04/29/2020
Protection perspective: ways to help safeguard your financial future
How coronavirus has underlined the importance of always being prepared.
Wealth and Asset Management
04/29/2020
Deutsche Bank reports 1Q loss as WM arm sees 18% rise in revenues
Conservative balance sheet management enabled Deutsche Bank to support clients through extremely challenging economic and financial market conditions during the quarter.
04/29/2020
WMs on the pros and cons of merging
Amid new costly rules, wealth managers ponder whether hiring individuals or acquiring entire firms will bring better results.
04/29/2020
Five ways to retain your wealth management clients in 2020
The fight-or-flight instinct is part of human nature, but it doesn’t serve investors well.
04/29/2020
70% of investors are optimistic about the long term, UBS says
Thirty percent of Switzerland’s investors thought that the impact of the pandemic could be over by the end of June
04/29/2020
Standard Chartered warns on outlook as profit falls
All figures are presented on an underlying basis and comparisons are made to the first quarter in 2019 on a reported currency basis, unless otherwise stated.
04/28/2020
Falcon Private bank could lose Swiss licence in wake of 1MDB case: sources
The watchdog told Falcon it would lose its licence if there was any repetition of the offence. Swiss federal prosecutors also opened a criminal investigation, which is ongoing.
04/28/2020
Digital wealth management Syfe partners SGX to launch REIT portfolio, giving access for early investment
The new product gives retail and accredited investors access to the popular iEdge S-REIT 20 Index
04/28/2020
HSBC’s pre-tax profit falls 48% year-over-year in the first quarter to $3.2 billion
Analysts at Morgan Stanley had projected the bank’s first-quarter profit before tax could fall by 35.7% year-over-year to $3.998 billion.
04/28/2020
Wealth management app ikigai readies for launch
Ikigai is currently inviting people to apply to join its waitlist ahead of launch, when, rather than taking a percentage fee, it will charge users a flat rate of £20 a month.
04/28/2020
Lombard International Assurance launches distance selling process to enhance business continuity
This new process, part of the company’s enhanced business continuity and servicing plans
04/28/2020
Shane Zaback named Best-in-State wealth advisor
By remaining loyal to his process, he assists his clients in reaching their goals and respond to changes in the market or in their lives.
04/28/2020
UBS Profit Jumps Despite Coronavirus Disruption
The results were driven by strong performances across all businesses, and without the help of special items.
04/28/2020
Jonathon Clifton featured in CEO Magazine Asia with his management philosophy
Having led his team through massive changes in the past decade to become what it is today, Jonathon sees change as an opportunity and therefore encourages his team to face change with a positive perspective
04/28/2020
The Coming Age of Innovation in Wealth Management
The Wealth Management Sector has lagged other financial sectors in terms of innovation. That is about to change.
04/28/2020
Chinese equity : selectivity is the key to success
In addition, the Chinese policy response has been so far muted
04/27/2020
Private Banking's Seven Cardinal Sins
It is pretty clear that many private clients have not only lost money on the exchange – roughly about 20 percent on average – but clients also need their assets to inject into their businesses.
04/27/2020
Stephen Wall: «Private Banking is Taking Tech Baby Steps»
They're not used to this more integrated model where they can bring things in quickly.
04/27/2020
Deutsche Bank beats on profit, warns on capital buffers
Bank expects to report quarterly net income of €66m on revenue of €6.4 bn
04/27/2020
SYZ Capital merges multiple offerings
SYZ Capital, the boutique private markets investment firm created in 2018 under the leadership of Marc Syz, has broadened its alternatives offering to create a leading proposition and centre of innovation for both liquid and illiquid strategies.