02/26/2021
InvestCloud- emergent giant?
The combination will create a best-in-class digital advice platform for advisor networks and advisors, as well as manufacturers looking to offer their products.
Wealth and Asset Management
02/26/2021
Millennials and financial advisors: what can wealth managers learn from growing disruptive competition
By examining the value proposition of these disruptive competitors, wealth managers can learn what it is that Millennials want and how to better serve this younger generation.
02/26/2021
Credit Suisse Frets Over Bankers Hitting Zoom Wall
The Swiss bank hopes to gradually welcome bankers back to offices soon.
02/26/2021
SJP to shed 200 jobs and scale down Asian adviser recruitment
As it targets £200bn funds under management by 2025
02/26/2021
Diamond tycoon Modi loses bid to avoid extradition to India
District Judge Samuel Goozee ruled in London that the fugitive jeweler has a case to answer before the Indian courts
02/26/2021
Merrill Lynch Ramps Up Wealth Unit as Rich Clients Flock to Florida
Financial employees join migration to the Sunshine State
02/26/2021
US Big Banks Target Wealth Mgmt for Steady Revenues, Higher Returns
Examples of wealth management expansion include Goldman Sachs (GS) and Morgan Stanley (MS), although with some marked differences in overall approaches.
02/26/2021
The wealthy are borrowing billions against their art collections and lenders are reselling the debt
While the big banks dominate art lending because of lower rates, more and more art finance firms and auction houses are expanding their loan business to attract more clients.
02/26/2021
Suntera Global Wins Citywealth Awards
Citywealth’s IFC Awards were established a decade ago to recognise and highlight excellence within the private wealth sector across the major international financial centres.
02/26/2021
More industry recognition for leading private wealth practitioner
This is the latest industry recognition for James who was also recently named in the 2021 eprivateclient 50 most Influential list.
02/26/2021
Demographic Change, Economic Dynamics and Quality of Life
Companies which operate in these sectors generally underperformed the markets overall in 2020
02/26/2021
Quilter to broaden platform’s appeal as last migration looms
“This is a great opportunity that we’ve got. The whole point of this piece of work was to fill in the gaps that had opened up.”
02/26/2021
Kingswood SPAC and Apollo among suitors for Blackstone’s Lombard
Kingswood Acquisition Corp. is among the parties weighing offers for the Blackstone-owned group, Sky News learns.
02/26/2021
Raymond James Executive: We’re Open to Flexible Work Arrangements for Advisors
A spokeswoman for Raymond James said that the firm has not finalized its remote work and return-to-office policies.
02/26/2021
Partners Wealth Management launches PWM Green Matrix
This service is exclusively available to all PWM clients.
02/25/2021
Gold across the board for Ogier at the Citywealth IFC Awards
This is the fifth consecutive year that Ogier has been recognised at the awards
02/25/2021
HSBC to hire 5,000 wealth planners as it increases investment, emphasis on Asia’s rich
Bank targeting additional 600 wealth planners in mainland China this year
02/25/2021
Standard Chartered PLC – full-year and fourth quarter 2020 results
Overall income in 2021 is expected to be similar to that achieved in 2020
02/25/2021
Wealth management solution provider goes public via SPAC
Apex, now valued at $4.7 billion, is one of many fintechs choosing to enter the public market via SPAC.
02/25/2021
Van Lanschot Kempen: net profit at €50 million and 13% growth in client assets
We do not know what 2021 will bring but I assure our clients that we will be there for them