03/09/2021
EFG turns to Regtech for help in offshore business
The young company, founded in Zurich in 2014, has achieved another coup.
Wealth and Asset Management
03/09/2021
Canaccord Genuity Group Inc. Provides Shareholder Update
Client assets include Assets under administration (AUA) and assets under management (AUM) which are non-IFRS measures that are common to the wealth management business.
03/09/2021
TriVista Appoints Northern Trust for Custody and Securities Lending Mandate
Appointment Extends Relationship with Japan-based Manager
03/08/2021
Credit Suisse Asset Management winds down its supply chain finance funds and commences first payment
The first payments amounting to approximately 80% of the available cash and cash equivalents are expected on 8 March 2021 for the Luxembourg domiciled funds and later the same week for the Liechtenstein domiciled fund.
03/08/2021
Credit Suisse: Striking correlation with GAM fun
Too many smoke signals are rising around the now closed supply chain funds that CS operated together with the British financial institution Greensill Capital.
03/08/2021
Mary-Anne Daly wins Gold as CEO of the Year
Cazenove Capital is pleased to announce that Mary-Anne Daly, Chief Executive of Cazenove Capital, has been awarded Gold in the category ‘Woman of the Year - Financial Organisations - CEO/Board Member’ in Citywealth’s 2021 Powerwomen Awar
03/08/2021
Nikko AM Sets Target to Increase Women’s Share of Managerial Roles
This target, termed “30 by 2030” will accelerate women’s career advancement
03/08/2021
Conversations in Wealth Management an interview with Hawksmoor’s Sarah Soar
Tim Oddy, Senior Relationship Manager at Maitland, recently chatted to Sarah Soar, CEO of Hawksmoor Investment Management, a growing investment and fund management business.
03/08/2021
A much-needed culture shock: How Japan's asset managers are bringing gender diversity to the 21st century
Rethinking old gender norms still a challenge
03/08/2021
Non-bankable assets - investing in a new era
The non-bankable asset investment opportunity and its challenges
03/08/2021
Women’s Wealth 2030: parity, power and purpose
The 2020s are set to be transformational for women’s wealth but first, major challenges must be overcome.
03/08/2021
Singapore’s role in the future of capital
As investors seek new pockets of opportunities in new asset classes, they are also reassessing their responsibilities, forging new investing approaches and accelerating innovation centred on building more resilient, inclusive and sustainable economies
03/08/2021
Rotating the Old Normal
We are now even more strongly of the view that yields need to rise to levels closer to 3%.
03/08/2021
COVID takes a toll on women’s finances
Educate and empower to level the playing field
03/08/2021
Breaking barriers: deconstructing unconscious gender bias in wealth management
Yet in-depth interviews with these same women concluded that their risk profiles were essentially balanced or dynamic, as opposed to conservative.
03/07/2021
Investment house on trail of Punter Southall’s wealth arm
As well as being a wealth manager, it is also an accountancy and professional services operation.
03/05/2021
Private Banking: The Best is a Netflix Banker
Intelligent algorithms are already being used by some Swiss banks to suggest products, investment ideas, or services to customers.
03/05/2021
Wealth managers warn UK’s richest: A wealth tax is coming
Advisers say the burden of balancing the government’s books "will be falling further and further on the shoulders of the wealthy in the UK”
03/05/2021
Schroders supports Lord Hill’s review to boost attraction of listing on the London Stock Exchange
Hill’s review found that the UK needs to attract more innovative companies such as tech and life sciences to its listings.
03/05/2021
Wealth Management – Mosaique Insights
How different will the economy that exits the crisis look from the one that entered it?