04/14/2020
Pope Francis Starts Emergency COVID-19 Fund
“The private sector is likely to respond to the highest bidder for many of these supplies, that’s just business.”
Wealth and Asset Management
04/14/2020
Quarterly Update: The Coronavirus Economy
After finishing 2019 on a high, the pandemic provided an unexpected shock for markets in the first quarter of 2020
04/14/2020
Equities still the ‘asset of choice’ for Lombard Odier
The firm suggests to build exposure slowly to the asset class as it expects the global economy to recover during the second half.
04/14/2020
Worst film ever by Tim Price
That’s a company that’s basically 10x’d their market cap.
04/13/2020
Smaller wealth managers will be all the more vulnerable after the crisis
Even if revenues are boosted temporarily, the overall impact on private banking will be disruptive
04/13/2020
How Angolan Elites Built a Private Banking Network to Move Their Riches Into the European Union
The network sent at least $324 million through its banks, with most of the funds originating in Angola.
04/12/2020
U.K. Taps Fintechs and Queen’s Bank for Business Rescue Push
Borrowers have faulted banks as too slow to make crucial loans
04/09/2020
A year of extraordinary growth
One particular new launch attracted interest, the Listed Index Fund J-REIT (Mini) ETF which raised USD10 million in June and was at USD60 million by the end of 2019.
04/09/2020
Brown Shipley finishes NW Brown integration
This region is a hotbed of innovation and entrepreneurialism and this acquisition provides significant opportunities for us to grow here.
04/09/2020
Goldman Tells Rich Clients U.S. Stocks Promise Best Returns
Strategists expect a V-shaped economic rebound after crisis
04/09/2020
Butterfield to Announce First Quarter 2020 Financial Results on April 30, 2020
Butterfield executives will also host a conference call for investors
04/09/2020
Yvan Gaillard: «Bank Syz to Expand in Zurich, Geneva and Turkey»
Although the bank was founded in Geneva, the roots of the Syz family go back to Zurich. In this respect, it is natural that we now want to expand our business in German-speaking Switzerland.
04/09/2020
How the best advisers are keeping business running as usual
Video conferencing isn’t just for clients.
04/09/2020
Sionic Expands Global Reach with New Luxembourg Base
We’re continuing our growth across financial services with the establishment of a new capability in Luxembourg
04/09/2020
Why patience is a virtue by Canaccord Genuity Wealth
Very little has been priced into corporate earnings yet, to reflect the massive drop in economic activity which has started in western countries.
04/08/2020
First Republic Bank Announces First Quarter 2020 Earnings and Conference Call Date
First Republic Bank will conduct a conference call
04/08/2020
St James Place boss’s bonus is cut after rewards furore
It has almost 4,000 self-employed financial advisers, serving about 700,000 clients with between £50,000 and £5 million in non-property wealth.
04/08/2020
HSBC Expands Wealth Portfolio Intelligence Service
As the enhanced WPIS covers all the major elements of a multi-asset wealth portfolio
04/08/2020
Credit Suisse Taps Rich Clients to Boost Lending During Rout
Bank offered 2% interest to park cash for more than a year
04/08/2020
ETFs: a critical tool for managing millennials’ wealth
ETFs allow wealth managers and advisors to create lighter, cheaper models and reduce trading costs