09/06/2020
From organizing portfolios to educating heirs: Total wealth management for the superrich
Amid an increasing number of affluent people in Korea, Samsung Securities launches a multifamily office similar to Goldman Sachs, UBS
Wealth and Asset Management
09/06/2020
The world's largest wealth manager explains why traders should stay invested amid the market's latest downturn — and offers 3 specific recommendations
"Stocks are still well-supported by a combination of Fed liquidity, attractive equity risk premiums, and an ongoing recovery as economies reopen from the lockdowns."
09/04/2020
The value of the holistic approach
By focusing on a variety of services for clients, advisors can truly provide peace of mind, writes Mark Bertoli
09/04/2020
Jeff Bezos, Elon Musk lead tech wealth retreat as $44 billion evaporates
Amazon.com Inc. founder Jeff Bezos led the way, dropping $9 billion as shares of the e-commerce giant fell the most since June
09/04/2020
Net New Money Surges at DBS Private Bank
The bank has benefited from its traditional markets in the ASEAN or Greater China region
09/04/2020
Credit Suisse CEO Wants Wealth Boost
New CEO Thomas Gottstein indicated he wants to reinforce Credit Suisse's four-year-old «bank for entrepreneurs» push.
09/04/2020
Why Succession Planning in a Pandemic is a Once in a Generation Opportunity toTransfer Wealth
More than a quarter (28%) of the next generation cohort of family leaders surveyed by Campden Wealth with RBC for the new study The Next Generation of Global Enterprising Families Shaping Tomorrow,
09/04/2020
International Financial Centres have a proven track record when it comes to successful wealth transfer
The Covid-19 pandemic has prompted families to reflect on their succession planning.
09/04/2020
'We are not comfortable with the rally': Geneva wealth managers
Forum Finance Group managing partner Egon Vorfeld and CIO Nigel Turner did not look for protection by selling their equity positions.
09/04/2020
DBS Says Rich Asians Are Hoarding Cash for Post-Virus Deals
Clients are considering financial assets, e-commerce and logistics businesses with funding gaps.
09/04/2020
The Pandemic and Pay: A Hot Investor Topic
In their latest quarterly report, Amy Wilson, their sector lead for retail, writes: “Companies that lay off workers after taking government hand-outs are being closely scrutinised by investors and the public."
09/04/2020
Wealth manager targets small advisers with £10m warchest
“Many consolidators just buy to build up assets under management with little regard for cultural fit.”
09/04/2020
Butterfield Expedites Onboarding For Work From Bermuda Certificate Holders
This will allow approved applicants in receipt of a Certificate to open a new Butterfield account without valid address verification documentation.
09/04/2020
Danske Bank to compensate more customers for over-charging
The bank said the findings came after reviewing similar problems with its Flexinvest Fri product, for which the country’s financial watchdog had reported Danske to the police.
09/03/2020
Lombard Odier Investment Managers launches China High Conviction strategy
Strategy targets opportunities arising from the continuing shift towards high quality, domestically driven growth in China.
09/03/2020
Private Banks, HNWIs focusing on private markets in wake of Covid-19
Investors seek out alternative assets as they find it more difficult to make money in public markets nowadays
09/03/2020
Sanctuary Wealth Chooses InvestEdge as Compliance and Surveillance Partner
Application tied to client's IPS helps advisors more easily comply with SEC & FINRA regs
09/03/2020
Vontobel grabs the Eastern European team from foreign bank
The private bankers report to Rolando Zanotelli, who has been head of wealth management in Central and Eastern Europe since the beginning of the year .
09/03/2020
Executive Wealth Planning for a Changing Economy
Analyze your family’s cash flow by taking a close look at core lifestyle expenses and assessing your current and anticipated future discretionary spending.
09/03/2020
Charles Stanley veteran launches wealth business
WH Ireland’s former Milton Keynes office head and Charles Stanley veteran Paul Wilson is launching a new branch for Raymond James in Buckinghamshire.