06/08/2020
Broken taboos by Pictet
European leaders may not reach a final agreement on a recovery fund at the European Council meeting in mid-June.
Wealth and Asset Management
06/06/2020
Asia wealth management post-COVID-19: Adapting and thriving in an uncertain world
The rapid spread of the novel coronavirus across the world has led to a steep drop in economic activity, as most people worldwide have been compelled to stay at home and keep their distance from others.
06/06/2020
The women shaking up wealth management
Three female leaders take strikingly different approaches to managing money
06/06/2020
Private bank loses CHF 1m in transaction mix-up, report says
Frankfurter Bankgesellschaft Group is owned by Landesbank Hessen-Thüringen (Helaba)
06/06/2020
Wealth management faces fallout from coronavirus
Pressure on fee income and investment in tech has intensified during the pandemic
06/06/2020
The world after the corona crisis: a wealth planning perspective
The corona crisis has been an unprecedented challenge for humanity and a shock to the global economy. What have we learned from the crisis? Our wealth planning experts expect to see trends developing in five areas: family and asset protection, succession
06/05/2020
Citi Says Wealthy Clients Are Holding Too Much Cash, Time to Buy
The report’s big-picture outlook is for a “brief, extremely deep, rolling global recession” followed by a sharp snapback in global economic activity and “a partial, uneven recovery.
06/05/2020
Private banking trio set up New Zealand wealth manager
Firm said it will adopt a fees-for service approach
06/05/2020
Asian HNW clients expected to significantly move towards Managed Investments
There appears to be a strong consensus amongst these professionals in Asia that the tide should turn against HNW and UHNW clients’ long preference for self-directed investing.
06/05/2020
Swiss Banks Enlist Ex-Elite Runner
His hire comes against the backdrop of new guidelines from the SBA
06/05/2020
How To Function From A Position Of Strength In Crisis
Once these routines are identified, you can more easily develop a plan of action to alter the behavior so it can work favorably for you and towards others.
06/05/2020
Ex-Blackrock director lands at Brooks Macdonald
Chris Bishun had a brief stint at Blackrock after a decade at Barclays Wealth Management
06/05/2020
Savills’ Private Office: Catering to the ultra-rich
Those that have yet to land in Singapore are shopping for a home.
06/05/2020
Wealth-X Expands Canadian Data Assets
New Intelligence on Yacht Ownership and Private Foundations Integrated into Global Database
06/05/2020
More Advisors Turning to ESG Funds
Nearly one-third of advisors plan to increase their use and recommendation of ESG funds over the next 12 months, up from 19% in 2019, according to a new FPA survey.
06/05/2020
Rathones manager spent £200m on shares as market crashed
Mr Thomson deploys the growth style of investing, which has generally performed well during the pandemic as investors have focused on companies that have predictable earnings.
06/05/2020
Tilney slashes cash payout to S&W holders in new merger deal
Backers will receive 10% less in cash with the difference going into illiquid preference shares.
06/05/2020
Wealth Management – Monthly Market Summary by Rothschild
Germany entered a technical recession after first quarter GDP
06/04/2020
Benchmark Capital invests in specialist retirement planning firm - TRPP
TRPP are experts in investment and retirement planning with an excellent reputation for their specialist pensions advice service.
06/04/2020
Quartet sets up new wealth management firm to ‘break free from corporate agenda’
The quartet set the business up during the Covid-19 lockdown, but, according to Wattam, this hasn’t affected the launch of WKM Wealth.