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.
Wealth and Asset Management
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.
07/23/2020
Liontrust CEO Ions picks up £4.5m after bumper year
John Ions’ pay increased marginally to £4.56m in 2020
07/22/2020
Return to work with Hawksmoor’s Bridget Gaskell
In this new series, Hawksmoor's Bridget Gaskell shares the changes to her commute, her upcycling projects and aspirations to volunteer
07/22/2020
EFG Profit Edges Higher on Trading Boom
In March 2019, EFG presented its 2022 strategic plan, which focuses on achieving profitable growth and effective capital deployment
07/22/2020
Close Brothers Scheduled Trading Update
Our accreditation to lend under the support schemes introduced by the UK government allows us to maximise our support for small businesses.
07/22/2020
Covid could wipe out a third of private bank hubs
A McKinsey report has found the pandemic could increase the pressure on the smaller private bank hubs across Europe.
07/22/2020
The Edmond de Rothschild Foundations, Faire, and Singa Announce the Creation of an Emergency Fund
FAIRE, SINGA France and the Edmond de Rothschild Foundations decided to join forces to create an emergency fund in response to COVID-19 for migrant and refugee entrepreneurs.
07/22/2020
Upswing with swing by Julius Baer
All in all, this should be sufficient to avoid further lockdowns that could jeopardise the ongoing recovery.
07/22/2020
Fix Your Finances Before Lockdown Ends
The coronavirus lockdown provides a good opportunity to sort out your financial planning. Here are three key questions we think you should ask yourself to get started.
07/22/2020
Northern Trust Q2 2020 net income plunges 20%
Wealth management trust, investment and other servicing fees dropped 3% to $395.3bn from $406.1bn, driven by unfavourable lagged markets.
07/21/2020
BCG Global Wealth Report 2020: 54.5 percent of the Kindom of Saudi Arabia's wealth in 2019 headed by millionaires
The Compound Annual Growth Rate (CAGR) of the Kingdom of Saudi Arabia's millionaires expected to grow by 1.2 percent annually between 2019 - 2024
07/21/2020
RBC recruits $750M advisor in latest grab
Grayson is one of three dozen hires that RBC has picked up in the Bay Area within the past three years, according to the firm.
07/21/2020
$420M N.J. Team Partners With Dynasty To Launch Indy ShoreHaven
He began his career at AllianceBernstein in 2006, where he worked with financial advisors as a senior regional consultant.
07/21/2020
Tilney joins private client majors at WealthiHer network
A University of Oxford study found that women were much more likely to be furloughed or made redundant than men.