11/10/2020
WeekWatch by St. James’s Place
It's too early to understand the full impact of the update, but so far it has been positive for global stocks.
Wealth and Asset Management
11/10/2020
How has the Covid crisis impacted recruitment at DFMs?
AJ Bell goes on a hiring spree while established players SJP and Quilter have been more cautious
11/09/2020
Where tradition and innovation meet: Liechtensteinische Landesbank
Your trusted private banking partner in the UAE since 2005
11/09/2020
Leadership: Busting the Hierarchy
Under a legacy hierarchical structure, senior management issue directives, middle management make tactical decisions and assign tasks, and supervisors ensure front-line workers follow directions.
11/09/2020
Avendus CEO on Driving the Firm to the Peak of the Indian Wealth Management Market
Avendus was originally created by three Indian founders who set the firm up over 20 years ago, with global private equity giant KKR taking majority shareholding in 2015 in a deal sized at USD115 million.
11/09/2020
Schroders' Blue Orchard Launches COVID-19 Fund
The fund has a target size of $350 million.
11/09/2020
Covid-19 is reshaping insurance and wealth offerings
Only car and home insurance are being viewed as essential by many, with private health, life, and income protection insurance instruments falling into the discretionary category.
11/09/2020
Sun Life Hong Kong’s high-net-worth offerings brightly shine
Sun Life Hong Kong emerged in a strong position in the first half of this year, amid a very challenging market environment. The underlying reason for the company's growth sounds very simple: its philosophy of putting client first and prudent manageme
11/09/2020
Credit Agricole : Launches New Division to Serve Super Rich
The French bank said Monday it is creating a new private investment banking division focused on ultra-high net worth individuals and family holdings across the world.
11/09/2020
Four Key Multi-Family Office Insights From 2020
The report offers insights into the trends and best practices shaping multi-family offices (MFOs) across the globe — here is a glimpse into the key findings.
11/09/2020
Asset manager makes strategic investment in Sanctuary Wealth
The wealth management industry is in the midst of a massive shift as more than 100,000 advisors retire over the next few years, bringing an estimated USD1.6 trillion of assets into the market.
11/09/2020
Allegro becomes Ocorian Fund Management
We offer end-to-end service solutions for fund groups so they can maximise the benefit of centralising their administration and create economies of scale.
11/06/2020
StanChart to Rollout Flexible Working Option
Standard Chartered is reportedly planning to permanently offer flexible work options to around 90 percent of its 85,000-strong staff by 2023.
11/06/2020
Natixis and La Banque Postale create a European leader in fixedincome and insurance-related asset management
Natixis and La Banque Postale are reorganizing their respective fixed-income and insurancerelated asset management activities to give them a new dimension in an environment of persistent low interest rates.
11/06/2020
Doyle Wealth Management acquired by Canadian firm
Strategically located in fast-growing Tampa Bay area, creating unique cross-border opportunity for Canadian retirees
11/06/2020
LGT receives accolades for alternative investments and sustainable investing
It also received a “highly commended” rating in the Impact and Sustainable Investing category.
11/06/2020
Two private banks to merge and take Falcon's assets
The merged entity will have AUM of CHF 4-5bn.
11/06/2020
BOS eyes Southeast Asia expansion
The private bank’s AUM has reached $116bn, which is only $1bn below its peak in December.
11/06/2020
Why we are entering a pivotal moment for wealth management
Until 2020, the international wealth management sector had grown at a remarkably steady rate, reaching a value of nearly $486.78 billion in 2019
11/06/2020
Why Continuity and Succession Planning is Crucial for Businesses Right Now
There could also be litigation, brand damage and liquidation issues to contend with which can ultimately lead to business failure.