01/31/2020
Coronavirus: A Timely Drill for Wealth Managers
In early January, we collected and corroborated enough anecdotes to form the view that the Wuhan Pneumonia could become a replay of the SARS scare in 2003.
Wealth and Asset Management
01/31/2020
World Gold Council Eyes Wealth Management in Singapore
Asia is leading the way in terms of market development, product availability and so on, that’s why we’re expanding here.
01/31/2020
Julius Baer - Guide to an industry at a crossroads
The entire sector is struggling with high costs, caused by the massive increase in complexity in the cross-border business and - in view of the completely changed business environment - customer advisors who are still being paid in the prince.
01/31/2020
Deutsche Bank reports continued progress on strategic transformation
As at the end of 2019, Deutsche Bank had recognised 70% of the anticipated cumulative costs to achieve its transformation strategy between 2019 and 2022.
01/31/2020
Estera Wins 'Trust Company of the Year'
The awards, announced in London on Wednesday 29 January 2020, recognise outstanding achievements in Estera’s Bermuda and Cayman Islands offices as well as the expertise of the firm’s team in Luxembourg.
01/31/2020
Goldman Sachs to increase private wealth adviser headcount
Goldman Sachs chairman and CEO David Solomon said: “We are resolute in fulfilling our purpose of putting capital and ideas to work to evolve organisations, accelerate global economies and amplify personal prosperity.
01/31/2020
Investec sets out IPO plan for Ninety One funds arm
UK-South African fund manager expects its shares will begin trading on 16 March
01/31/2020
Fiduciary Trust hunting for more wealth managers
The company's deals to buy The Pennsylvania Trust and Athena Capital Advisors are just the beginning, execs said
01/31/2020
Nutmeg surpasses £2bn AUM to maintain position as largest digital wealth manager in Europe
Nutmeg has today announced that it is the first digital wealth manager in Europe to reach £2bn (€2.34bn) in assets under management (AUM) on the back of 41% year-on-year growth.
01/30/2020
St. James's Place Reports Fourth Quarter Flows
Our advisers continued to work hard in supporting clients through a difficult environment, resulting in strong retention of client investments throughout the year
01/30/2020
Dolfin empowers family office Altaira Wealth Management with custody, execution and investment advisory
Altaira’s investment strategy is also a collaborative effort with Dolfin, which provides regular research and ideas to the Altaira investment team.
01/30/2020
IndusInd Bank rolls out HNW wealth management platform
The ‘lifestyle’ offering links up to 10 family members and business accounts
01/30/2020
Refinitiv report on Transformation of Wealth Management – five trends for 2020 and beyond
According to the report, key trends shaping today’s wealth management industry include: data and analytics, digitalization, customization, operational efficiency and client relationships
01/29/2020
The conscious consumer
"81% of the companies we spoke to said that sustainability is more important to their business than it was five years ago."
01/29/2020
Behind Credit Suisse's U.S. Wealth Exit
Credit Suisse U.S. Wealth Push Takes Shape
01/29/2020
Quilter reports positive trends in Q4 net flows
Strong fourth quarter performance from International with gross flows of £0.8 billion (Q4 2018: £0.5 billion).
01/29/2020
Brewin Dolphin announces QT Update
Brewin Dolphin has announced a trading update for the first quarter of its financial year ending 30 September 2020.
01/29/2020
5 Emerging Investment Trends for Wealth Managers in the 2020s
From blending active with passive to tax-aware strategies, here's what advisors need to watch in the next decade, according to Mercer.
01/28/2020
Sun Life's asset management arm seeks private debt acquisition to aid expansion
The middle market comprises companies with revenues ranging from tens of millions of dollars to $1 billion.
01/28/2020
UBS Private Wealth Team in San Francisco Jumps to Wells Fargo
Seidler and Cattich joined the “private wealth financial advisors group” of about 700 brokers that Wells Fargo Advisors created a year ago to coordinate services for the very wealthy.