05/10/2020
Indosuez Miami turns to China as hedge for LatAm clients
I do believe that there is a strong need to have exposure to Chinese currency
Wealth and Asset Management
05/10/2020
What Family Businesses Need to Adapt to a Crisis
By “crisis governance,” we mean adapting oversight of the enterprise under conditions of extreme uncertainty to ensure that family owners, board members, and executives remain aligned around long-term vision
05/08/2020
Exploring AI in Wealth Management
Since then, countries with strict confidentiality status have experienced changes and today firms appreciate that HNWIs have become more tech-savvy and are seeking access to information, instantly and accurately.
05/08/2020
Australia's AMP scraps planned sale of NZ wealth management unit on coronavirus hit
The wealth manager said it held discussions with a number of interested parties regarding the divestment
05/08/2020
Envestnet Reports First Quarter 2020 Financial Results
As we move forward, we are well positioned to help our clients navigate our new landscape.
05/08/2020
Schroders cuts fees and scrutinises multi-manager range in first value assessment
Discounts on supersized funds among fee changes that will save investors £8m
05/08/2020
Helping preserve and transfer wealth across multigenerational Latin American families and family businesses
With well over half of the world’s population currently facing constraints on their daily routine, it’s inevitable that families are spending more time together
05/07/2020
Van Lanschot Kempen trading update: first quarter of 2020
Savings and deposits were unchanged at €9.5 billion while the overall loan portfolio was marginally higher at €8.8 billion.
05/07/2020
Credit Suisse Group 1Q20 Financial Report
As of the end of 1Q20, our CET1 ratio was 12.1%.
05/07/2020
Markets may underestimate second wave of infection
Finanz und Wirtschaft (06.05.2020) - Eleanor Taylor Jolidon, Co-Head of Swiss and Global Equity at Union Bancaire Privée, endorses companies that can withstand crises and warns about too much optimism
05/07/2020
Demand for financial advice surges 24% as priorities shift in new era
deVere Group, which operates in 100 countries worldwide, says the number of enquiries from new clients was up 24% in April, compared to the previous month.
05/07/2020
Asset Management Europe: Monthly Letter – May 2020
On the bright side, the wildcard is vaccine development comparable in speed to what is occurring with therapeutics, although it is more likely to be medium-term.
05/07/2020
Wealth management group reports better start to second quarter trading
There was £35.9bn in the investment management business (December 31, 2019: £43bn), and £6.8bn in the unit trusts business (December 31, 2019: £7.4bn).
05/06/2020
LGT to create three independent companies focusing on private banking, asset management and impact investing
In its year to date performance, LGT recorded positive net asset inflows and further revenue growth.
05/06/2020
Financial Wellbeing In Scary Markets
Coping with the uncertainty
05/06/2020
Big Four Bank Restructures Private Client Arm
A big four bank has restructured its private wealth advice arm to sit within its broader retail banking division, in a move the bank says will better support client needs.
05/06/2020
Credit Suisse Staff Told to Expect Return to Work in Four Phases
Banks across the world are telling employees to expect further weeks and months away from their desks.
05/06/2020
Mishcon de Reya opens office in Singapore as it shifts international focus to Asia
As a licensed Foreign Law Practice in Singapore, the office will not be undertaking Singapore law related work save in those areas permitted by its licence, such as international commercial arbitration.
05/06/2020
Ashburton Investments partners with JTC
The agreement will provide clients in Ashburton’s Jersey domiciled funds and nominee service with an enhanced administration service, delivered through the latest advances in fund administration technology.
05/06/2020
Hightower Makes Strategic Investment In $1.4B Ohio Advisory Firm
Cincinnati advisory business, with $1.4 billion AUM finds synergy with Hightower's culture and focus on growth