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Wealth and Asset Management

07/16/2020

Affluent and HNW Investor in the UAE Are Keen on Green and Sustainable Investments Amidst COVID-19

This interest was matched by 39 per cent of UAE investors expressing an interest in allocating 15 to 25 per cent of their funds to sustainable investments within the next three years.

07/16/2020

Horizon 2020: long-term investing in a world marked by pandemic

The 2020 edition of Horizon assesses the pandemic’s impact on Pictet Wealth Management’s 10-year economic forecasts and return expectations across asset classes.

07/15/2020

Handelsbanken’s Interim Report January – June 2020

In Q2 2019, a restructuring reserve of SEK 30m was recognised. In Q2 2019, the Bank received a dividend of SEK 55m from VISA Sweden.

07/15/2020

Island’s EFG bank presence is 'under review'

Despite the recent market turmoil, we had a solid business performance in the first quarter.

07/15/2020

Zoe Financial: Transforming the Process of Finding the Right Wealth Manager

Wealth managers also execute advanced financial planning, which is defined by Zoe Financial as "planning that involves more complex, intricate financial elements such as trust planning, business succession, legacy planning, and philanthropy."

07/15/2020

Bernstein Private Wealth Joins NFLPA Advisor Network

Bernstein will be among a select few advisory firms registered by the NFLPA to work with its network of nearly 5,000 athletes.

07/15/2020

Partners Group reports total AuM of USD 96.3 billion as of 30 June 2020

The breakdown of total AuM as of 30 June 2020 is as follows: USD 45 billion private equity (47%), USD 22 billion private debt (23%), USD 15 billion private real estate (16%), and USD 14 billion private infrastructure (14%).

07/15/2020

Quilter Cheviot’s financial strength acknowledged by AKG

Quilter Cheviot has received a ‘B+’ AKG financial strength rating

07/15/2020

Quilter Foundation donates £50,000 to newly launched DEC Coronavirus appeal

The appeal will seek to deliver urgent support to vulnerable and displaced people in areas where basic healthcare provision and issues of sanitation and nutrition have been exacerbated by the Covid-19 crisis.

07/15/2020

Swisspartners exits single markets in Africa, South America and Turkey

While the company is hiring in Geneva and Zurich, some of the services it provides in these two cities may no longer be needed.

07/15/2020

Pershing: The 4 biggest trends in LatAm wealth management

Pershing’s John Ward outlines the key changes the region’s wealth players are making to their business as they adapt to a changing industry.

07/15/2020

Wells Wealth Division Profit Down 70%, Advisor Count Extends Slide

We are extremely disappointed in both our second-quarter results and our intent to reduce our dividend

07/15/2020

How impact investing can help EM attain the UN SDGs

Looking ahead and despite these hurdles, emerging markets appear to be a fertile hunting ground that holds plenty of potential for impact investors.

07/15/2020

Crestbridge recognises staff with raft of summer promotions

The promotions come as Crestbridge continues to grow its multi-jurisdictional workforce, having recruited more than 15 new starters over recent months, despite ongoing challenging global working conditions.

07/15/2020

BNY Mellon Reports Second Quarter 2020 Earnings Of $901 Million

Provision for credit losses of $143 million primarily reflecting increased downgrades and the continuation of the challenging macroeconomic outlook.

07/15/2020

Schroders Personal Wealth launches multi-asset fund range

The funds are the first to be launched by the Schroders and Lloyds wealth partnership under its new ACD.

07/14/2020

Swisspartners wants to expand its home market

Swisspartners sees the regulatory provisions that have been in force in Switzerland since the beginning of the year (Fidleg, Finig) as an opportunity.

07/14/2020

Schroders new fund range delivers a blend of active and passive investments

The portfolios are under constant and continued review by the investment committee and are formally rebalanced and reviewed on a quarterly basis.

07/14/2020

Xavier Isaac, CEO of Accuro, wins CEO today Europe Awards

This year Winners Edition celebrates the phenomenal achievements and innovation of the most visionary CEOs across all sectors a

07/14/2020

Arbuthnot profits plummet on £2.7m interest rate hit

Since that time the Bank has responded positively to remote working and has continued to support all of its clients’ needs.

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