02/25/2021
St James’s Place net inflows slow amid ‘challenging’ environment
But the company's funds under management still grew to £129bn, while its adviser numbers grew by 1.6 per cent to 4,338.
Wealth and Asset Management
02/25/2021
Zurich PB sets up team for expansion into Germany
The focus of its expansion is on Hamburg, the Rhineland, the Rhine-Main-Neckar region and the metropolitan areas around Stuttgart and Munich.
02/25/2021
Standard Chartered – full of promise, but not yet delivering
Combine steady income growth with Standard Chartered’s 10% return on equity target and a commitment to return surplus capital to shareholders and the result would be an attractive and growing dividend.
02/25/2021
Credit Suisse Hopes to Bring Some Workers Back as Fatigue Mounts
The world’s largest banks sent workers home in droves early last year to stem the spread of the deadly coronavirus pandemic.
02/25/2021
New Asian century: post-pandemic opportunity
Why emerging Asian assets will grab a greater share of global investors' portfolios.
02/25/2021
Van Lanschot Kempen: net profit at €50 million and 13% growth in client assets
In more ways than one, it has forced us all to confront the fragility and realities of life.
02/25/2021
Three questions business acquirers are asking
In extraordinary times, buyers want to know how your business has traded through the pandemic and more about its future prospects.
02/25/2021
Succession planning trends for LatAm (U)HNW individuals and families
Succession planning is always difficult to talk about, and despite knowing it is essential, some families or individuals don’t always have the right plans in place.
02/25/2021
London regains top spot in Schroders’ Global Cities Index
While the UK capital scored highly on its response to climate change, car-reliant Los Angeles dropped from first to 14th place.
02/24/2021
Region's private banks post strong performance in 2020 despite pandemic
Siow Li Sen of The Business Times (BT) asks the region's leading private bankers how they turned in strong performances in the face of adversity, and their outlook for 2021.
02/24/2021
Meet the Ex-Wirehouse Exec Turning the Rockefeller Family Office Into a Wealth Management Firm
Offering an array of products and services for high-net-worth and ultra-high net worth clients, Rockefeller Capital Management has the welcome mat out for elite advisors nationwide.
02/24/2021
OCBC Posts Quarterly Decline But Sees Signs of Recovery
The bank's full year 2020 net profit, which at S$3.59 billion was 26 percent lower than 2019's record earnings
02/24/2021
UBS Is Said to Consider Sale of Spanish Wealth-Management Unit
UBS is reviewing all businesses ahead of strategic update
02/24/2021
Mercer Advisors Recognized for the “Private Wealth Manager M&A Deal of the Year”
Industry leading RIA firm creates innovative acquisition solution with Raymond James to win highly competitive PAM award.
02/24/2021
EFG International reports full-year 2020 results
It demonstrated its operational and financial resilience against the backdrop of the pandemic.
02/24/2021
How Covid-19 is reshaping priorities and behaviour among Asia's ultra-wealthy
They place high value on digitalisation, financial guidance, and sustainability.
02/24/2021
Global UHNWI population to grow by 27% over the next five years: Knight Frank
The biggest rises in Europe are forecast in Poland (61%) and Sweden (59%).
02/24/2021
UK's Lloyds targets wealth push and office cuts after profit drop
The squeeze led net income to fall nearly 3 billion pounds over the year to 14.4 billion.
02/24/2021
Schroders Personal Wealth pushes ‘top three financial planning business’ goal back two years
This is despite the fact that the results indicate digital migration work to the new venture has now completed.
02/24/2021
Asset servicers survey
Navigating through the storm