06/10/2021
The best wealth managers in Luxembourg
Strengths such as these make Luxembourg an area rich in wealth management talent.
Wealth and Asset Management
06/10/2021
Wealth and lifestyle platform partnership
Autumn prepares users to be future fit in finance, health and wellness, regardless of their life stage.
06/10/2021
Pictet’s Asia Wealth Ambition Suffers Blow as a Dozen Depart
Longtime bankers and recent hires alike have left this year
06/10/2021
Swiss Private Bankers Shuffle Lobby Duties
Rickenbacher has been vice-chairman of this trade body since last May, and is also on the board of the wider Swiss Bankers Association, which groups the alpine nation's more than 200 lenders including retail banks, wealth managers, or other specializ
06/10/2021
A 237-year pedigree and four Jersey staff helps make a trillion-pound business
Peter Body talks to Mike Rothwell, the director of a Jersey subsidiary of one of the biggest financial institutions in the world
06/10/2021
City tycoon targets Hargreaves Lansdown with new investment platform
Plans to take on the likes of AJ Bell and Hargreaves Lansdown with the new service, Sky News learns.
06/10/2021
Online trading group plans expansion into wealth management
“We have been encouraged by the growing interest in equities, not just because of the ‘meme’ stocks, also because of the drive towards tech stocks as well,”
06/10/2021
Wealth Migrate: expert advice from Scott Picken on offshore investments
Picken believes there are three main factors you must consider when investing offshore
06/09/2021
RBC Wealth Management Grows Asia Team
They will provide advice and wealth management solutions to clients in the region
06/09/2021
LGIM enters UK wealth market with 25-strong MPS range
Legal & General Investment Management has launched a range of 25-strong range of model portfolios for head of retail multi-asset funds Justin Onuekwusi.
06/08/2021
Standard Chartered Private Bank Loses Managing Director
Previously, she was a Singapore-based team leader at Credit Suisse where she worked for more than eight years.
06/08/2021
JP Morgan Asset Management launches Growth Equity Platform
The group will be focused on institutional and high-net-worth clients and will also have the ability to invest the firm's capital alongside investors.
06/08/2021
The multilateral era of wealth management regulation is dead
Pershing director Linda Gibson believes that, post-Brexit, divergence is here to stay – and wealth managers will need to do their homework to keep up with the changes.
06/08/2021
Mashreq partners with Comarch to digitize wealth management and enhance customer experience
A comprehensive suite of new digital technologies as well as a strong client experience
06/08/2021
'The biggest wildcard is inflation' - Swiss Wealth Manager
Christian Gattiker, head of Research at Swiss Wealth Manager Julius Baer, assesses the market outlook for the remainder of 2021, highlighting investment trends that will come to the fore
06/08/2021
BMO Recognized at 2021 Responsible Investment Association Leadership Awards
BMO GAM was honoured in the Market Education category for the development and launch of the MyESGTM analytics tool.
06/08/2021
Morgan Stanley’s Portfolio Risk Platform Receives Additional Industry Recognition for Product Innovation
Firm Wins Aite Group’s 2021 Digital Innovation in Wealth Management Impact Innovation Award for Digital Client Engagement
06/08/2021
Credit Suisse's Taster of Archegos Losses
The spring 2020 incident prompted changes in risk-monitoring which still haven’t been fully implemented at the Swiss bank, the outlet reported.
06/07/2021
SIX Wins the “Best in Survey” Awards for Asset Servicing and Risk Management
SIX was again recognized by the distinguished Global Custodian Leaders in Custody Awards and besides the two main awards has won as well an “Outstanding Performer” award for the Western Europe region.
06/07/2021
Ex-1825 duo team up with multi-asset pair for new Raymond James firm
Tony Moss and Robert Goldschmidt have set up a new investment business, with multi-asset duo Simon Evan-Cook and David Jane sitting on its investment committee.