08/27/2020
JM Finn profits hit by 'extraordinary' FSCS levy hike
The discretionary investment manager’s assets under management fell by 16% to £8.1bn in the first quarter of 2020.
Wealth and Asset Management
08/27/2020
How Edmond de Rothschild attracted €1bn of real assets flows this year
One year in to his role at the top of the Swiss asset manager, EdRAM's CEO Christophe Caspar reveals what has led to increased inflows.
08/26/2020
The Evolving Model of Wealth Management
Wealth managers need to look through the cycle to manage what the uncertain future will look like.
08/26/2020
ZEDRA shortlisted as Trust Company of the Year
The shortlisting comes less than five years since our inception, which shows our progression to being recognised as an excellent provider in the trust sector in just a short space of time.
08/26/2020
Wealth firm buys client book of insolvent business
Company went into administration on 7 August
08/26/2020
Van Lanschot Kempen reports net profit of nearly €10 million
The first half saw a net result of €9.5 million
08/26/2020
Financial Advisors Seeking Independence and Support Join Ameriprise
Advisors say Ameriprise’s “technology has already proven its worth” amid the pandemic
08/26/2020
Eight Hightower Advisors Honored on Forbes' 2020 Ranking of America's Top Wealth Advisors
The ranking for the 2020 Forbes list of America's Top Wealth Advisors was developed by SHOOK Research.
08/26/2020
Recovery in sight - Handelsbanken
The threat to asset prices does not primarily stem from short-term cyclical variations, but from a potential rise in interest rates, according to Handelsbanken’s macroeconomic experts.
08/26/2020
Taiwan can play pivotal role in wealth management: Vice President Lai
Turmoil in China, 5G revolution both key factors
08/26/2020
Forsters’ Private Wealth team shortlisted in four categories
The STEP Private Client Awards are widely acknowledged as the most prestigious Awards in the industry and are rigorously judged by a worldwide panel of experts.
08/26/2020
Julius Baer’s Thai Joint Venture Eyes Top 20 Ranking in Asia
SCB-Julius Baer has lofty goals to be a serious player in Thai private wealth management with a market share target of 1 trillion baht ($32 billion).
08/26/2020
Scotiabank wealth unit shows resilience amid Covid-19 turmoil
Net interest income rose 1% year-on-year to C$145m. Non-interest expenses dropped 3% to C$700m from C$721m.
08/26/2020
How These Morgan Stanley Partners Are Changing The Diversity Narrative In Wealth Management
Based in Los Angeles, CA, the majority of their wealth management clients are CEO’s, entrepreneurs and high-net worth individuals tied to entertainment and sports.
08/26/2020
LLB Group grows sustainably
The Group's sustainable growth was confirmed by the inflow of net new money.
08/26/2020
RBC wealth management sees income drop 12% in Q3 2020
RBC has a proud history of helping our clients thrive and communities prosper.
08/26/2020
Arbuthnot rebrands as it completes wealth transformation
Arbuthnot Latham & Co is updating its peacock logo after and other branding to reflect its transformation into full service wealth manager.
08/26/2020
Morgan Stanley Wealth Management Launches Women Without Limits
Through women-focused educational financial content and resources, Women Without Limits provides education and professional guidance for female clients in their journey to developing financial security and independence.
08/25/2020
Rockefeller Capital Management Expands into Arizona
Legacy Family Wealth Team Joins New Rockefeller Office in Scottsdale
08/25/2020
Fintech vs Private Banks: Takeover Threat for Wealth Management?
Despite the receptiveness, private banks are seemingly little worried about actual threat to market share, even if many clients were to open accounts with fintechs.