03/12/2019
Andy Thompson: “We didn’t know if a fully-integrated Quilter model would work”
PCA sits under network model, Intrinsic and services the affluent and high net worth.
Wealth and Asset Management
03/12/2019
VP Bank’s Asia Expansion: Inspired by Market Understanding Allied with Strategic Focus
Morel highlighted the importance of the intermediary business, which he says accounts for more than half of the bank’s Asia-wide activities.
03/12/2019
Morgan Stanley int'l wealth head exits as firm reorganizes business
The firm said it is combining the businesses to help the firm focus on serving wealthier international clients.
03/12/2019
Quilter reports rise in profits despite volatile 2018
2019 will again be an important year for our business.
03/12/2019
Singapore is a Fountain of Wealth and Leading Wealth Management Hub. Will It Continue to Be?
Over the past five years, Fintech has enjoyed a boom and wealth management clients have become increasingly accustomed to online offerings.
03/12/2019
Why Wealth Creation Is The Next Frontier In Wealth Management
Before becoming a household name, fintech was very visible and “in your face.”
03/11/2019
UBS Wealth says ESG portfolio at $400m in Asia
The firm believes that the sustainable investing portfolio has resonated well with female investors.
03/11/2019
Women bankers criticise UBS over maternity leave cuts to bonuses
Swiss bank does not restore full bonuses after female staff return from having children
03/11/2019
Task WM CEO: how to pick the perfect place to set up shop
Despite his focus on finding the right location, Caiano also believes in the importance of diversification.
03/11/2019
The rise of donor-advised funds
Those who had made their money with sharp commercial acumen and financial discipline wished to practice philanthropy in the same way.
03/08/2019
Shifting the dial: Creating a more balanced workforce for Jersey
A number of the participants identified the need to provide confidence-boosting experiences to women working their way up to senior levels.
03/08/2019
Wealth giants back new female clients initiative
Gillan said the network has a number of initiatives in place to improve the client experience for women and promote financial education.
03/08/2019
Schroders to cut up to 100 jobs in Luxembourg
UK listed fund manager agrees social plan for affected employees
03/07/2019
Brown Shipley Wins People’s Choice Award
Winners of the People’s Choice Awards excel in areas like client-adviser matching, speedy on-boarding processes and communications, while delivering exceptional service standards throughout relationships.
03/07/2019
Swiss WM gets CISA authorisation by Finma
The company has appointed PWC as its auditor in order to guarantee full compliance with regulatory requirements.
03/07/2019
Schroders and Edentree haul HSBC over the coals
Investors press UK bank to drop financing for the fossil fuel
03/07/2019
RBC Wealth Management launchs digital storytelling initiative
Project is latest in a series of initiatives from RBC Wealth Management – U.S. that support diversity and inclusion in business
03/07/2019
Schroders profits fall 15% on outflows
We continued to invest for growth and saw good progress in a number of strategically important areas.
03/07/2019
WM adviser: why mergers may fail amid new regulations
Glasner also believes that the generational change may push some managers to retire ahead of schedule or change their role.
03/07/2019
Women in WM: ‘Many women shy away,’ says family office head
In this profile, Sibylle Peter, founder of Zurich-based family office YSMA, explains why women should pursue their goals without taking no for an answer.