12/02/2020
Philanthropy: give better, not just more
Donors feel better and more in control for taking some positive action during the crisis, and companies have gained valuable recognition for stepping up to help.
Wealth and Asset Management
12/02/2020
Efficiency of Japanese corporate investment in human capital and shareholder value by Nikko AM
We observed that positive contributions from efficient investment in human capital have a greater significance for companies with lower labour productivity.
12/02/2020
Royal Bank of Canada reports fourth quarter and 2020 results
Our capital position remained robust
12/01/2020
Revealed: All the winners at the 2020 PA Wealth Partnership Awards
Quilter Cheviot and Baillie Gifford scoop two awards each
12/01/2020
Lloyds of London & DHS Announce Wealth Management Strategic Partnership and Agreement to Manage £80bn of Lloyds Assets
This strategic partnership will combine DHS’ investment and wealth management expertise and technology capabilities with Lloyds’ significant client base, multi-channel distribution and digital capabilities.
12/01/2020
Ex JBWere GM Launches HNW Advice Firm
A former general manager of advice at NAB-owned private wealth manager JBWere has launched an advice practice catering for the holistic wealth needs of high-net-worth and ultra-high-net-worth clients.
12/01/2020
EBRD and EU providing €5 million loan to Sparkasse Bank BiH
Furthermore, the loan will spur business investment in more modern equipment and production facilities, which are expected to become a catalyst for a green recovery in Bosnia and Herzegovina and the wider region.
12/01/2020
Billions sat in cash ISAs could be losing value but savers have no idea of interest rate
Just 57% said they knew what the account paid.
12/01/2020
Wealth manager buys advice firm for £7.8m
M&G and Polygon Partners commit to purchasing 6 million shares in £5.3m placing to fund the deal
12/01/2020
It's Only As Good As It Seems by Gary Dugan
All said the equity oil sector may see some profit taking in the near term.
12/01/2020
Brooks adds £900m as it completes Lloyds offshore buy
Brooks Macdonalds has completed its acquisition of Lloyds’ Jersey-based offshore business, adding around £900m,
12/01/2020
Diary of a Fund Manager - 1920 or 1848?
Technology-facilitated personal gated communities have become a way of life for some, but not all.
12/01/2020
The fee models blurring traditional wealth management industry lines
Orozco and Bair use flat planning fees and subscriptions often associated with fee-only RIAs, even though they’re affiliated with the nation’s largest IBD, LPL Financial.
12/01/2020
Why Diversity and Inclusion Reaches a Screeching Halt in Wealth Management
The workplace reflects the conscience of the leaders and the culture they create.
12/01/2020
The Great Reset Part II by Tim Price
Roughly 500 years later, a new iteration of Luther’s Ninety-Five Theses sprang up.
11/30/2020
Wealth management of tomorrow: Is it human or hybrid?
The advent of disruptive technologies may prompt futurists to predict the end of the traditional wealth management model
11/30/2020
Credit Suisse restructures in Latin America
The international wealth arm, led by Philipp Wehle since last year, is seeking to boost revenues from the ultra-rich.
11/30/2020
Seven ways to fail at digital user experience in wealth management
David Joyce, CEO, UK at CREALOGIX considers the most common failures in digital user experience design, the knowledge gap in this area and how it may be overcome through partnership with specialists
11/30/2020
Carrick Wealth: The Best Adviser Firm in South Africa
This is the second major accolade Carrick has won this year, having also been ranked as the Top Wealth Manager for Wealthy Executives in the 2020 Intellidex Awards.
11/30/2020
21 Chinese banks set up wealth management subsidiaries
The products offered by the subsidiaries have played a positive role in creating value for investors and serving the real economy, Zhou said.