09/23/2020
International & Regional Wealth Managers – Improving the Digital Platform & Capabilities
The experts discussed the nature of the Asian wealth management market, defining the needs for the years ahead.
Wealth and Asset Management
09/23/2020
Refinitiv Wealth Management boosts AssetMark platform
Refinitiv’s collaboration with AssetMark will enable an improved client experience and technology to drive scale for both AssetMark and its financial advisor clients.
09/23/2020
Nomura Asset Management expands its Latin American presence
This deal will allow AIS to promote a number of Nomura’s best in class UCITS funds amongst AIS’s wealth management network.
09/23/2020
Geneva advisory firm signs partnership with Nomura
AIS Financial Group also has a presence in the Bahamas, Panama and Madrid.
09/23/2020
BNP Paribas plans 120 job cuts in Geneva after axing division
It is closing its commodity transactional financing division.
09/22/2020
Nucleus Wealth and Arrow Financial Advice announce partnership
Combined with the fact that ethical investing is one of the strongest investment trends globally, makes us delighted and proud to be partnering with Nucleus Wealth to bring our clients this offering
09/22/2020
Jeffrey Fratarcangeli Ranked Among Top 100 Wealth Advisors In The U.S. By Barron's And Forbes
This is the fourth consecutive year Fratarcangeli has been ranked among Forbes' Top Wealth Advisors and the sixth time he has been included in Barron's Top 1,200 Advisors4 ranking.
09/22/2020
When Should Next-Gens Learn About Family Wealth and Responsibility?
More than a quarter (27%) of next-gens said they began to receive informal education about managing wealth from their family or family office by their 18th birthday, with nearly half of those lessons beginning before next-gens were just 12 years old.
09/22/2020
Newport Beach Wealth Manager Gets Investment
Corient’s client list includes wealthy families, business owners, public company executives, private foundations and professional athletes.
09/22/2020
Close Brothers 2020 profit falls on virus hit
Throughout this time, we have maintained regular contact with our customers and increased their choice of channels for engagement with us
09/22/2020
Wealth solutions for today and tomorrow must focus on operational agility
I share my perspective on some of the key aspects you should consider to grow and optimize your business.
09/22/2020
Credit Suisse, UBS Fight for China Bankers in Talent War
Banks fight for talent with billions in profits up for grabs
09/22/2020
Post-holiday blues by Rathbones
As winter approaches, the news looks glum. Yet we should take heart from our ability to adapt, argues chief investment officer Julian Chillingworth.
09/22/2020
WeekWatch by St.James’s Place
The frustration that these women are feeling is entirely understandable when they have already experienced many financial penalties throughout their lives which will have impacted their ability to save for a decent pension.
09/22/2020
WealthSelect takes profits following market highs and adds to UK and Europe
Within each region the portfolios have focused the reductions in growth managers which have outperformed, with value managers being topped up.
09/22/2020
Julius Baer pulls AT1 as markets deteriorate
Bookrunners Citigroup and Deutsche Bank opened books for the perpetual non-call seven-year Reg S deal during Asian hours with initial price thoughts of 4.5% area for an expected size of US$350m.
09/22/2020
Does your family have a succession plan? Tips for maintaining family harmony
Harmony across families can be maintained by having multi-generational dialogue. Learn how you can start the conversation with your loved ones.
09/21/2020
Australia re-opens for investment from HNW migrants
These migrant investors are keen to help stimulate business and employment through ventures in their new homeland.
09/21/2020
Societe Generale gears up for Lyxor asset management sale - sources
The business could be valued at about $1 billion, one of the sources said, adding that interested parties have recently been contacted as the sale is about to kick off.
09/21/2020
Sergio Ermotti's Total Retreat From UBS
Ermotti and UBS plan to sever all ties: the CEO of nearly nine years won't maintain an advisory mandate, and his regular employment contract will run out six months after he leaves.