09/21/2020
UBS Mulls VR-Based WFH Traders
UBS’s work-from-home efforts extend beyond just its trading operations or the European region.
Wealth and Asset Management
09/21/2020
Late Summer Sunshine for Investors
August sun shone on the equity markets, with the mood especially good in the US and Japan
09/21/2020
New Raymond James branch to open in Watford
The new Watford based branch will provide discretionary and advisory investment services to clients based all over the UK.
09/21/2020
Wealth may soon be measured using sustainable investing
New accounting system needed to include natural, social and financial capital
09/18/2020
Schroders acquisition aimed at creating one of the UK’s top multifamily offices
Acquisition aimed at creating one of the UK’s top multifamily offices
09/18/2020
Barron's Ranks Cresset Among the Best RIA Firms in America
The firm specializes in Intelligent Wealth Management™ for entrepreneurs, CEO founders, wealth creators and ultra-high-net-worth families.
09/18/2020
Firm seals deal for US$4.5 billion wealth firm
Canadian company bolsters status among fastest-growing RIA platforms in U.S. with announcement of fifth acquisition
09/18/2020
The Hong Kong Wealth Shift: Pitfalls for Wealth Professionals and the Ultra-Wealthy
Hong Kong may be less and less the low tax, free market, rule of law safe haven it once was for ultra-high net worth individuals to live and invest their assets.
09/18/2020
The Julius Baer Family Barometer 2020
The inaugural Julius Baer Family Barometer reveals that complexity for global families is on the rise. We explore the causes and implications.
09/18/2020
Wealth manager gains £320m assets in IFA deal
The company has been vocal in recent years about its plans expand through acquisition in both the UK and US, securing £80m of funding in September last year with investment management firm Pollen Street Capital to fund its pipeline.
09/18/2020
Bedell Cristin advises on merger of Advisa Wealth and Vantage Wealth
The combined business will operate as Advisa Wealth going forward.
09/18/2020
Credit Suisse teams up with Qatar fund on multi-billion credit business
QIA, which is Qatar's sovereign wealth fund and has a 5.4% stake in Credit Suisse, manages about $300 billion(231.34 billion pounds) in assets.
09/18/2020
Check your financial plans are 'negative interest rate ready': deVere CEO
This is why he believes that more than ever "serious, joined-up financial planning strategies" are essential for those who are committed to growing and protecting their wealth.
09/17/2020
Holborn Assets expands South Africa operation
It has around 50% more advisers onshore than 12 months ago and plans Durban office
09/17/2020
World’s Five Largest Gold Producing Companies Hit $157.7bn in Market Cap, a 73% Jump Since January
The increasing trend continued in the following months, with the market cap jumping to $45bn in June.
09/17/2020
Wealth management remains a strength for banks: Moody’s
Stable income, rising wealth a bright spot for big global investment firms
09/17/2020
Wealth Managers need to ‘Democratize’ their Service to Thrive in the Hyper Personalized, Digital Banking ERA,Warns Avaloq
For Avaloq, these challenges can be traced back to four megatrends: wealth shifts, socio-behavioural changes, technological evolution and economic & monetary turmoil.
09/17/2020
Brooks pledges to transform adviser experience
“Our digital experience for advisers and clients - complementing our face-to-face relationships - will be market-leading.”
09/17/2020
Fidelity Now Offers Even More Flexibility to Intermediary Clients
Fidelity invests billions of dollars annually in its technology enterprise-wide, leveraging its scale to develop new capabilities that help meet the distinct needs of each of its customers.
09/17/2020
Credit Suisse AM partners with Qatar Investment Authority
Credit Suisse Asset Management has partnered with Qatar Investment Authority to create a private credit platform.