03/30/2021
Wealth Management In 2021: From Surviving Remotely To Thriving Remotely
April Rudin's article from TWM's US Wealth Technology Landscape Report (2021)
Wealth and Asset Management
03/30/2021
Weekwatch by St. James's Place
The sudden change “serves as a reminder of the risks and also the opportunities to be had in emerging market-related assets,” noted Mark Dowding of BlueBay Asset Management, co-manager of the St. James's Place Strategic Income fund.
03/30/2021
UK wealth manager acquires Yorkshire-based advice firm
As it eyes another M&A deal ‘in the coming months’ to tap into an ‘under-advised market’
03/29/2021
Carina Schaurte: «The New Wealth Client»
Financial advisors need to rethink their approach if they are to meet these changing customer needs.
03/29/2021
Swiss banking and the misery of the meritocracy
What is disturbing is not primarily the fact that some managers in these two institutes earn too much, but that the much-vaunted argument of meritocracy degenerates into a farce.
03/29/2021
BlackRock Tops the First Fund Brand 50 Global Asset Manager Rankings
Broadridge’s Fund Brand 50 study expanded, reveals best-performing fund brands globally
03/29/2021
VP Bank is acquiring a 3.4 per cent equity stake in Hywin after signing a Collaboration Agreement to strengthen the Strategic Partnership
This was reported by VP Bank on 9 March 2021 during its annual results presentation.
03/29/2021
Lombard Odier expands into Brazil with new office in São Paulo
The new office in São Paulo is an important step in the Group’s growth, and reflects Lombard Odier’s objective to have a local market presence to enhance proximity to clients.
03/29/2021
VP Bank buys stake in Chinese asset manager
The partnership includes product and services collaboration, notably investment management and custody of client assets with Hywin Hong Kong and its affiliates.
03/29/2021
Fairstone continues acqusition spree with Glasgow-based IFA
The focus of its approach is to attract businesses that do not want to sell today but instead want to grow and develop.
03/26/2021
"The Credit Suisse management should now apologize"
Reputational risk is one of a total of eight statutory risks in the insurance business.
03/26/2021
"We need to bring wealth to life"
No matter what their size is, their common goal is to handle the investments of very wealthy families in an independent way.
03/26/2021
NextGen Wealth Warns Banks Against Testing Loyalty
Nonetheless, Mole – who is also the president of Young Investors Organization, an independent next generation network sponsored by Credit Suisse – warned the industry against taking advantage of that loyalty, stressing that next generation cli
03/26/2021
Digital wealth is taking off, are you onboard?
One of today’s greatest minds, Bill Gates, predicts the way we live and work will change dramatically and permanently post-Covid19.
03/26/2021
Kestra Seeks to Integrate Trust Services Into Its Wealth Businesses
Kestra is looking for better ways to prevent trust assets from going out the door, with the help of its in-house trust company, Arden.
03/26/2021
Challenges and Chances for Wealth Managers to Thrive in 2021
Other factors that have already started to impact on the wealth management sector, in North America and globally – such as fee compression and wealth transfer towards the younger generations of investors – will further spread their effects.
03/25/2021
Julius Baer successfully places a CHF 260 million domestic senior unsecured bond
An application for provisional admission to trading on the SIX Swiss Exchange will be made.
03/25/2021
The Mauritius foundation: charitable giving built on strong foundations
Mauritius continues to attract the attention of a growing regional high-net-worth market segment thanks to its innovative private wealth offerings, robust regulatory landscape and compelling domestic and international tax regime.
03/25/2021
In 2020 the ultra-rich got richer. Now they're bracing for the backlash
"The fundamental problem is this gross inequality that's getting worse."
03/25/2021
7 Hightower Advisors Honored on Forbes' 2021 List of Top Women Wealth Advisors
All the advisors named to this year's list have at least seven years of experience in the industry and were nominated by their firms.