03/05/2021
‘Are robots taking over wealth management?’: Geneva WM
He looked at how HNW wealth managers and multi-asset fund managers can learn from robo advisors.
Wealth and Asset Management
03/05/2021
RBC Global Asset Management Inc. announces February sales results for RBC Funds, PH&N Funds and BlueBay Funds
Mutual fund sales results information is based on preliminary data from the Investment Funds Institute of Canada (IFIC) and only include Canadian prospectus qualified mutual funds.
03/04/2021
Scotiabank announces sale of its operations in Guyana
This transaction supports Scotiabank’s strategic decision to focus on operations across its footprint
03/04/2021
Significant opportunities ahead for wealth advisers and their clients
A pre-existing trend greatly accelerated by the pandemic is sustainability.
03/04/2021
Rathbones: A resilient 2020 performance
Underlying profit before tax increased by 4.3% to £92.5 million, delivering an underlying operating margin of 25.3% that was consistent with the prior year despite lower investment markets.
03/04/2021
Nikko Asset Management: Future Quality Insights - March 2021
The winds of change: Strengthening our commitment to ESG
03/04/2021
Success For JTC At 2021 Citywealth IFC Awards
Announced at a virtual gala ceremony on 23rd February
03/04/2021
Image revamp: fixed income emerging markets are moving mainstream
The market has boomed. It’s grown exponentially, more than any other fixed income market, because it was underutilised.
03/04/2021
Schroders plc Full-year Results 2020
Assets under management as at Dec. 31 increased to GBP574.4 billion, a new high, and up from GBP500.2 billion a year earlier.
03/04/2021
Wealth Management: Winning transformation strategies for a decade of major change
Swiss Financial Services in 2030
03/04/2021
JP Morgan Reportedly Shutters its Wealth Management Business in Mexico
Wealthy individuals are increasingly feeling unease in Mexico, with AMLO launching a crackdown on tax evaders.
03/03/2021
Greek golden visa most popular among UK high net worths
As 79% say Brexit did not influence their decision to look at alternative residency
03/03/2021
What’s stopping women from flying high at work?
The hindrances that women face in matching their male colleagues’ progress and rewards go deeper than outdated assumptions suggest, new research by The Female Lead has found.
03/03/2021
Schroders and the Social Business Trust announce new partnership
Schroders and SBT will work together to embed a skills-based volunteering programme that will be available to Schroders’ UK employees.
03/03/2021
Bank Thalwil successful with new CEO
With solid growth in customer business, the bank increased its total assets
03/03/2021
The post pandemic great global reset
Large reductions in GDP relative to pre-crisis trends also occurred in other big developed nations
03/03/2021
Adviser launches with £850m acquisitions
Both businesses are well established with a real focus on client outcomes.
03/03/2021
Wealth Enhancement Group acquires Boston-based RIA
Upon closing of the transaction, Wealth Enhancement Group's total client assets are expected to approach $30 billion.
03/03/2021
Wealth management group expands UK presence with acquisition
HFS Milbourne is a well-established financial advisory business, created in 2005 from the merger of Milbourne Financial Services and Hayden Financial Services
03/03/2021
Irish bank buys wealth manager for €138m
It will ‘continue to explore further opportunities’ in the life and pensions markets