03/29/2021
VP Bank buys stake in Chinese asset manager
The partnership includes product and services collaboration, notably investment management and custody of client assets with Hywin Hong Kong and its affiliates.
Wealth and Asset Management
03/29/2021
Fairstone continues acqusition spree with Glasgow-based IFA
The focus of its approach is to attract businesses that do not want to sell today but instead want to grow and develop.
03/26/2021
"The Credit Suisse management should now apologize"
Reputational risk is one of a total of eight statutory risks in the insurance business.
03/26/2021
"We need to bring wealth to life"
No matter what their size is, their common goal is to handle the investments of very wealthy families in an independent way.
03/26/2021
NextGen Wealth Warns Banks Against Testing Loyalty
Nonetheless, Mole – who is also the president of Young Investors Organization, an independent next generation network sponsored by Credit Suisse – warned the industry against taking advantage of that loyalty, stressing that next generation cli
03/26/2021
Digital wealth is taking off, are you onboard?
One of today’s greatest minds, Bill Gates, predicts the way we live and work will change dramatically and permanently post-Covid19.
03/26/2021
Kestra Seeks to Integrate Trust Services Into Its Wealth Businesses
Kestra is looking for better ways to prevent trust assets from going out the door, with the help of its in-house trust company, Arden.
03/26/2021
Challenges and Chances for Wealth Managers to Thrive in 2021
Other factors that have already started to impact on the wealth management sector, in North America and globally – such as fee compression and wealth transfer towards the younger generations of investors – will further spread their effects.
03/25/2021
Julius Baer successfully places a CHF 260 million domestic senior unsecured bond
An application for provisional admission to trading on the SIX Swiss Exchange will be made.
03/25/2021
The Mauritius foundation: charitable giving built on strong foundations
Mauritius continues to attract the attention of a growing regional high-net-worth market segment thanks to its innovative private wealth offerings, robust regulatory landscape and compelling domestic and international tax regime.
03/25/2021
In 2020 the ultra-rich got richer. Now they're bracing for the backlash
"The fundamental problem is this gross inequality that's getting worse."
03/25/2021
7 Hightower Advisors Honored on Forbes' 2021 List of Top Women Wealth Advisors
All the advisors named to this year's list have at least seven years of experience in the industry and were nominated by their firms.
03/25/2021
Vincent Taupin: «Edmond de Rothschild Doesn't Need New Shareholders»
The private bank had a strong year in terms of both asset raising – 2 billion Swiss francs – and performance of clients’ portfolios.
03/25/2021
Sanctuary Wealth's Elizabeth Evans Named to Forbes' 2021 Top Women Wealth Advisors List
Managing Partner of Evans May Wealth was named a Best-in-State Wealth Advisor earlier this year
03/25/2021
Michelle Marquez Named to Forbes’ List of Top Women Wealth Advisors
This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience.
03/25/2021
UK wealth firm says it’s ‘often challenging to get deals’ done
Advice M&A market is ‘incredibly active and competitive’ with ‘principals that genuinely want to sell’
03/25/2021
Back to the future: inflation scenarios for equities
History doesn’t repeat, but we believe the current environment rhymes with the 1950-1965 period.
03/25/2021
Q&A with Martin Gilbert: The future of wealth & asset management, the legacy of Covid-19 and lessons from Woodford
How will the industry shape up post-pandemic?
03/25/2021
Why are private fund structures so attractive to HNWI and family offices?
Family offices, high net worth individuals and wealthy families are increasingly considering private fund structures to hold their investments.
03/25/2021
Are you meeting the needs of vulnerable clients?
Recent studies have shown that vulnerability can be exacerbated by the processes of firms if it isn’t taken into account.