09/17/2020
Holborn Assets expands South Africa operation
It has around 50% more advisers onshore than 12 months ago and plans Durban office
Wealth and Asset Management
09/17/2020
World’s Five Largest Gold Producing Companies Hit $157.7bn in Market Cap, a 73% Jump Since January
The increasing trend continued in the following months, with the market cap jumping to $45bn in June.
09/17/2020
Wealth management remains a strength for banks: Moody’s
Stable income, rising wealth a bright spot for big global investment firms
09/17/2020
Wealth Managers need to ‘Democratize’ their Service to Thrive in the Hyper Personalized, Digital Banking ERA,Warns Avaloq
For Avaloq, these challenges can be traced back to four megatrends: wealth shifts, socio-behavioural changes, technological evolution and economic & monetary turmoil.
09/17/2020
Brooks pledges to transform adviser experience
“Our digital experience for advisers and clients - complementing our face-to-face relationships - will be market-leading.”
09/17/2020
Fidelity Now Offers Even More Flexibility to Intermediary Clients
Fidelity invests billions of dollars annually in its technology enterprise-wide, leveraging its scale to develop new capabilities that help meet the distinct needs of each of its customers.
09/17/2020
Credit Suisse AM partners with Qatar Investment Authority
Credit Suisse Asset Management has partnered with Qatar Investment Authority to create a private credit platform.
09/17/2020
Wealth managers go global and thematic as UK equity flounders
The inaugural Citywire Club Survey has revealed that multi-asset managers have little confidence in the UK’s economic recovery from the Covid-19 market crash.
09/17/2020
UBS Inks Latin American Securities Tie-Up
The Swiss bank said it is positioned to become the top provider of investment banking services in Colombia with the agreement.
09/16/2020
Private bank looks to grow UK football manager client base
Sport has seen its fair share of problems when it comes to financial planning
09/16/2020
Wealth on the move as HNWIs seek alternative locations
But while you might expect high-net-worth individuals in developing nations to be interested in a major move, there has also been a significant rise in considerations from developed nations including Canada and the United States.
09/16/2020
Rothschild & Co Half year 2020 results
Robust results in the face of very challenging market conditions
09/16/2020
Cayman Islands: Private Wealth 2020
The Cayman Islands has a sophisticated judicial system presided over by a Chief Justice, and has a number of full and part-time judges and justices of the peace, some of whom serve as lay magistrates.
09/16/2020
Handelsbanken cuts jobs as almost half its branches to close
This will be achieved through the granting of an even greater degree of decision-making authority and increased accessibility to specialist expertise, although in fewer locations.
09/16/2020
Geneva WM CIO reveals his top emerging market picks
The Prime Partners CIO is positive about emerging markets, particularly Asia.
09/16/2020
IA launches fintech guide for 'laggard' asset management industry
Guidance for spotting potential tech partners
09/16/2020
What does the future of happiness look like?
We explore the pursuit of happiness and its likely path in the decade ahead.
09/15/2020
Wealth firms battle to get technology right
Consultancy Alpha FMC’s Wealth Management Digital Readiness Survey found just 23% of firms think their online services meet client expectations.
09/15/2020
UBS exploring merger with Credit Suisse, reports
The blog site added that Weber and Urs Rohner, Credit Suisse’s chairman, could agree on the details of a possible merger next year.
09/15/2020
JTC Reports Growth and Resilience in Interim Results
Additionally, there is a reported increase in earnings (adjusted underlying EBITDA) of 11.2% to £17.9m (up from £16.1m in the first half of 2019).