05/14/2020
Malik S. Sarwar Takes the Big Picture View of New Age Wealth Management
“This crisis will cause many banks and firms to struggle,” he begins.
Wealth and Asset Management
05/14/2020
A Decade of Wealth: A Review of the Past 10 Years in Wealth and a Look Toward the Decade to Come
Over this period, growth rates of the global wealthy population and their combined net worth were similar for both very high net worth individuals
05/14/2020
Coronavirus crisis a window of opportunity for bankers to the rich
The resilience of wealth management also serves to validate the strategic changes Switzerland’s biggest banks made over the past decade, placing greater emphasis on managing rich people’s money and less on wholesale trading.
05/14/2020
UBP launches EM impact fund
The bank also set up an impact advisory board and investment committee to strengthen its impact product range
05/14/2020
BlueOrchard CIO on how to use impact investing effectively
Impact investing is often described as having a ‘triple bottom line’
05/13/2020
“UBP trusts in private markets, less correlated with traditional assets”
Our Advisory mandates make up a constantly growing share of our business.
05/13/2020
Brewin Dolphin profit falls as market sell-off eats into assets
Resilient set of results despite volatile market, with strong balance sheet and good cash generation.
05/13/2020
Wealth manager explains how the coronavirus crisis could affect your financial investments
The current market environment is without doubt unsettling.
05/13/2020
Rothschild & Co Q1 Revenue Down At 416.4 Million Euros
Very strong start to 2020 impacted by COVID-19 in March
05/13/2020
Global advisory giant to launch major digital finance operation in Dubai
Mr Green comments: “The world has changed forever in the last few months, the market has changed and client expectations have changed.
05/13/2020
Envestnet partners with Canaccord Genuity Wealth Management
Our partnership with Envestnet puts Canaccord Genuity at the forefront of wealth management in Canada
05/13/2020
KKR to buy controlling stake in Commonwealth Bank of Australia’s wealth management business
The transaction is consistent with CBA’s strategy to focus on its core banking businesses and to create a simpler and better bank
05/13/2020
Predator's paradise: how Covid-19 could fuel wealth M&A
With smaller wealth management firms feeling the squeeze caused by the Covid-19 outbreak, a number of mergers and acquisitions are expected in the aftermath of the crisis.
05/13/2020
Perks acquires Wotherspoon Wealth
Simon Hele, Perks Private Wealth director, said joining forces with a link-minded organisation would ensure the firm was best positioned to lead through the disrupted Australian wealth advisory industry, particularly in the post COVID-19 landscape.
05/13/2020
Sanctuary Wealth Launches Advisor Solutions Group
Acquisition of Northview Asset Management creates shared resources and expertise to benefit entire network through new Sanctuary Advisor Solutions Group
05/13/2020
JPMorgan Chase Drops Out of Bidding for Wealth Manager
This includes $50 million in a Series F round led by IGM Financial in February 2019.
05/13/2020
Hargreaves Lansdown overhauls Wealth 50 list
As Hargreaves Lansdown is the largest do-it-yourself investment platform in the UK with more than 1.1m customers, inclusion on its Wealth 50 list offers asset managers significant distribution potential for their funds.
05/13/2020
Lessons from Wealth Managers in APAC
Looking forward to the “next normal”, a digitally enabled front office experience becomes even more important for clients, employees and firms
05/12/2020
David Esfandi: ‘We learnt lessons from our Hargreave Hale acquisition’
Canaccord Genuity Wealth Management CEO on why being comfortable is not good for business
05/12/2020
Boutique reports record year ahead of 'inevitable' recession
Hawksmoor Investment Management received good inflows from both direct clients and intermediaries