12/03/2020
Follow a structured process to phase capital into the equity market – Reyneke van Wyk
The fact is there are too many risks associated with trying to predict or ‘time’ the market he explains.
Wealth and Asset Management
12/02/2020
Baumann & Cie: The circle of partners is getting smaller
The latest edition of the well-known “Customer Letter” from Baumann & Cie Banquiers is also a farewell note.
12/02/2020
Hang Seng launches HNW wealth management service
Bank opens exclusive centre for Signature customers at Central headquarters
12/02/2020
HSBC reaps environmental benefits of pandemic switch to remote advice
Since then, it has trained 640 advisors and relationship managers on remote interviews, carried out almost 11,000 Zoom appointments, and saved almost 900,000 sheets of paper.
12/02/2020
Philanthropy: give better, not just more
The traditional model of charitable giving is changing, with donors looking to solve problems and make a real impact
12/02/2020
IQ-EQ grabs gold at the Citywealth Magic Circle Awards 2020
The Magic Circle Awards aim to celebrate the best of the best within the global private wealth industry.
12/02/2020
An out of the ordinary partner, in out of the ordinary times
This prestigious international award is testament to the continuous evolution of our One Place™ philosophy and our partnership with our clients and their families.
12/02/2020
Philanthropy: give better, not just more
Donors feel better and more in control for taking some positive action during the crisis, and companies have gained valuable recognition for stepping up to help.
12/02/2020
Efficiency of Japanese corporate investment in human capital and shareholder value by Nikko AM
We observed that positive contributions from efficient investment in human capital have a greater significance for companies with lower labour productivity.
12/02/2020
Royal Bank of Canada reports fourth quarter and 2020 results
Our capital position remained robust
12/01/2020
Revealed: All the winners at the 2020 PA Wealth Partnership Awards
Quilter Cheviot and Baillie Gifford scoop two awards each
12/01/2020
Lloyds of London & DHS Announce Wealth Management Strategic Partnership and Agreement to Manage £80bn of Lloyds Assets
This strategic partnership will combine DHS’ investment and wealth management expertise and technology capabilities with Lloyds’ significant client base, multi-channel distribution and digital capabilities.
12/01/2020
Ex JBWere GM Launches HNW Advice Firm
A former general manager of advice at NAB-owned private wealth manager JBWere has launched an advice practice catering for the holistic wealth needs of high-net-worth and ultra-high-net-worth clients.
12/01/2020
EBRD and EU providing €5 million loan to Sparkasse Bank BiH
Furthermore, the loan will spur business investment in more modern equipment and production facilities, which are expected to become a catalyst for a green recovery in Bosnia and Herzegovina and the wider region.
12/01/2020
Billions sat in cash ISAs could be losing value but savers have no idea of interest rate
Just 57% said they knew what the account paid.
12/01/2020
Wealth manager buys advice firm for £7.8m
M&G and Polygon Partners commit to purchasing 6 million shares in £5.3m placing to fund the deal
12/01/2020
It's Only As Good As It Seems by Gary Dugan
All said the equity oil sector may see some profit taking in the near term.
12/01/2020
Brooks adds £900m as it completes Lloyds offshore buy
Brooks Macdonalds has completed its acquisition of Lloyds’ Jersey-based offshore business, adding around £900m,
12/01/2020
Diary of a Fund Manager - 1920 or 1848?
Technology-facilitated personal gated communities have become a way of life for some, but not all.
12/01/2020
The fee models blurring traditional wealth management industry lines
Orozco and Bair use flat planning fees and subscriptions often associated with fee-only RIAs, even though they’re affiliated with the nation’s largest IBD, LPL Financial.