05/19/2020
Despite the increased order and trade volumes following the COVID-19 outbreak, Julius Baer has continued to operate and deliver its products and services with virtually no interruptions.
05/19/2020
The S&P 500 slipped last week, on a cocktail on data, forecasts and valuation concerns.
05/19/2020
Acquisition bolsters MAI’s New York City presence and adds robust investment management group
05/19/2020
Founded in 1999, Alternative Gestion offers wealth management and advisory services.
05/19/2020
Portfolio Adviser examines how investment industry figures fared in the latest Sunday Times Rich List
05/19/2020
Sacking a fund manager is costly and complex. So, what type and size of drawdown should cause you to risk changing a fund manager?
05/19/2020
Syz vowed to focus in asset management on institutional clients like pension funds and insurers.
05/18/2020
New division builds on MPS track record, with more offerings and increased support for advisers
05/18/2020
Chinese HNW clients have had a few tough months, to put it mildly.
05/18/2020
Total client assets rose to €81.5 billion as of December 31, 2019, up from €72.6 billion at the end of 2018.
05/18/2020
High-net-worth investors in Switzerland have to date reacted passively to the corona crisis.
05/17/2020
While banks that are more focused on commercial lending set aside billions in provisions
05/17/2020
Brown and Maguire are both oriented to wealth management, although some of the FAs on their team tend to be somewhat more transactional in their investment recommendations.
05/17/2020
After three months of flat or negative returns, markets bounced back in April as investors came to grips with the new normal.
05/17/2020
Britain’s largest wealth manager attempts to stave off competition from cheaper rivals
05/15/2020
The platform will also allow customers to take out loans and benefit from the Bank’s advisory and wealth management services.
05/15/2020
Specifically, both major Swiss banks are required to demonstrate the accuracy of their VAR measures through daily back-testing measures.
05/15/2020
The target of €200bn in sustainable financing and ESG investments is ambitious compared to our peers.
05/15/2020
A Goldman Sachs spokesman confirmed plans for the acquisition and the contents of the letter but declined to comment further.
05/15/2020
Streamlining of services and a transition to digital could cause some roles in the wealth industry to be under threat.