12/24/2020
Let’s Talk More Episode 2– Matthew Lowe, Wealth Management Consultant
Their Leicester office, as many locals will have seen, sits comfortably in place of the old Leicester city council building just off of New Walk.
Wealth and Asset Management
12/24/2020
Philanthropists Push for Charitable Giving Reforms
The government shouldn’t be subsidizing putting money aside where it might or might not be spent for the benefit of society
12/24/2020
Credit Suisse seeks 'clean slate' after damaging year
Switzerland's second-largest bank said in a statement that it rejected the allegations against it, adding that it is convinced its former employee is innocent.
12/24/2020
How to invest in Chinese onshore fixed income private funds
Revised QFII-RQFII scheme enables Barings to launch private fund investing in public debt in onshore market, providing a template for other investors and asset managers
12/24/2020
Kristal.AI's Swapnil Mishra: «Private Banks Lack a Cost-Effective Model»
The digital wealth platform caters to the affluent or emerging high net worth segment, which has between $50,000 and $5 million to invest, and aims to bring personalized investment advice to them at a mass scale using artificial intelligence.
12/24/2020
UK wealth firm sees opportunity in ‘declining’ Qrops market
A lot of advisers in the sector are ‘screaming out for new products’, says CEO
12/23/2020
With New Expansion of Client Base, Weber Global Management Shines as Gold Standard in UHNW Investing, Leading Clients on Road to Prosperity
The key to Weber Global's success is in its forward-thinking approach of diversification in UHNW wealth management
12/23/2020
Seismic and StepStone Group Named Winners in the 2020 Gramercy Institute Asset Management Marketing Awards
Award recognizes StepStone’s expanded adoption of Seismic as its comprehensive content hub
12/23/2020
Goldman Sachs Testing Wealth Management App For The Masses
The digital service is the elite bank’s latest push into the broader consumer market.
12/23/2020
Head 2 Head: Should mortgage brokers diversify into areas such as wealth management?
While qualifying to be a wealth manager is not a walk in the park as it is the equivalent of the first year at degree level, the rewards for both brokers and their clients are worth it.
12/23/2020
CI Global Asset Management Announces December 2020 Distributions for CI ETFs
The record date for the 2020 annual reinvested distributions is December 31, 2020, payable January 8, 2021.
12/23/2020
Mediobanca Seeks Wealth Deals as Italian Consolidation Gains
CEO plans expansion in lucrative niches of banking business
12/23/2020
Fairstone snaps up Bath & Bristol adviser
The deal brings with it eight advisers and secures a gross fee income of £1.25m for Fairstone.
12/23/2020
What are offset mortgages?
There’s a mortgage you may not have heard about that could offer you significant financial benefits
12/23/2020
Profile- Mark Zuckerberg: His business story started from creating computer games at his school years
This is how Facebook came about and all the success story about it.
12/23/2020
WH Ireland seals £7.8m boutique buy
This transaction strengthens the Company’s senior leadership team
12/23/2020
U.S. Finds Credit Suisse Lacking in Crime-Fighting
The bank is due to report back to the Fed on improvements it is planning to its organization.
12/23/2020
Round Hill Music Raises Another $46M Making It The Largest New IPO By An Investment Trust In 2020
This makes Round Hill the largest new IPO by an investment trust this year.
12/23/2020
WMs reveal how they deal with clients' different risk approaches
Understanding what level of risk clients are willing and able to tolerate is key when building portfolios.
12/23/2020
Cantonal bank to make CHF 300m in loans available to SMEs
The bank said that the high number of cases and lockdown measures come at the worst time for many SMEs.