03/11/2021
Production per advisor averages around $2.3 million, surpassing the million-dollar-plus averages at industry whales such as UBS Wealth Management USA, Merrill Lynch and Morgan Stanle
03/11/2021
The UBAM - Bell Global SMID Cap Equity fund is managed by Australia-based Bell Asset Management.
03/11/2021
Abbot Downing was announced in 2011 to combine multiple existing units at the bank that served the rich.
03/11/2021
If the profession is to attract women clients and unlock their untapped pool of wealth, it first needs to do more to appeal to female advisers
03/11/2021
CI’s U.S. assets to reach $50 billion
03/11/2021
Consumer tech in the unlisted space is where the startups exist
03/11/2021
It predicts that there will be a major shift in the finance industry towards tokenized assets and it wants to be positioned to benefit from this shift.
03/10/2021
Independent Wealth Management in Asia - Growing the Business in 2021 and Beyond
Moreover, digitisation is helping the independents build scale, reduce costs, improve the client offering and reach out to the next generations, while the industry is better organised and more skilful at communication their added value.
03/10/2021
Savant Wealth Management reaches $10 billion milestone
The milestone can be attributed to Savant’s long-term growth strategy and its client-centric model offering comprehensive wealth management services
03/10/2021
Quilter preliminary results for the year ended 31 December 2020
2020 was a year that presented many challenges but our people have risen to them and have come through stronger with our business better positioned.
03/10/2021
Clientis Group continues to grow sustainably even in the crisis year
The total operating profit ( profit from ordinary banking business) was 0.8% higher than the previous year at CHF 171.7 million.
03/10/2021
The 55-year-old banker had a hand in a $10.1 billion debacle unfolding at Credit Suisse’s fund arm.
03/10/2021
Winners were selected by an international panel of highly respected private wealth practitioners from an array of leading legal and financial firms.
03/10/2021
At LGT Vestra, these risks are measured or mitigated by applying various methods, including exclusion policies, a sustainable rating system, the United Nations Environment Programme Finance Initiative Principles, and a commitment to net zero emissions by
03/10/2021
The shifts in the predominant nationalities who are interested in investment migration are eye opening — with the most astonishing being a 192% leap in enquiries from US citizens in 2020 compared to the previous year.
03/10/2021
Some investors believe that ‘value’ investments are set to enjoy their time in the sun after several years in which high-growth companies such as Tesla have taken the limelight.
03/10/2021
Annual profit grew by 1% to CHF 138.1m, while gross profit increased by 2.4% to 275.6m within the interest business.
03/10/2021
Credit Suisse is also taking a Zurich-based banker who managed the supply chain funds off the job temporarily.
03/10/2021
Pandemic breeds new generation of investors
The pandemic is breeding a new generation of active and purpose-driven investors in their late 20s and early 30s who are keen to do more and do good with their money, according to new research published today by Nutmeg.
03/10/2021
Future Returns: How UBS Surpassed a $5 Billion Impact Goal
The fund also financed grants for academic cancer therapy research and access to cancer care in developing countries through a percentage of the manager performance fee and 1% of royalties on any drugs that came to market.