03/30/2020
Servicing the new model client by Iress
With the change in demographic has come a change in relationship model.
Wealth and Asset Management
03/30/2020
Geneva WM on how to avoid the liquidity trap
The low interest-rate environment has spurred investments into higher-risk premium strategies
03/30/2020
Investment Update on dividends
With dividends pressured, companies focus on financial strength
03/30/2020
A new generation of HNWIs puts focus on ESG
As the next generation around the world prepare to inherit this wealth generated by their parents over the past few decades, we can see a shift in attitudes and priorities when it comes to the way this money will be invested and put to work.
03/30/2020
A crisis in equity dividend income
By the close of business yesterday, around 15% of FTSE 350 constituents had already announced dividend cuts
03/30/2020
What Private Banks Are Telling Clients About Asian Equities
While the past week’s rebound has failed to convince most investors that the market has hit a bottom, private banks are not sitting idle.
03/29/2020
In Crisis, Credit Suisse Boss Comes Into His Own
Ultimately, any investment banking veteran like Gottstein at the peak of his career would have seized the opportunity to become CEO of a major bank.
03/27/2020
Labuan IBFC's Financial Services Community Band Together to Contribute to the Relief Efforts in Combating COVID-19
The Labuan IBFC Community is deeply concerned about the growing scale of the COVID-19 pandemic and its social and economic impact, particularly on Labuan island.
03/27/2020
Citi: Capital Controls Coming Soon for Emerging Markets
The only way to resolve this contradiction, in principle, is to close the capital account, said David Lubin, the bank’s London-based head of emerging market economics.
03/27/2020
‘The world is learning to work flexibly,’ says BMO fund CEO
Kristi Mitchem, head of the asset management division, on home working and staying positive
03/27/2020
SJP advises clients to remain invested
It doesn’t pay in the long-term to try to time market entry and exit points, according to St James’s Place’s Singapore investment head.
03/27/2020
A new way of working - protecting wealth and protecting health - the Sanlam way by Penny Lovell
As many of you will know, the Coronavirus pandemic has caused significant damage to economies, businesses and stock markets worldwide.
03/26/2020
Noah WM reports slight profit in 2019
A tough Q4 has impacted the NYSE-listed Chinese wealth management firm.
03/26/2020
The Art Market Adjusts: Banks loan considerations in times of market dips
For new loans right now, we are also considering lending at 40% Loan-to-Value, rather than our usual 50% LTV.
03/26/2020
Tilney and Smith & Williamson merger on brink after coronavirus crash
A source with knowledge of the deal said Tilney’s valuation had been hit hard by the fall in the dollar value of its assets under management, making a deal between the two hard to conclude.
03/26/2020
Arbuthnot private bank profits tumble on major fee shake-up
Continued diversification, whilst maintaining a strong capital position and financial discipline in these uncertain times.
03/26/2020
Merrill Lynch Cuts Advisor Teams a Break Amid Pandemic
The extension aims to “help our advisors focus on the needs of their clients during these unprecedented times,” the company said.
03/26/2020
Consider risk appetite before investment decision – Wealth manager at StanChart
The banker explained that this was why at Standard Chartered before a client signs up for any investment package, it is mandatory to first check the customer’s risk appetite.
03/25/2020
Quilter Foundation donates £100,000 to the National Emergencies Trust (NET) COVID-19 appeal
Quilter is making the donation from its Foundation to the NET COVID-19 appeal.
03/25/2020
Bank of Singapore Urging Leveraged Clients to Sell in Rally
Some clients have to liquidate assets at distressed prices