11/17/2020
Advisers urged to shake up pricing models to shore up future
Advisers need to start engaging those younger clients now.
Wealth and Asset Management
11/17/2020
Fidelity Rolls Out Comprehensive Wealth Platform for Advisors
The Fidelity Managed Account Xchange (FMAX) is available to RIAs, family offices and BDs.
11/16/2020
SmartRIA Announces a Deeper Partnership With SS&C Technologies' Black Diamond Wealth Platform
Newly expanded relationship makes SmartRIA a preferred third-party compliance solution for Black Diamond clients
11/16/2020
The family office boom: Contrasts between East and West
This report examines the different approaches of family offices in the East (the Asia region generally) and West (Europe and North America) and explores the role culture, family and wealth generation play in terms of their structure and management.
11/16/2020
Private banking provides wealthy clients with personalized bankers and perks like exclusive events
Not all private bankers focus on investments, whereas wealth management firms place a huge emphasis on building your investment portfolio. Wealth management also concentrates on financial planning and advising.
11/16/2020
Future of Work: Key Findings from the State of Remote Work Report
The first line of the recently released State of Remote Work report states, “2020 is the year the world went remote.”
11/16/2020
Digital wealth manager StashAway officially launched in the United Arab Emirates
StashAway co-founder and CEO Michele Ferrario said when it realised that the gap in wealth management options also exists in MENA, it was an obvious decision to expand its services, starting with earning our license in the DIFC.
11/16/2020
Thomas Mueller: «Some Banks Want to Prevent Open Banking»
But questions of technology are not the key point when it comes to bringing Switzerland further forward in open banking.
11/16/2020
Night of the Wrong Wives by Tim Price
The status of Downing Street’s head of communications was threatened because Johnson wanted to appoint Allegra Stratton as his press secretary.
11/16/2020
FNZ to Acquire Silica from Ninety One
The acquisition supports FNZ’s long-term strategy of expanding the accessibility of wealth management services in the South African market.
11/16/2020
UBS not looking for partners - chairman tells NZZ am Sonntag
Weber played down the chances of mergers in the interview with NZZ am Sonntag.
11/16/2020
Pivot to Green – the next step for Private Capital
Trusts and foundations are particularly appropriate because they can implement clear guidance from the original wealth-holders about how they want their capital invested through defined purposes or objects.
11/13/2020
Walkers Offshore Fund Finance Update – Asia, Europe & US Markets
On the lending side, borrower relationships are key with new names entering the creditor space, alongside an increase in alternative lender activity.
11/13/2020
The $5tn club: Merger mania sweeps asset management industry
Only half of investment houses will still exist by 2030 as size becomes crucial to success, research predicts
11/12/2020
IQ-EQ shortlisted in Funds Europe Awards for 2020
Winners will be announced at the Funds Europe virtual awards ceremony later this month.
11/12/2020
DBS Private Bank sees strong demand for family-office services
The family offices that DBS PB has helped to establish have on average assets of around US$150 million.
11/12/2020
Swiss wealth manager's key shareholder is handing over to the third generation
EFG today also provides an update on its financial performance and announces changes to its Board of Directors.
11/12/2020
Julius Baer in Dubai moves to a new flagship address in the Dubai International Financial Centre
The contemporary corporate workspace designed with sustainability in mind has an expansive client reception area with seven meeting rooms and three boardrooms with state-of-the-art facilities and excellent infrastructure
11/12/2020
Hartey Wealth Management celebrates standards
Achieving these two standards is considered a high benchmark for the industry, with only 24 out of more than 5,500 financial advisory firms in the UK achieving both.
11/12/2020
Sanlam Investments partners up with Robeco on sustainable investing
Together, our mission is to enable clients to achieve their financial and sustainability goals by providing superior investment returns and solutions.