05/17/2020
St James’s Place to launch first passive funds
Britain’s largest wealth manager attempts to stave off competition from cheaper rivals
Wealth and Asset Management
05/15/2020
BBVA Switzerland facilitates account opening with video calls
The platform will also allow customers to take out loans and benefit from the Bank’s advisory and wealth management services.
05/15/2020
Credit Suisse Wins Breather Over Risk Spike
Specifically, both major Swiss banks are required to demonstrate the accuracy of their VAR measures through daily back-testing measures.
05/15/2020
Deutsche Bank sets itself 'ambitious' sustainability targets
The target of €200bn in sustainable financing and ESG investments is ambitious compared to our peers.
05/15/2020
Goldman Sachs to buy boutique wealth management custodian Folio
A Goldman Sachs spokesman confirmed plans for the acquisition and the contents of the letter but declined to comment further.
05/15/2020
The wealth jobs that could disappear this decade
Streamlining of services and a transition to digital could cause some roles in the wealth industry to be under threat.
05/15/2020
What it takes to break into the UHNW segment
The axiom that a family fortune doesn’t last beyond the third generation doesn’t always prove true
05/15/2020
Coronavirus crisis a window of opportunity for bankers to the rich
While banks that are more focused on commercial lending set aside billions in provisions, the big wealth managers have found that banking for billionaires has swelled their own coffers with outsized transaction fees even as the global economy takes a batt
05/15/2020
Nikko AM Wins Best Fund House, Japan
A category of AsianInvestor’s Asset Management Awards 2020
05/14/2020
Navigating Asia’s generational wealth transfer during a pandemic
The current situation is proving an ideal time to re-evaluate legacy structures and, in line with this, we’re seeing a marked trend towards professionalisation of Asian family office functions.
05/14/2020
Private banking: growth leads the wrong way
Bank branches: job miracles in the midst of the crisis?
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.
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