10/20/2021
Spotlight on UBS in Spurned CEO Case
The Swiss bank's outgoing chairman is a central figure in a court case between former top executive Andrea Orcel and Santander over a job offer that fell through.
Wealth and Asset Management
10/20/2021
Simply put: macro uncertainty could drive market volatility
This volatility reflects a significant number of phenomena, with investors' attention deviating across a number of issues: the Evergrande1 situation in China and an apparent energy crisis coinciding with the beginning of autumn, to name two.
10/20/2021
JP Morgan Asset Management expands sustainable OEIC range
Marks the fifth fund in the sustainable range
10/20/2021
CapIntel Partners with IG Wealth Management
Over 3,000 IG Wealth Management advisors across Canada will use CapIntel's digital application to deliver tailored client proposals and more
10/19/2021
TPT Wealth awarded ‘superior’ rating for two income funds
The two newly-rated income funds offered by TPT Wealth seek to provide capital stability and competitive monthly income returns via diversified investments across a range of fixed interest type assets.
10/19/2021
LPL Financial Welcomes Private Wealth Advisors
Looking to serve his clients’ best interests, broaden investment choices and take more control of his business, he chose to partner with LPL and align with America Group Retirement Strategy Centers, a large enterprise that supports LPL-affiliated ad
10/19/2021
Jersey's private client landscape: built on trust
Working with the selected trust company, after due diligence has been completed including source of wealth and sourceof funds, a trust deed will then be prepared.
10/19/2021
SJP Academy boss: We are using virtual reality to train future advisers
Combined with artificial intelligence, the technology is part of the advice giant’s ‘new and improved’ academy led by head Andy Payne.
10/19/2021
Macao banks to launch Wealth Management Connect related services
The Monetary Authority of Macao said the WMC is a major move and innovative arrangement for promoting mutual access between the financial markets in the Greater Bay Area.
10/19/2021
Family Business Governance And Prenuptial Agreements
Two of the most disruptive of these internal forces are an unexpected death in a marriage
10/19/2021
Tilney Smith & Williamson returns to Cardiff with new office
Within the team there are also specialists advising university professionals and a pensions and divorce expert.
10/19/2021
PGIM Investments to acquire direct indexing firm
Firm expands platform to include customized solutions to meet the complex needs of high-net-worth investors
10/19/2021
Head of JTC Private Office named as Citywealth Top 20 Family Office Advisors 2021
The selected group of industry professionals includes experts in two key areas: consulting & strategy and administration & governance.
10/19/2021
HSBC and 18 other banks can now sell wealth investment products in the Greater Bay Area
HSBC and Standard Chartered Bank are among more than a dozen lenders that can start selling investment products from Tuesday.
10/19/2021
How private banks are courting the next generation of wealthy investors
But over time, investors, their money, and their advisors have been inexorably migrating from commission-based brokerages and toward the fee-only RIA model.
10/19/2021
One Four Nine launches with inaugural acquisitions
These inaugural acquisitions are the first step in an ambitious growth plan.
10/19/2021
CI Financial Reports Total Assets of $320.4 Billion
CI’s Asset Management business delivers $800 million in net sales for its best quarter in over six years
10/18/2021
Schroders thanks JVs and associates for rise in assets under management
Assets under management at the end of September stood at £716.9bn, up from £700.4bn at the end of June
10/18/2021
J. Safra Sarasin Snaps Up Geneva Property
BNP Paribas began to shrink its Swiss workforce in 2020, after halting its commodity trade financing business in Switzerland to focus more on corporate and institutional banking as well as wealth management.
10/18/2021
IWP to launch direct advice arm with latest acquisition
This service will be provided directly to clients as opposed to through IWP's local firms and advisers.