11/20/2019
Boomers Are Thriving on an ‘Unprecedented’ $9 Trillion Inheritance
U.S. households poised to inherit $36 trillion over 30 years
Wealth and Asset Management
11/20/2019
Embark buys Zurich platform
This acquisition will also enable Embark to develop retirement investment pathway solutions and underpin its workplace, pensions and savings propositions in 2020.
11/20/2019
Liontrust eyes acquisitions as profits risea
The positive net inflows for our teams shows the enduring appeal of active fund management when investors can see the added value being provided and their expectations being met.
11/20/2019
Geneva WM joins with investment firm to start European equity fund
Kepler Cheuvreux is a key specialist in European equities analysis
11/19/2019
Nearly Half of Baby Boomers Don't Know When to Add Fixed Income Investments to Their Portfolios
This research demonstrates that regardless of age there remains confusion around fixed income investing
11/19/2019
Lombard Odier seeks to expand private banking team in Italy
The Italian branch of the Swiss Group, which is based in Milan, offers portfolio management and advisory services to its clients in the region.
11/19/2019
Liechtensteinische Landesbank moves to DIFC
The move to DIFC, and our new, larger offices in Burj Daman reflect the successful development of our business model in recent years and represents an important step for our future growth in the Middle East.
11/19/2019
Asset manager Russell Investments put up for sale
Goldman Sachs hired to sell group with $293bn under management as industry consolidates
11/19/2019
Julius Baer assets grow, but warns on impairment
Assets under management up 10% to CHF 422 billion – Benefits of cost-reduction programme starting to materialise – 2019 full-year results to be impacted by Kairos goodwill impairment – Launch of share buy-back programme of up to CHF 400
11/19/2019
Seventy2 Capital Wealth Management acquires CBC
Hemphill said: “I’m excited to be a part of a team that has expertise in both wealth management and 401(k) retirement plans."
11/19/2019
Spear's Philanthropy Award
The Spear’s award represents a hat trick for the bank.
11/19/2019
Allianz Life Partners With SS&C’s Black Diamond Wealth Platform
Real-Time Allianz Life Annuity Information Now Appears in the Portfolio Management System
11/19/2019
Asset and wealth management revolution: Investor perspectives - Rethinking purpose and performance
And social media has given them a platform from which to broadcast their opinions, including dissatisfaction about firms that fail to meet expectations.
11/18/2019
Intertrust awarded Trust Company of the Year at the Wealthbriefing MENA awards
The award sets Intertrust apart from its peers and is a recognition of the developments that the company has made in the region over the past 12 months.
11/18/2019
The Final Battle by Tim Price
A mature and sensible democracy would ask questions about the efficacy of government spending, as opposed to simply engaging in acts of chest-beating machismo over the size of the national chequebook.
11/18/2019
Leaked document reveals the UK’s priciest wealth managers
It is notoriously difficult to compare these, as each firm will levy different fees.
11/18/2019
Here’s Why Millennials Are the Holistic Wealth Generation
Millennials are ambitious and want to earn a high salary and be wealthy, but they want to achieve this in a holistic way.
11/18/2019
Lombard Odier named Private Bank of the Year
Lombard Odier beat off stiff competition to win the ‘Private Bank of the Year (International)’ title from three other shortlisted banks: Goldman Sachs, UBS and Nedbank Private Wealth.
11/18/2019
Tilney wins again at the FT awards
Tilney was also named Best Wealth Manager for Tax Services.
11/18/2019
The wealth management industry needs to innovate
Wealth managers have invested heavily in their ability to offer the latest and most newsworthy technologies.