09/10/2019
Evolution of wealth management with increasing use of fintech touchpoints
Fintech and human expertise knit together as a hybrid model for wealth management.
Wealth and Asset Management
09/10/2019
Goldman Sachs' Asia Discretionary Assets Surge 25 Percent
This concept attempts to build robust portfolios by splitting assets into two major pools: one with the majority in stable, long-term holdings to anchor broader returns, the «core»; and another in smaller tactical and short-term investments
09/10/2019
Market Perspectives by Barclays Private Bank
The strategy usually performs best when volatility is high, aiding portfolio diversification as risk assets underperform.
09/10/2019
Mounting demand from financial advisers for impact investing solution
The portfolios have been an enormous success since they were established, in line with growing evidence that companies run in a sustainable and responsible manner generate superior returns.
09/10/2019
Merian targets £100m fundraising for trust
The group says the trust is now seeking additional capital in order to “execute the next phase of investment opportunities.”
09/10/2019
UBS Asset Management's Climate Aware strategy surpasses USD2 billion
Climate change and the speed of global warming are two of the greatest systemic risks to the planet.
09/10/2019
Six Greater Boston Market UBS Advisors Named to 2019 Forbes Best-In-State Next Generation Wealth Advisors
The Forbes ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in person due diligence interviews, and quantitative data.
09/09/2019
Quilter Cheviot secures Category 4 licence in Dubai
Quilter Cheviot's Dubai office has successfully secured a Category 4 licence, having previously operated within the DIFC (Dubai International Financial Centre) as a representative office
09/09/2019
UAE wealth management group plans $1.3bn investment
These products will enable AIP to further address market demand for safe, liquid, and unique investments across different asset classes."
09/09/2019
Ultra-high-net worths – how a changing market spurs advisers to adapt
The wealthy of these nations were traditionally humble people who wanted the best for their offspring, with many sending their children to be educated in the UK and US where they often settled.
09/08/2019
Fears of Goldman Sachs partner purge
Those at the top are in danger of being pushed off their perch.
09/06/2019
Credit Suisse property funds acquire €214m office portfolio in Poland
There is a vast variety of investments to choose from and this brings in a lot of interest from investors who are willing to invest in more than one location and further diversify their investment portfolios.”
09/06/2019
UK wealth manager rolls out planning service for ‘Henrys’
Those with a £200,000+ income can qualify regardless of minimum investible assets
09/06/2019
Mace to refurbish former HSBC headquarters
The listed front section of the building, which was initially completed in 1840, will be converted to provide a wellness suite, a business lounge and a multi-function room.
09/06/2019
KZN is fastest growing wealth market in SA
High Net Worth Individuals is a term that is used to describe people that have a net worth that is $1 million and above.
09/06/2019
Envestnet updates wealth management platform
Molly Weiss, head of product for Envestnet Wealth, said the firm has focused on building a more intuitive workflow for advisors
09/06/2019
Jersey’s women feature strongly in awards final
The awards recognise those in the wealth sector, highlighting the female leaders of today and tomorrow.
09/06/2019
Sanlam forecasts recovery after tough first half
The performance was fairly broad based driven by solid organic growth
09/06/2019
Wealth manager creates 'super' southern office
'To support clients'
09/06/2019
TMF Group expands fund services through Channel Islands acquisition
Mark Weil, CEO of TMF Group, said: “We are excited to be growing our fund administration business