB
05/13/2022
Swiss Banks Clam Up Out of Fear
The potential of being overtaken by a third party is a deep-seated fear. It is like losing a job to technological progress.
05/13/2022
HSBC Taiwan aiming to lead in wealth management
The bank is to set up three big centers of wealth management, some of which are to be converted from regular branches.
05/13/2022
Mauritius Leads the African Region as The Best Destination for HNWIs
The report also emphasizes on the various attributes of Mauritius which strengthen the positioning of the island economy as the fastest wealth growing market in the African continent.
05/13/2022
Rothschild & Co - Solid revenue performance despite less favourable market conditions
Solid revenue performance despite less favourable market conditions
05/13/2022
Ethical investment - latest for charities on striking the right balance
How should charity trustees approach the thorny issue of avoiding investments that conflict with their charity’s purposes whilst at the same time trying to maximise financial returns? This was the dilemma at the heart of a recent High Court ruling
05/13/2022
Vontobel app to offer PB services starting at CHF 25,000
As part of it, clients can get personal investment advisory.
05/13/2022
Over 600 people access Quilter Financial Adviser School’s free training module
The nation is grappling with high levels of inflation, which is causing a significant squeeze on their finances.
05/12/2022
Endowus Adds Ex-Morgan Stanley Private Banking Duo
Endowus hires Sean Wong as head of investments and Min Axthelm as director of research, according to a statement.
05/12/2022
10 reasons to put cash to work
There is no shortage of uncertainty, from politics and geopolitics to concerns about the business cycle.
05/12/2022
Emigrant stakes $7bn Australian wealth firm
The company employs 28 advisors and has 39 partners, who retain an 80% stake in the company.
05/12/2022
Mattioli wealth arm acquires £80m Financial Planner
At 31 October 2021, Ferguson's gross assets were £0.19 million and net assets were £0.19 million.
05/12/2022
BLKB’s new firm receives Finma banking licence
It is focusing on customers with liquid assets of at least CHF 100,000.
05/12/2022
Acquisitive wealth management group swoops for Lincolnshire financial advisors
The £421,000 acquisition is expected to be completed following regulatory approval.
05/12/2022
Tilney S&W reports drops in AUM
The business has continued to perform well despite a more challenging market backdrop, with excellent performance across our financial services and professional services businesses.
05/12/2022
What charity trustees need to know about ethical investments
The case was brought by the charity trustees of the Ashden Trust and the Mark Leonard Trust, both part of the Sainsbury Family Charitable Trusts network.
05/12/2022
A return to fixed income
Should rising bond yields prompt a re-examination of fixed income assets and their role in portfolios?
05/12/2022
Mediobanca says no wealth management deal in sight as profit beats consensus
He also proposed a merger to Banca Mediolanum (BMED.MI), but neither move led to a deal.