09/21/2020
7IM launches new platform functionality and enhancements
7IM has streamlined the process by reducing the amount of information and number of signatures needed on application, as well as allowing for e-sign and docu-sign capability.
Wealth and Asset Management
09/21/2020
Three areas for investors to focus on as we reach the year-end
2020 has seen numerous global events impact investor portfolios
09/21/2020
UBS Mulls VR-Based WFH Traders
UBS’s work-from-home efforts extend beyond just its trading operations or the European region.
09/21/2020
Late Summer Sunshine for Investors
August sun shone on the equity markets, with the mood especially good in the US and Japan
09/21/2020
New Raymond James branch to open in Watford
The new Watford based branch will provide discretionary and advisory investment services to clients based all over the UK.
09/21/2020
Wealth may soon be measured using sustainable investing
New accounting system needed to include natural, social and financial capital
09/18/2020
Schroders acquisition aimed at creating one of the UK’s top multifamily offices
Acquisition aimed at creating one of the UK’s top multifamily offices
09/18/2020
Barron's Ranks Cresset Among the Best RIA Firms in America
The firm specializes in Intelligent Wealth Management™ for entrepreneurs, CEO founders, wealth creators and ultra-high-net-worth families.
09/18/2020
Firm seals deal for US$4.5 billion wealth firm
Canadian company bolsters status among fastest-growing RIA platforms in U.S. with announcement of fifth acquisition
09/18/2020
The Hong Kong Wealth Shift: Pitfalls for Wealth Professionals and the Ultra-Wealthy
Hong Kong may be less and less the low tax, free market, rule of law safe haven it once was for ultra-high net worth individuals to live and invest their assets.
09/18/2020
The Julius Baer Family Barometer 2020
The inaugural Julius Baer Family Barometer reveals that complexity for global families is on the rise. We explore the causes and implications.
09/18/2020
Wealth manager gains £320m assets in IFA deal
The company has been vocal in recent years about its plans expand through acquisition in both the UK and US, securing £80m of funding in September last year with investment management firm Pollen Street Capital to fund its pipeline.
09/18/2020
Bedell Cristin advises on merger of Advisa Wealth and Vantage Wealth
The combined business will operate as Advisa Wealth going forward.
09/18/2020
Credit Suisse teams up with Qatar fund on multi-billion credit business
QIA, which is Qatar's sovereign wealth fund and has a 5.4% stake in Credit Suisse, manages about $300 billion(231.34 billion pounds) in assets.
09/18/2020
Check your financial plans are 'negative interest rate ready': deVere CEO
This is why he believes that more than ever "serious, joined-up financial planning strategies" are essential for those who are committed to growing and protecting their wealth.
09/17/2020
Holborn Assets expands South Africa operation
It has around 50% more advisers onshore than 12 months ago and plans Durban office
09/17/2020
World’s Five Largest Gold Producing Companies Hit $157.7bn in Market Cap, a 73% Jump Since January
The increasing trend continued in the following months, with the market cap jumping to $45bn in June.
09/17/2020
Wealth management remains a strength for banks: Moody’s
Stable income, rising wealth a bright spot for big global investment firms
09/17/2020
Wealth Managers need to ‘Democratize’ their Service to Thrive in the Hyper Personalized, Digital Banking ERA,Warns Avaloq
For Avaloq, these challenges can be traced back to four megatrends: wealth shifts, socio-behavioural changes, technological evolution and economic & monetary turmoil.
09/17/2020
Brooks pledges to transform adviser experience
“Our digital experience for advisers and clients - complementing our face-to-face relationships - will be market-leading.”