08/19/2020
Swiss Private Banking: A Crisis Too Many
The McKinsey data illustrates the trio of woes to befall the industry: lack of growth, dwindling revenue, and a rigid cost base.
Wealth and Asset Management
08/19/2020
Vontobel Asset Management launches GBP share class of global investment grade credit fund
The fund invests in high credit-quality issuers in order to generate income over the long-term.
08/18/2020
Fjell Capital Joins Sanctuary Wealth
$150 Million Advisor in Fargo breaks from UBS for Partnered Independence
08/18/2020
Edinburgh private bank Hampden & Co defies Covid with double-digit increases
The bank said it had continued to build its client base during lockdown.
08/18/2020
S.P. Hinduja Banque Privée announces the launch of two new funds
The products are aimed at the next generation of global, entrepreneurial investors, who understand that ESG standards of companies are a key driver for long-term value creation and business sustainability.
08/18/2020
Tier One Capital owners add £12m to property pipeline
The firm reported a stronger than expected first quarter, despite turbulent financial trading conditions and the lockdown period.
08/18/2020
Retired 7IM founder sets up SME investment business
The SME businesses will be seeking capital in the range of £500,000 to over £10m.
08/18/2020
LOIM multi asset CIO on the transformation in the active vs passive debate
Aurèle Storno discusses the impact of higher volatility and mispricing.
08/18/2020
AJ Bell adds Brewin MPS to platform as it opens to wealth firms
AJ Bell has is giving advisers access to managed portfolio services (MPS) run by wealth majors including LGT Vestra and Berwin Dolphin.
08/18/2020
Redmayne Bentley shuts second Merseyside office
The Leeds-based firm said the decision was 'not taken lightly'
08/18/2020
Wealth manager launches apprenticeship scheme
It will allow trainees to develop a range of skills including digital and technical, in both back and front office roles.
08/17/2020
Larry Fink retains position as highest-paid CEO in asset management
Combined pay and bonuses among industry’s leaders rises to $233m last year
08/17/2020
Starting from zero: Tips to build wealth after a pandemic
A few simple steps to get you back into the basics of financial planning
08/17/2020
Wealth Management in Asia: Are the Generations Prepared for Wealth and Business Succession?
There is a vast amount of private individual and family wealth that will be transferred to the next and younger generations in Asia in the decades ahead.
08/17/2020
Chinese banks woo overseas asset managers
Moves follow last year’s decision to allow foreign managers majority stakes in joint ventures
08/15/2020
The changing face of philanthropy
When setting out to create a successful philanthropic outcome, a desire to help or "give back" to a community is rarely enough.
08/15/2020
Coutts CEO To Steer NatWest Wealth Consolidation
By bringing together the expertise of Premier and Private banking, NatWest believes it can help existing customers manage their finances more thoroughly and live financially better lives from their early years through to post retirement
08/14/2020
Butterfield 2020 Annual General Meeting Voting Results
Each of the proposals numbered 1 through 3 on the Meeting Agenda was approved by the requisite vote.
08/14/2020
Schroder Sterling Corporate Bond Fund wins prestigious UK investment awards
The fund may also invest in bonds issued by governments, government agencies, and supra-nationals.
08/14/2020
Clientis banks: Key projects developed further despite Corona
Thanks to their infrastructure, they were able to quickly switch to home office for employees, depending on the needs of the individual institutes.