02/03/2021
Irish household wealth hits record high of €831bn despite pandemic
Net worth of Irish households increases despite rise in unemployment, data shows
Wealth and Asset Management
02/03/2021
Mattioli Woods scoops up wealth management firm
Montagu is based in Twickenham and employs an experienced team of four staff, all of whom will remain with Mattioli Woods following completion.
02/03/2021
Butterfield Group Head of Trust, Jane Pearce, recognised as eprivateclient’s 50 Most Influential in 2021
The 50 individuals were selected by PAM Insight judges after an exhaustive selection process, where each nomination was judged on its strength, the merits of the individuals, and PAM Insight’s market knowledge.
02/03/2021
Global Equity Quarterly Q4 2020
Investment Insights by our experts and thought leaders
02/03/2021
Neue Privat Bank Forges Alliance in Middle East
The Swiss private bank, which is relatively young at twenty years, is owned by its management, in particular by CEO Markus Ruffner.
02/03/2021
Investors should keep a high proportion of tangible assets: Pictet
The firm said 2021 is expected to be a year of earnings recovery.
02/03/2021
Goldman Sachs Wants to Get Cozy With Main Street and Its Money
Bank targeting mass affluent in latest personal-finance push
02/03/2021
Credit derivatives house of the year: Credit Suisse
Risk Awards 2021: hedging before the crisis allowed bank to offer ample liquidity when markets tanked
02/03/2021
Wealth manager to launch defensive fund of up to £50m aimed at risk-averse
Fixed interest makes up the majority of the fund’s asset allocation at 70%, with equities and related securities accounting for less than 25%.
02/02/2021
Digitalization: The Future of Wealth Management
The ground is shifting with the wealth getting passed on from baby boomers to Gen-X and millennials.
02/02/2021
UBS: Personnel carousel in Germany turns
The largest Swiss bank hires a Senior Relationship Manager for its branch in Düsseldorf
02/02/2021
Edmond de Rothschild: All Eyes on Ariane
His wife, Ariane de Rothschild, chairs the bank and orchestrated its recent strategy overhaul.
02/02/2021
12 Powerful Wealth Management Trends. 12 Opportunities in 2021. Are you ready?
The pandemic has merely acted as a reminder for the industry to revisit its priorities to appropriately tackle these challenges, and it has been successful in doing so by accelerating the adoption of tech and opening the door for WealthTech.
02/02/2021
LUKB Annual result 2020
For the current year 2021, which marks the start of the “LUKB25” strategy, LUKB has set itself a profit target in the range of 2020.
02/02/2021
Hawksmoor to open new Bath Office
The opening of a new office in Bath is an exciting step in Hawksmoor’s expansion plans.
02/02/2021
Basel IAM strikes fund distribution deal with German fintech
The fund invests in long-term developments such as population growth, climate change, urbanisation and the technological evolution.
02/02/2021
Five key trends in UK real estate investment
Yet despite these threats, the investment picture in the UK remains bright.
02/02/2021
Recognition for JTC in Most Influential Private Client List
The annual list features a range of lawyers, accountants, trustees and intermediaries and is a market-leading guide to the individuals shaping the modern private client landscape.
02/02/2021
Asset Manager DWS Says All of Its New Funds This Year Will Be ESG
DWS follows a move by UBS Group (UBS) last year to recommend sustainable investing over traditional investing to its global clients.
02/02/2021
Nordea Bank Is Reorganizing Its $390 Billion Wealth Business
The changes won’t result in job cuts, but the positions of Nordic head of private banking and Nordic head of investment and security advisory services will be eliminated, he said.