12/22/2020
Personalizing Advice from a Digital Distance
Surprising findings from a Broadridge investor survey show how Covid-19 is deepening the bond between financial advisors and their clients.
Wealth and Asset Management
12/22/2020
Schroders launches Islamic Global Equity Fund
The Global Islamic Equity Fund will invest in a range of equities within the Dow Jones Islamic Equity Index.
12/22/2020
Van Lanschot Kempen receives regulatory approval for acquisition of Hof Hoorneman Bankiers
Van Lanschot Kempen expects to complete the integration of Hof Hoorneman Bankiers clients, employees and investment funds by the end of 2021.
12/22/2020
Private Equity Firm Eyes SW Expansion with New Investment
It is estimated that the overall wealth management market comprises about 12,000 advisory firms, of which almost 3,000 are owned by principal owners already in their 60s, or turning 60 in the next couple of years.
12/22/2020
Nomura on China Expansion: «Better Than We Thought»
Interest in Nomura is driven not only by its research capabilities in Japan’s economy and industry but also by the country’s experience in undergoing challenges that China now faces.
12/22/2020
IQ-EQ shortlisted across three categories in 2021 Citywealth IFC Awards
IQ-EQ is up for the title of ‘Trust Company of the Year’ for both Hong Kong & Singapore and Guernsey for the second consecutive year.
12/22/2020
Cantonal bank hunts for corporate centre head
The person would be in charge of developing and expanding the institution’s business within the Wil and Toggenburg areas.
12/22/2020
China’s wealthy and middle-class investors are shying away from risky plays and looking inward after tumultuous 2020
China’s affluent investors have been the biggest winners from its economic boom
12/22/2020
Wealth firm buys Isle of Man insurance and pension group
Deal adds around £500m in assets under management
12/22/2020
Goldman Sachs, once reserved for the rich, is close to offering wealth management for the masses
The bank has begun internal testing of a new automated investment service ahead of a broader rollout early next year, according to an email obtained exclusively by CNBC.
12/22/2020
Prepare for a new year’s rotation
This macro reflation scenario has been confirmed week after week by economic data and is supported by the promise of ongoing accommodative support from central banks.
12/21/2020
Credit Suisse chief vows a ‘clean slate’ in 2021
Thomas Gottstein seeks to move on from a year that began with corporate spying scandal and was punctuated by legacy issues
12/21/2020
Pin put in plans to combine PraxisIFM and Oak Group
Both companies are going through a period of change and it simply wasn’t the right time.
12/21/2020
PE firm sets aside millions to buy into advice sector
Private equity investment has become a prominent theme in the wealth management landscape in recent years.
12/21/2020
Julius Baer: In Arrears Over Latin America
Julius Baer ultimately took the region – and others – through a review last autumn, two sources familiar with the matter told finews.com.
12/21/2020
Schroders completes acquisition of wealth management family office specialist
The founder of Sandaire, Alex Scott has remained with the business and taken the role of Chair of Schroders Global Family Office Services.
12/21/2020
Lessons from 2020
Academics have argued for years that the US is past its best.
12/18/2020
Just One Third of Global Asset Managers Have Completed Their Digital Transformation Projects
The survey highlighted that the majority (84%) of asset managers have lost investors to digital-first disruptive competitors in the previous 12 months.
12/18/2020
IQ-EQ assists Cordovan Capital Management with first institutional fund launch
The new fund is aiming for its first close imminently and will be targeting a total AUM value of £50 million.
12/18/2020
Life at Ocorian with Natacha Kay
Ocorian have been a great company to grow into a career with.