01/22/2021
The language of banking: how to best communicate with your clients
They’re interested in how their lives will be improved by using a new financial offering, not with which complicated-sounding technology it’s achieving that.
Wealth and Asset Management
01/22/2021
NKB achieves solid annual results for 2020
The bank recorded encouraging growth in operating business.
01/22/2021
Vast wealth management potential in Malaysia but players need to restructure operating model
Emerging markets charted a 9.3% compound annual growth rate (CAGR) from 2014 to 2019, whereas mature markets charted a 4.5% CAGR in the same period.
01/22/2021
IQ-EQ’s Jennifer Le Chevalier shortlisted in 2021 Powerwomen Awards
The Powerwomen Awards aim to champion women in the wealth sector and highlight the female leaders of today and tomorrow.
01/22/2021
The ErlebnisGarten has canceled
A large part of the already produced or existing buildings will continue to be used in the sense of circular economy and sustainability in cooperation with various organizations and associations.
01/22/2021
Convicted London Trader Forfeits $5.4 Million in Profits
The confiscation comes after the pair lost a bid to overturn their conviction last month.
01/22/2021
Vontobel: General Counsel Passed Away
The Board of Directors, the Global Executive Board and all employees are deeply saddened by his death and extend their deepest sympathy to his family.
01/22/2021
”The finance industry needs to embrace the green revolution”
Environmental, social and governance (ESG) investing is becoming increasingly mainstream.
01/22/2021
The Indexing Dilemma
Let us start by taking a step back and remind ourselves the purpose of indices.
01/22/2021
Ten Trends That Will Impact Private Wealth And Family Offices In 2021
This strengthens their capacity to be resilient, minimize risk and leverage opportunity.
01/22/2021
Lombard Int'l Assurance expands wealth planning solutions to Greek tax residents
Lombard International Assurance's new offering, for affluent Greek tax residents, provides access to benefits including asset and investor protection, tax deferral, international portability and asset allocation.
01/22/2021
Sustainability and responsible investment drives growth in Thailand’s asset management sector
Leading Asian asset manager UOB Asset Management (Thailand) has enjoyed two years of robust growth thanks to its tailor-made investment solutions and products
01/21/2021
Labuan IBFC partners with RAM Ratings agency
Labuan Entity Corporate Assessment has enhance intra and inter-Labuan cross business as the Labuan IBFC jurisdiction grows from strength to strength.
01/21/2021
Fidelity says it is not out to eat advisers’ lunch with wealth management push
Latest venture would be an expansion of Fidelity Personal Investing service for D2C customers and would not compete with its adviser users
01/21/2021
Canaccord Genuity Group Inc. Access to Third Quarter Fiscal 2021 Results Information
Interested parties are invited to listen to Canaccord Genuity's third quarter results conference call via live webcast or a toll-free number.
01/21/2021
Mattioli Woods invests in firm behind SaaS wealth management platform
The investment sees the Company take an initial shareholding of 4%, through a subscription of new shares in Tiller, with the potential to increase this holding in the future.
01/21/2021
Morgan Stanley beats estimates on better-than-expected Wall Street and wealth management results
Revenue of $13.64 billion was more than $2 billion beyond the $11.54 billion estimate.
01/21/2021
Close Brothers assets rebound after virus turmoil
Total client assets increased to £15bn, up from £13.7bn five months prior, which Close Brothers primarily attributed to favourable market movements.
01/21/2021
A 'bit' risky
Bitcoins, money, and portfolio diversification
01/21/2021
Deutsche PB prepares for a ‘new reality’
Changing personal and business behaviour, structural shifts and rising inequality shape the bank’s investment strategy in 2021.