05/25/2021
Graham McCormack of Oak Group wins ‘Chief Operating Officer’
It is testament to the great work that my team and everyone at Oak has achieved over the last year
Wealth and Asset Management
05/25/2021
Market Outlook Mid-year 2021
Global investment trends that matter for your portfolio
05/25/2021
When money gets sick
After raising all the ‘ifs’ and ‘whens’ of radical uncertainty, you will probably have little faith in forecasts.
05/25/2021
What Works When Inflation Hits?
How should investors reposition their portfolios in the face of heightened inflation risk?
05/25/2021
UBS launches Future of Earth fund
The portfolio managers at launch include Allianz GI, Pictet AM, Polar Capital, and Robeco.
05/25/2021
JM Finn hit by rising FSCS levy in ‘unprecedented year’
Profit before tax at the firm fell 3% to £10.4m in the 12 months to the end of December from £10.7m in 2019.
05/25/2021
China approves Goldman Sachs, ICBC joint wealth management venture
China opened its giant financial sector to foreign companies last year as part of an interim trade deal with the United States signed in January.
05/25/2021
Goldman Sachs and ICBC Form China Wealth JV
New about Goldman Sach’s plans to form a wealth management joint venture with ICBC in China first emerged in January this year.
05/25/2021
The value of personal advice: Wealth management through the pandemic
The 10th annual PriceMetrix report examines an unprecedented year for North American wealth management.
05/24/2021
China to shore up Hong Kong hub status with wealth management link
HSBC and Citigroup among banks looking to catch tailwind from new investment corridor
05/24/2021
The future of wealthtech in the GCC
Older generations are also becoming more exposed to technology solutions that commoditise product offerings
05/24/2021
Credit Suisse Relocates Global PE Head to Hong Kong
Müller has almost a decade of experience with ultra-high net worth (UHNW) clients in the region, having previously worked with the likes of Rothschild and UBS’ wealth unit in Hong Kong.
05/24/2021
Bernstein Private Wealth Management Unveils New and Refreshed Online Presence
The new website has been designed to enhance the wealth and investment planning experience for clients by combining modern design with intuitive navigation
05/24/2021
Data analysis: The competitive advantage in wealth management
Pure robo-advisory models with fully automated digital advice usually address entirely new client segments – especially the mass market.
05/23/2021
Chinese see private wealth expand
Benefiting from the country's economic transformation and the development of the real economy, the structure of China's high net-worth population is becoming increasingly diversified, according to the report.
05/23/2021
Absa in 'sell-off talks'
A combination of the Absa business with the Sanlam-owned equivalent would become one of SA's largest money managers
05/21/2021
Close Brothers Trading Update
The annualised net interest margin was broadly stable on the first half3, as we maintained our pricing discipline.
05/21/2021
PIMFA launches their first industry awards to recognise companies promoting diversity and inclusion
The Award winners will be announced on 20 October 2021 and firms can submit their entries to the Awards here.
05/21/2021
Crestbridge receives further recognition
Winners are judged by a panel of independent experts from across the wealth management industry.
05/21/2021
Investec eyes UK wealth buys as assets surge past £40bn
Investec is looking to take advantage of consolidation opportunities following a strong year for its UK wealth business.