07/16/2020
Investors pull £800m from Brooks Macdonald
Brooks saw positive flows of £1m into its discretionary arm in Q2, while investors pulled cash from its funds.
Wealth and Asset Management
07/16/2020
Is India the new China?
In the latest edition of Shifting Asia, we explore India's future, the economy and its challenges. Dive deeper into the report to discover the most relevant takeaways for investors.
07/16/2020
UBP launches a new corporate governance-focused strategy
The new strategy will therefore focus on Japan’s 500 largest stocks, taking long positions on 25-35 well governed companies and short positions on 50-70 poorly governed companies.
07/16/2020
Northern Trust Asset Management Offers Pioneering ESG Fixed Income Strategies
These strategies are designed to provide investors their desired yield exposure while improving their ESG score within a risk-controlled framework.
07/16/2020
Affluent and HNW Investor in the UAE Are Keen on Green and Sustainable Investments Amidst COVID-19
This interest was matched by 39 per cent of UAE investors expressing an interest in allocating 15 to 25 per cent of their funds to sustainable investments within the next three years.
07/16/2020
Horizon 2020: long-term investing in a world marked by pandemic
The 2020 edition of Horizon assesses the pandemic’s impact on Pictet Wealth Management’s 10-year economic forecasts and return expectations across asset classes.
07/15/2020
Handelsbanken’s Interim Report January – June 2020
In Q2 2019, a restructuring reserve of SEK 30m was recognised. In Q2 2019, the Bank received a dividend of SEK 55m from VISA Sweden.
07/15/2020
Island’s EFG bank presence is 'under review'
Despite the recent market turmoil, we had a solid business performance in the first quarter.
07/15/2020
Zoe Financial: Transforming the Process of Finding the Right Wealth Manager
Wealth managers also execute advanced financial planning, which is defined by Zoe Financial as "planning that involves more complex, intricate financial elements such as trust planning, business succession, legacy planning, and philanthropy."
07/15/2020
Bernstein Private Wealth Joins NFLPA Advisor Network
Bernstein will be among a select few advisory firms registered by the NFLPA to work with its network of nearly 5,000 athletes.
07/15/2020
Partners Group reports total AuM of USD 96.3 billion as of 30 June 2020
The breakdown of total AuM as of 30 June 2020 is as follows: USD 45 billion private equity (47%), USD 22 billion private debt (23%), USD 15 billion private real estate (16%), and USD 14 billion private infrastructure (14%).
07/15/2020
Quilter Cheviot’s financial strength acknowledged by AKG
Quilter Cheviot has received a ‘B+’ AKG financial strength rating
07/15/2020
Quilter Foundation donates £50,000 to newly launched DEC Coronavirus appeal
The appeal will seek to deliver urgent support to vulnerable and displaced people in areas where basic healthcare provision and issues of sanitation and nutrition have been exacerbated by the Covid-19 crisis.
07/15/2020
Swisspartners exits single markets in Africa, South America and Turkey
While the company is hiring in Geneva and Zurich, some of the services it provides in these two cities may no longer be needed.
07/15/2020
Pershing: The 4 biggest trends in LatAm wealth management
Pershing’s John Ward outlines the key changes the region’s wealth players are making to their business as they adapt to a changing industry.
07/15/2020
Wells Wealth Division Profit Down 70%, Advisor Count Extends Slide
We are extremely disappointed in both our second-quarter results and our intent to reduce our dividend
07/15/2020
How impact investing can help EM attain the UN SDGs
Looking ahead and despite these hurdles, emerging markets appear to be a fertile hunting ground that holds plenty of potential for impact investors.
07/15/2020
Crestbridge recognises staff with raft of summer promotions
The promotions come as Crestbridge continues to grow its multi-jurisdictional workforce, having recruited more than 15 new starters over recent months, despite ongoing challenging global working conditions.
07/15/2020
BNY Mellon Reports Second Quarter 2020 Earnings Of $901 Million
Provision for credit losses of $143 million primarily reflecting increased downgrades and the continuation of the challenging macroeconomic outlook.
07/15/2020
Schroders Personal Wealth launches multi-asset fund range
The funds are the first to be launched by the Schroders and Lloyds wealth partnership under its new ACD.