12/12/2022
What does the ‘democratisation of private assets’ really mean?
This animated video shows why and how access to private assets is becoming more democratic.
Wealth and Asset Management
12/12/2022
Quilter Foundation awards £23,000 to three local charities
It supports the Quilter Foundation’s aim to improve the lives of over 100,000 young people with every pound raised up to £100,000 being matched by Quilter.
12/12/2022
Walking the tightrope: how banks should navigate the new wealth management opportunity
We are in the midst of the greatest generational transfer of wealth in history. Over the next decades, trillions of…
12/09/2022
Looking Beyond the Credit Suisse Hysteria
The small residual of the shares that could not be placed with existing shareholders by the end of the exercise period at noon yesterday have been placed with major investors and can be distributed at least at the fixed issue price of the new shares of 2.
12/09/2022
Wren Sterling Acquires Morfitt & Turnbull,Completes Mutual Financial Management & DFM Transaction and appoints CIO to run DFM
Concurrently, it has now received authorisation from the FCA to complete a deal announced earlier this year to acquire Mutual Financial Management LLP.
12/09/2022
Here’s the No. 1 Factor Contributing to Millennials’ Wealth
That figure jumped to $9.38 trillion during the first quarter of 2022 — a 106% increase.
12/09/2022
Revealed: Octogone Group expands to Dubai
Philipp Strasky will be the firm’s Dubai CEO.
12/09/2022
Maerki Baumann to pass on responsibility for its German business
He possesses more than 25 years of experience in the German business at Swiss banks, including at DZ Privatbank (Schweiz) AG and Union Bancaire Privée SA in Zurich.
12/09/2022
RBC Wealth Management delivers on client expectations with Salesforce
Like many companies, RBC Wealth Management had a wealth of client data that was spread across multiple systems making it time-consuming for advisors to access information and prepare for client meetings.
12/09/2022
Butterfield wins top bank award for 10th year in a row
Earlier this year, Butterfield was also named Bermuda’s best private bank by The Banker/PWM and Global Finance magazine.
12/08/2022
Fieldpoint Private Launches Advisor Banking Services Platform: First-of-its-kind platform provides full suite of private banking offerings to independent advisory community
Fieldpoint Private is filling an unmet need for a white-glove private banking resource dedicated to the independent advisory community, the largest and fastest growing channel within the wealth management industry.
12/08/2022
Assets You Should Watch for Wealth-Building and Protection
With the looming recession, the market is plagued with pessimism and uncertainties. Investors and entrepreneurs alike are anticipating a massive crash.
12/08/2022
Pimfa launches campaign to improve wealth diversity
The ‘make it’ campaign aims to tackle the negative perceptions of the wealth management and advice industry to encourage more diverse candidates to enter the profession.
12/08/2022
Annual financial statements of Credit Suisse real estate funds as of September 30, 2022
On the stock market, however, major price declines were observed in line with many other asset classes − the funds' performance in fiscal year 2021/22 ranged between −14.2% and−20.6%.
12/08/2022
Nick Train keeps faith in wealth manager stocks despite ‘miserable year’
Star manager looks to keep his shine with dependable stocks, avoiding young tech
12/07/2022
Diagonal Investment Office, a Sanctuary Wealth Partner, Launches to Expand Global Capabilities and Serve Latin American Clients at Home and Abroad
Miami-based team led by veteran international advisors Rodolfo Rake and Santiago Rey
12/07/2022
HSBC Global Private Banking favours bonds over cash and equities
The bank also backs Asia stocks to outperform other regions, as China’s economy recovers.
12/07/2022
UBS advisor Jason Stephens named to Forbes/SHOOK America's Top 250 Wealth Advisors list
Being recognized nationally once again by Forbes is a testament to Jason's expertise, industry leadership, and dedication to his clients and the communities he serves
12/07/2022
Morgan Stanley’s wealth unit joins Songtradr’s Series E raise
As things stood on Tuesday evening, Morgan Stanley’s Australian wealth advisers seemed to be the ones taking the lead on the Series E, locally.
12/07/2022
Credit Suisse Luring Clients With High-Yield Debt
The Bloomberg story goes on to say that Ferrari is under «intense pressure» from Chairman Axel Lehmann to stanch the asset outflows and bring money back into Credit Suisse.