11/15/2019
Credit Suisse hunts for portfolio manager
They will also have to ensure client portfolios are invested in line with their investment objectives and risk targets.
Wealth and Asset Management
11/14/2019
Schroders Personal Wealth seeks to attract fresh clients to financial planning
Questions raised about how lucrative the approach will be as marketing campaign kicks off
11/14/2019
‘Nothing is stopping’ Google from entering wealth management
Google's newest project takes aim at traditional banking, but wealth management may not be far off.
11/14/2019
HSBC launches Balance After Bills to help customers budget
Customers can already temporarily block and unblock debit and credit cards, deposit cheques, and add their card to their Apple Wallet from within the app.
11/14/2019
Rothschild & Co: 2019 – 3rd quarter release
Nine months revenue was impacted positively by currency translation effects of €14 million
11/14/2019
Credit Suisse: The Response to the Superstar Banker
The fact that he then slipped into a CS-internal spying affair threw him and the bank into the news for a few weeks
11/14/2019
Spearvest acquires CHF 36m premier property in Switzerland
International wealth management firm boosts real estate portfolio with a major acquisition of commercial property.
11/14/2019
Succession Wealth opens Birmingham headquarters
Its programme of infrastructure and transport improvements makes it a thriving place to do business and a logical choice for our new head office.
11/14/2019
Upwards bullying: reversing the norm
The effect on the individual who is bullied is the same whether they are a manager or a junior member of staff: it causes enormous stress and sometimes the individual can suffer long term damage to their health and well- being.
11/14/2019
Reuss Private launches subsidiary
It aims to reduce liability risks when investing and maintain high returns in a challenging investing environment.
11/14/2019
The problem when asset allocators don’t manage and mitigate operational risks in multi-fund portfolios
With the development of more effective due diligence capabilities, asset allocators have been able to play a key role in reducing the “external” operational risk within the fund management organizations.
11/13/2019
GSAM follows BlackRock with ESG money market fund
Rating agency Moody’s said this was “credit positive” for the firm as institutional investors increasingly wanted cash management to reflect their commitments to tackling climate change.
11/13/2019
Brits taking unconventional routes to talk about finances
Some 4.2 million would engage with their social media followers or chat to a taxi driver
11/13/2019
Combined wealth of world’s billionaires suffers first decline since 2015
The research further indicated that Hong Kong’s total level of private wealth was down by 4%
11/13/2019
EFG reports on business performance and announces GBC appointment
The tension remains high as to whether the Swiss private bank EFG International can take the helm.
11/13/2019
Fulton Financial buys wealth management business
APS Wealth Management, which was established by Mike Chwastyk in 1994, had approximately $67 million in assets under management or administration at the time the sale to Fulton was completed.
11/13/2019
Top JPM strategist calls out ‘Armageddonist’ fund managers
In a note to clients yesterday, Michael Cembalest highlighted how investors would have lost out had they listened to warnings from a number of prominent financiers
11/12/2019
UBS Eyes Up Executive Rejuvenation
What Ermotti hasn’t done is refresh his top management
11/12/2019
Mediobanca bets on wealth management
Wealth management will deliver top-line growth of 8%
11/12/2019
Advisor Group, Ladenburg Thalmann Merge, Creating $3 Billion IBD
The Companies Will Form Leading Multi-Custodial and Multi-Clearing Network of Firms, Supporting Financial Advisors Through Multiple Distinct Brands and Cultures