03/02/2021
Stop Look and Listen…Why Some Clients Fail to Take Good Advice
Some do look, but with only a cursory glance, and often only one way, and they therefore miss the bus that comes thundering in the opposite direction.
Wealth and Asset Management
03/02/2021
Quilter launches redundancy support hub to help advisers with client conversations
The hub will feature resources for advisers to recommend and use with clients covering topics from navigating redundancy to how to create a growth mindset, and the importance of adaptability.
03/02/2021
Should you invest in the new kids on the block?
In a world where investors rely heavily on quantitative tools, having more funds with no discernible track record, at least for now, poses some major challenges to retail investors who want to determine whether a new fund will be a success.
03/02/2021
SME report - key findings released - Close Brothers Asset Finance
In this report we present the sector results with limited analysis because we feel it’s better left up to the reader to interpret the data for themselves,
03/02/2021
Hurst Point Group completes acquisition of Hawksmoor
HGL will become a separate subsidiary of Hurst Point Group, who intend to support its core strategy of growth in the areas of investment management and specialist funds where it has historically had great success.
03/02/2021
Inflation worries overblown by Pictet AM
The economic recovery that will gather strength over the course of 2021 shouldn't lead to a rapid pick-up inflation.
03/02/2021
Signs of an Early Spring By Chris Bailey, Raymond James
Fortunately for equity markets, the news around vaccine roll outs and economic improvement will continue to help today.
03/02/2021
Testing new waters by CHRISTIAN GATTIKER, Julius Baer
Investors need to buckle up every end of the month, it seems.
03/02/2021
Are we in a global stock market bubble?
At US$275bn, Toyota, the next-largest auto company, has forecast 2022 sales around four times those of Tesla, yet its market valuation is less than a third of Musk’s behemoth*.
03/01/2021
Edelweiss launches Dynamic Growth Equity Fund
Elevated volatility levels witnessed over the last one year can lead to an erosion of investor wealth.
03/01/2021
Coutts, the bank to rely on in a Covid crisis – if you're seriously wealthy
The Queen’s bank pulled out all the stops to rescue clients stranded abroad, while moving its elite services online
03/01/2021
Chinese Wealth Manager Hywin Seeks U.S. IPO
In the 12 months ended June 30 last year, the firm recorded revenue of $199 million.
03/01/2021
Jane Fraser Is Hitting Refresh at Citigroup
The new CEO takes over Monday with two major goals: simplify the bank and make regulators happy
03/01/2021
Cyprus 4.0: Wealth Management has a ‘special relationship’ with technology
For nearly all the wealth managers interviewed in this third edition of Cyprus 4.0, building trust and a solid personal relationship with clients is simply essential to strategy.
03/01/2021
Julius Baer announces end of 2019 share buy-back programme and launch of new programme
The cancellation of the shares bought back under this programme will be proposed at the Annual General Meeting of shareholders (AGM) on 14 April 2021.
03/01/2021
Standard Chartered will revamp its Hong Kong branches without shrinking its network, says local CEO
The bank aims to maintain the same number of branches, as it found there is still strong demand for in-person banking services
03/01/2021
Geneva WM hunts for co-CIO
The news comes as the company says it intends to extend its in-house offering across more asset classes in 2021.
03/01/2021
Kingswood backers eye Lombard International deal
This news comes weeks after International Adviser reported that Lombard International’s parent company Blackstone was looking to sell the business.
03/01/2021
Europe's wealth mangers increasingly focusing on Bitcoin: survey
One in three (32%) said they are providing execution only investment in Bitcoin to clients.
03/01/2021
Can You Endure the Duration?
Equity markets were shaken badly but have mostly maintained their poise despite a tough final week.