03/12/2020
As Coronavirus Spreads, Wealth Managers Adjust
Morgan Stanley said an employee at its Purchase, N.Y. office, which houses much of the company’s wealth management operations
Wealth and Asset Management
03/12/2020
S.Africa's Sanlam FY earnings fall 19%
Its net operational earnings - a new performance measure it introduced in the results, expanding on its previous measure of operating profit - grew by 14%.
03/12/2020
International Wealth Management Firm Launches Spanish Logistics Fund
Swiss based wealth management firm, Spearvest, acting as Investment Advisor, has completed its first Logistics acquisition in Zaragoza, Spain
03/12/2020
Fanning fear by Paul Donovan
Although China's domestic economy is recovering, the global situation challenges external demand.
03/12/2020
Cybersecurity challenges for family offices: FWR Family Office Fintech Summit
Wealth owners place a premium on personal privacy, and family office have a responsibility to protect not only their clients’ assets but also their confidential information.
03/11/2020
Quilter plc reports 3% growth in adjusted profit before tax to £182 million
Quilter plc preliminary results for the year ended 31 December 2019
03/11/2020
PURE Honored as Best High Net Worth Insurance Company at the 2020 Private Asset Management Awards
The winning organizations were selected based on both quantitative and qualitative performance over the last year.
03/11/2020
Mattioli Woods purchases national wealth manager
Culturally and strategically, Hurley Partners is a great fit, serving a similar client base to our existing business.
03/11/2020
Preserving Wealth: Putting structure in a virtual family office
Now firmly established as the client’s trusted advisor, Vistra now plays a leading role in the continued wealth creation and prosperity of the client.
03/11/2020
Rothschild & Co: 2019 – Full year results release
Our Wealth & Asset Management business continues to attract new clients thanks to our long-term investment approach.
03/11/2020
Mattioli Woods acquires Hurley Partners in £25.6m deal
Hurley Partners’ experienced management team will be retained by Mattioli Woods following the acquisition.
03/11/2020
Which asset managers rank the highest for ESG?
ShareAction ranks 75 global asset managers on ESG practices
03/10/2020
Close profits down 8% as CEO search continues
The performance of the group continued to demonstrate the consistent application of our business model in a period of lower activity in the UK economy.
03/10/2020
Asset managers failing to lead the way on responsible investment
No stand-out leaders in the space, research reveals
03/10/2020
Private equity firm takes stake in Beacon Pointe
The RIA also announced the acquisition of Ferrell Wealth Management
03/10/2020
EFG International in Corona emergency
The bank has also imposed global measures. Like other banks, it has taken split-office measures, introduced temperature controls, increased home office capacities and also prohibited all business trips that are not absolutely necessary.
03/10/2020
VP Bank Outlines Growth Plans For Next Cycle
The 2019 financial year was characterised by the continuing low-interest environment.
03/10/2020
Less than half of Asia's rich have succession plans
Just over 40% of HNWI relationship managers surveyed said their clients have enacted a succession plan or are actively planning for succession.
03/10/2020
Unexplained Wealth Order focuses on London mansion
UWOs are one of the UK's newest tools in the fight against suspected criminal money invested in property.
03/10/2020
ANZ to slash jobs across wealth business
ANZ has previously indicated that it is seeking to slash costs by as much as $1 billion over the next three years as the bank faces increasing regulatory scrutiny and record low interest rates.