09/04/2020
'We are not comfortable with the rally': Geneva wealth managers
Forum Finance Group managing partner Egon Vorfeld and CIO Nigel Turner did not look for protection by selling their equity positions.
Wealth and Asset Management
09/04/2020
DBS Says Rich Asians Are Hoarding Cash for Post-Virus Deals
Clients are considering financial assets, e-commerce and logistics businesses with funding gaps.
09/04/2020
The Pandemic and Pay: A Hot Investor Topic
In their latest quarterly report, Amy Wilson, their sector lead for retail, writes: “Companies that lay off workers after taking government hand-outs are being closely scrutinised by investors and the public."
09/04/2020
Wealth manager targets small advisers with £10m warchest
“Many consolidators just buy to build up assets under management with little regard for cultural fit.”
09/04/2020
Butterfield Expedites Onboarding For Work From Bermuda Certificate Holders
This will allow approved applicants in receipt of a Certificate to open a new Butterfield account without valid address verification documentation.
09/04/2020
Danske Bank to compensate more customers for over-charging
The bank said the findings came after reviewing similar problems with its Flexinvest Fri product, for which the country’s financial watchdog had reported Danske to the police.
09/03/2020
Lombard Odier Investment Managers launches China High Conviction strategy
Strategy targets opportunities arising from the continuing shift towards high quality, domestically driven growth in China.
09/03/2020
Private Banks, HNWIs focusing on private markets in wake of Covid-19
Investors seek out alternative assets as they find it more difficult to make money in public markets nowadays
09/03/2020
Sanctuary Wealth Chooses InvestEdge as Compliance and Surveillance Partner
Application tied to client's IPS helps advisors more easily comply with SEC & FINRA regs
09/03/2020
Vontobel grabs the Eastern European team from foreign bank
The private bankers report to Rolando Zanotelli, who has been head of wealth management in Central and Eastern Europe since the beginning of the year .
09/03/2020
Executive Wealth Planning for a Changing Economy
Analyze your family’s cash flow by taking a close look at core lifestyle expenses and assessing your current and anticipated future discretionary spending.
09/03/2020
Charles Stanley veteran launches wealth business
WH Ireland’s former Milton Keynes office head and Charles Stanley veteran Paul Wilson is launching a new branch for Raymond James in Buckinghamshire.
09/03/2020
Quilter Int'l launches product for British expats in France
The product is aimed at the English-speaking expat market in France.
09/03/2020
Canada's RBC Turns Heads in U.S. With Wealth Management Recruitment Push
"The U.S. is a great opportunity for the enterprise, given it is 10 to 11 times bigger than the Canadian market," Michael Armstrong, the chief executive of RBC'S U.S. wealth management unit, said in an interview.
09/03/2020
Wealthfront Wants to Be Known as 'Nextgen Banking Service'
Autopilot automates your savings plan so you can remove the stress of manually monitoring accounts and moving money
09/02/2020
Wealth Management in Vietnam – Understanding the Opportunities, Rising to the Challenges
The consensus amongst them was one of measured optimism, aligned with realism that Vietnam’s wealth market still has many years of catching up to nearby countries such as Thailand.
09/02/2020
Financial turmoil gives investors good opportunity to challenge advisers’ fees
Top wealth managers have been quick to declare that the Covid-19 pandemic has highlighted their strengths
09/02/2020
NorthernVirginia Magazine Names Centurion Wealth Management as 'Top Financial Professionals' for 4th Straight Year
Since opening their doors in 2015, Centurion Wealth Management has rapidly increased their reputation and trust with their clients and community.
09/02/2020
LOIM launches China High Conviction fund with two AAA-rated PMs
The new strategy’s team also manage the Asia High Conviction fund.
09/02/2020
Alpian Divestment Gives Boost to First Half
Non-recurring effects have strongly influenced the first half at Geneva-based Reyl, with the pandemic not the only or even main factor.