07/28/2020
CIBC Asset Management launches two global equity ETFs Français
This ETF intends to provide investors access to international opportunities that are not readily available in Canada or the United States.
Wealth and Asset Management
07/28/2020
UBS Advisor Xi Qiao Ranked as the #1 Next-Generation Wealth Advisor by Forbes and SHOOK Research
Recognition of an exceptional career in Financial Services
07/28/2020
HSBC launches ESG solutions team
This new group will work with all our bankers across sector, product and geography to assess client needs and deliver actionable solutions which are in the best interests of our clients.”
07/28/2020
Stock Take by St. James’s Place
The journey to achieve your goals isn’t always easy.
07/28/2020
Back to the Future by Oppenheimer & Co.
The effects of the Covid -19 resurgence on economic activity will be of key interest to investors this week.
07/27/2020
Hong Kong’s Push to Lure Family Offices
“The reason why we recommend giving tax incentives to family offices for them to base here is to create social benet to Hong Kong including job opportunity,” he told the Standard.
07/27/2020
The message behind gold's rally: The world economy is in trouble
Analysts have been predicting huge upside for gold for several months
07/27/2020
High Net Worth buyers borrow £3.1bn so far in 2020
With lockdown restrictions starting to ease around the world, it isn’t just the average homebuyer that is returning to the fold.
07/27/2020
Vontobel opens advisory office in Milan and hires WM head for Italy
As a listed company with a strong family shareholder base, Vontobel symbolizes financial stability and transparency.
07/27/2020
Baloise AM acquires minority stake in Zurich quant firm
Tolomeo was founded in 2011
07/27/2020
Mirabaud Asset Management successfully secures USD 200 million real estate acquisitions
We aim to offer our clients in the Middle East alternative geographical locations for real estate investments
07/27/2020
BREAKING: DeVere-backed European IFA network launched
By joining our network, IFAs can focus on helping their clients achieve great outcomes whilst we manage the necessary paperwork which will empower them to expand their business as they see fit.
07/24/2020
UBS to close U.S. private bank to simplify operations
The firm does not break out the overall headcount into specific geographies.
07/24/2020
Silver prices outshine gold to hit seven-year high
The rush to buy precious metals comes as investors search for reliable stores of value due to fears about the global coronavirus recession and the strength of the recovery.
07/24/2020
Gold nears all-time high as growth concerns buoy haven demand
UBS Group AG raised its near-term forecast for gold to reach $2 000 an ounce by the end of September, citing its qualities as a diversifier in a low-rate world.
07/24/2020
Hundreds of Millions Flow From Russian Ministry Into An Obscure Geneva Organization — And Officials’ Pockets
“All international organizations have donors that contribute more than others — usually these are the big countries like the U.S., China, and Russia,” the representative said.
07/24/2020
WealthTech Talks: Unique technology or unique value proposition
The arrival of the digital wealth management movement over the last decade, technology-delivered and, (until more recently) without the option for any form of human relationship, ushered in a change to the way the wealth management model was sold to clien
07/24/2020
Inherited wealth on course to be a much more important determinant of lifetime resources for today’s young than it was for previous generations
The aim of this research was to shed light on the inheritances likely to be received by those living in England who were born in the 1960s, 1970s and 1980s.
07/24/2020
Talking Horses: Epsom Derby seeks title sponsor after Investec ends deal
The banking and wealth management company has brought an end to the agreement that was due to run until 2026
07/23/2020
What Is Wealth Management and why one Needs wealth management
So in this topic we are going to read about the people who can manage or wealth so I will request you to stay with us till the end.