07/27/2020
Vontobel opens advisory office in Milan and hires WM head for Italy
As a listed company with a strong family shareholder base, Vontobel symbolizes financial stability and transparency.
Wealth and Asset Management
07/27/2020
Baloise AM acquires minority stake in Zurich quant firm
Tolomeo was founded in 2011
07/27/2020
Mirabaud Asset Management successfully secures USD 200 million real estate acquisitions
We aim to offer our clients in the Middle East alternative geographical locations for real estate investments
07/27/2020
BREAKING: DeVere-backed European IFA network launched
By joining our network, IFAs can focus on helping their clients achieve great outcomes whilst we manage the necessary paperwork which will empower them to expand their business as they see fit.
07/24/2020
UBS to close U.S. private bank to simplify operations
The firm does not break out the overall headcount into specific geographies.
07/24/2020
Silver prices outshine gold to hit seven-year high
The rush to buy precious metals comes as investors search for reliable stores of value due to fears about the global coronavirus recession and the strength of the recovery.
07/24/2020
Gold nears all-time high as growth concerns buoy haven demand
UBS Group AG raised its near-term forecast for gold to reach $2 000 an ounce by the end of September, citing its qualities as a diversifier in a low-rate world.
07/24/2020
Hundreds of Millions Flow From Russian Ministry Into An Obscure Geneva Organization — And Officials’ Pockets
“All international organizations have donors that contribute more than others — usually these are the big countries like the U.S., China, and Russia,” the representative said.
07/24/2020
WealthTech Talks: Unique technology or unique value proposition
The arrival of the digital wealth management movement over the last decade, technology-delivered and, (until more recently) without the option for any form of human relationship, ushered in a change to the way the wealth management model was sold to clien
07/24/2020
Inherited wealth on course to be a much more important determinant of lifetime resources for today’s young than it was for previous generations
The aim of this research was to shed light on the inheritances likely to be received by those living in England who were born in the 1960s, 1970s and 1980s.
07/24/2020
Talking Horses: Epsom Derby seeks title sponsor after Investec ends deal
The banking and wealth management company has brought an end to the agreement that was due to run until 2026
07/23/2020
What Is Wealth Management and why one Needs wealth management
So in this topic we are going to read about the people who can manage or wealth so I will request you to stay with us till the end.
07/23/2020
Butterfield Reports Second Quarter 2020 Results
The Bank continued its balanced capital return policy.
07/23/2020
BMO Global Asset Management Announces Cash Distributions for Certain BMO Exchange Traded Funds
Unitholders of record of the BMO ETFs at the close of business on July 30th, 2020 will receive cash distributions payable on August 5th, 2020.
07/23/2020
Brewin Dolphin : hails improved investment performance, robust inflows for funds boost
Continued resilient performance in Q3 supported by market recovery and organic growth; total discretionary net flows of £0.4bn, an annualised growth rate of +4.5%.
07/23/2020
SEI Reports Second-Quarter 2020 Financial Results
We are proud of our global workforce's resilience as they manage the extended period of a remote workplace
07/23/2020
Bowmore rebrand offers DFM and financial planning
As Mr Incledon explains, a huge amount of what goes into a financial planning process is determining a client’s level of risk and making sure anything recommended is appropriate and suitable.
07/23/2020
Private Markets: The New Herd Mentality?
Wealth managers are moving aggressively into the estimated $6.5 trillion market: Julius Baer recently poached UBS veteran Giuseppe De Filippo, as finews.com reported.
07/23/2020
UBP partners with AI firm and launches fund
This is why UBP has signed an exclusive partnership with QuantCube; its unique mix of fintech, data science and investment experience will allow us to develop innovative solutions for investors.’
07/23/2020
Tavistock writes down £5m as it launches £700k restructure
The wealth manager said it hopes to boost fund flows after striking up a partnership with Hong Kong-based Hamon Investment Group.