03/08/2021
Rotating the Old Normal
We are now even more strongly of the view that yields need to rise to levels closer to 3%.
Wealth and Asset Management
03/08/2021
COVID takes a toll on women’s finances
Educate and empower to level the playing field
03/08/2021
Breaking barriers: deconstructing unconscious gender bias in wealth management
Yet in-depth interviews with these same women concluded that their risk profiles were essentially balanced or dynamic, as opposed to conservative.
03/07/2021
Investment house on trail of Punter Southall’s wealth arm
As well as being a wealth manager, it is also an accountancy and professional services operation.
03/05/2021
Private Banking: The Best is a Netflix Banker
Intelligent algorithms are already being used by some Swiss banks to suggest products, investment ideas, or services to customers.
03/05/2021
Wealth managers warn UK’s richest: A wealth tax is coming
Advisers say the burden of balancing the government’s books "will be falling further and further on the shoulders of the wealthy in the UK”
03/05/2021
Schroders supports Lord Hill’s review to boost attraction of listing on the London Stock Exchange
Hill’s review found that the UK needs to attract more innovative companies such as tech and life sciences to its listings.
03/05/2021
Wealth Management – Mosaique Insights
How different will the economy that exits the crisis look from the one that entered it?
03/05/2021
Marina Cristiani Wins Silver At The 2021 Citywealth Powerwomen Awards
The results were announced at Citywealth’s virtual gala ceremony, which took place on 3 March.
03/05/2021
UBS Lifts Ex-CEO Sergio Ermotti's Pay in Final Year
It is common knowledge that Switzerland pays better than wider Europe: Even after a big cut in 2019, Ermotti’s payday made him the top-earning CEO of a listed European bank.
03/05/2021
UBS: Search to Replace Axel Weber Underway
Weber's pay last year was virtually unchanged on the year at 5.2 million Swiss francs ($5.6 million).
03/05/2021
Wells Fargo to Merge Wealth Management Sales Regions
The shifts, which will occur over several months, follow a reorganization of Wells Fargo Advisors less than two years ago that eliminated eight regions and senior field positions.
03/05/2021
Market access and facilitating post-Brexit investment flows
Guernsey has often watched – with a calm detachment – the waxing and waning of the UK’s mercurial relationship with the European institutions over the past half a century.
03/05/2021
UBS increases bonuses
The firm has increased its employees’ bonuses by 24% to USD 3.3bn
03/05/2021
Credit Suisse terminates supply chain finance funds
Management fees for the funds are waived with immediate effect.
03/05/2021
‘Are robots taking over wealth management?’: Geneva WM
He looked at how HNW wealth managers and multi-asset fund managers can learn from robo advisors.
03/05/2021
RBC Global Asset Management Inc. announces February sales results for RBC Funds, PH&N Funds and BlueBay Funds
Mutual fund sales results information is based on preliminary data from the Investment Funds Institute of Canada (IFIC) and only include Canadian prospectus qualified mutual funds.
03/04/2021
Scotiabank announces sale of its operations in Guyana
This transaction supports Scotiabank’s strategic decision to focus on operations across its footprint
03/04/2021
Significant opportunities ahead for wealth advisers and their clients
A pre-existing trend greatly accelerated by the pandemic is sustainability.
03/04/2021
Rathbones: A resilient 2020 performance
Underlying profit before tax increased by 4.3% to £92.5 million, delivering an underlying operating margin of 25.3% that was consistent with the prior year despite lower investment markets.