11/18/2022
Goldman’s China Wealth Product Debut Draws Limited Demand
The funds raised, amid heightened market volatility, accounted for just a fraction of the fundraising ceiling of 5 billion yuan.
Wealth and Asset Management
11/18/2022
Zug IAM overhauls board in pivot away from Russian clients
St. Gotthard Fund Management will now be known as St. Gotthard Wealth.
11/18/2022
Scotia Global Asset Management honoured to be recognized at the 2022 Refinitiv Lipper Fund Awards
In addition, Scotia Global Asset Management's investment teams also received recognition by Refinitiv Lipper with 7 individual mutual fund and ETF awards across 6 categories.
11/18/2022
RC Brown helps Alan Beaney’s son launch new wealth firm
The son of RC Brown investment director Alan Beaney has launched a wealth business with the support of his father’s firm.
11/18/2022
Rothschild & Co and CarbonCure Technologies announce long-term carbon compensation partnership
CarbonCure is a Canadian company that offers a suite of technologies to the concrete industry that reduce and remove carbon dioxide (CO2) from the atmosphere through mineralisation in concrete.
11/18/2022
Liontrust profits grow 9% despite falling AUM
11% drop in AuMA
11/17/2022
Kicking off the World Cup with the UBS A&E team
The quadrennial international men's soccer championship, will be held from late-November to mid-December, due to Qatar's intense summer heat.
11/17/2022
Butterfield Receives ‘Best Private Bank’ Awards
This year, more than 120 banks from 50 countries entered the awards
11/17/2022
Saxo Markets sees opportunity in wealth management
Financial advisors can use technology to provide multi-asset capabilities, strong client management and wealth management tools, said Ivan Chang.
11/17/2022
UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting for Ultra High Net Worth Clients
UBS’s financial advisors will now have access to comprehensive analytics, which will help them more effectively visualize their clients’ investment performance, cash flows, and worth
11/17/2022
Vontobel’s Asia Wealth Chief Returns to Switzerland
The Zurich-based bank will remain available as a structured solutions partner to institutional clients and financial intermediaries in Hong Kong.
11/17/2022
Wealth manager from Zug wrestles with the Russian stigma
Going forward, St. Gotthard Fund Management in Zug will be called St. Gotthard Wealth, subject to regulatory approval.
11/17/2022
Swiss wealth management mandate costs vary hugely
The bank an investor chooses and the asset allocation for their mandate have significant impacts on fees.
11/17/2022
Investec shares drop on £4bn UK wealth squeeze
The 9.1% fall in UK wealth assets has prompted a near 4% dip in the wider group’s share price.
11/17/2022
HSBC AM downgrades seven Article 9 Paris-aligned ETFs
Downgraded to Article 8
11/17/2022
Credit Suisse considers selling stake in Lugano wealth manager
Credit Suisse currently owns 4.9% stake in Copernicus.
11/17/2022
GBST’s wealth management administration platform launches in UAE
The Middle East region has recently introduced BOD-49 regulatory changes, where all fees must be explicitly shown to the customer, and employee workplace saving schemes that both closely align with existing UK regulations.
11/17/2022
Wealth Solutions Report Launches Annual Wealth Exemplar Awards To Honor Exceptional Firms and Individuals Across Wealth Management Industry
Inaugural Awards To Recognize Firms Across A Broad Range Of Industry Sectors Plus Person Of The Year Award
11/16/2022
Zurich is setting itself higher targets for 2025
The group has now set itself the goal of achieving a return on equity of 20 percent and more.
11/16/2022
Enormous price differences in wealth management
For some mandate constellations, the fees of the most expensive providers can be three times as expensive as those of the cheapest, according to a market survey by the Moneyland comparison service .