Managers of Wealth

StashAway announces Assets under Management of US$1billion

According to StashAway, it reached the key milestone at a rate faster than the world’s largest digital wealth managers, Betterment and Wealthfront.

JP Morgan Snags 7 AFTAs—Here’s Why They Won

Built in early 2019, OmniAI now provides a single place where data scientists can discover, experiment, share, and deploy their work into production applications in a secure and compliant manner.

AFTAs 2020: Best Back-Office Initiative—SEI

The best back-office initiative AFTA has for the most part been awarded to London-based SmartStream since the category’s inception in 2016.

Financial advisers’ embrace of digitalisation tested by pandemic

More firms are finding the value of tech to upgrade operations and improve customer experience

M&A in 2021: asset management primed for consolidation

Dealmaking is hotting up in a sector under relentless margin pressure

Standard Life Aberdeen puts bonuses on the back burner

New CEO Stephen Bird reportedly told staff not to expect a bonus in a videoconference call last week.

Axel Weber Heads Into Wearisome Final Year

Instead, Weber is thinking about Plan B as UBS decides if it can sweat out an up to 18-month Dutch criminal investigation into Hamers’ time at ING.

What is a top consideration for wealthy families from the Middle East?

In November last year, the UAE also changed some of its laws to allow for more liberal living.

Private equity swoop on AFH in £225m takeover bid

National advice firm AFH Financial has received a £225m cash offer by US-based private equity firm Cortina Bidco for a takeover of the business.

Scottish IFA makes first foray into acquisition market

Dundee-based Thorntons Investments has acquired two Scottish advice firms.

Covid-19 One Year On: Exposing Inefficiencies Towards a New Paradigm in Wealth Management

After almost a year living and working under the “pandemic siege”, we can now see how financial institutions have responded to these issues.

A Positive End to a Remarkable Year

We reflect on markets in December and how we navigated the ups and downs of 2020.

Darlington financial planning firm acquired by wealth management group

This acquisition further strengthens our national network giving us an additional local office in the important Darlington, Teesside and North Yorkshire region.

Everything is up by Rathbone Brothers

Markets have had a stellar run, despite mixed news on inoculations. It’s in everyone’s interests for asset prices to remain high, but that’s no guarantee they will stay that way. As always, diversification is key.

Act big

The CIO’s view of the week ahead.

Credit Suisse launches meta thematic fund

The new fund will tap existing strategies such as security, robotics, digital health, edutainment, environmental impact and infrastructure.

The language of banking: how to best communicate with your clients

They’re interested in how their lives will be improved by using a new financial offering, not with which complicated-sounding technology it’s achieving that.

NKB achieves solid annual results for 2020

The bank recorded encouraging growth in operating business.

Vast wealth management potential in Malaysia but players need to restructure operating model

Emerging markets charted a 9.3% compound annual growth rate (CAGR) from 2014 to 2019, whereas mature markets charted a 4.5% CAGR in the same period.

IQ-EQ’s Jennifer Le Chevalier shortlisted in 2021 Powerwomen Awards

The Powerwomen Awards aim to champion women in the wealth sector and highlight the female leaders of today and tomorrow.

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Wealth and Asset Management