10/22/2019
Wealth duo join forces for IFA investment consultancy
It offers outsourced investment service for advisers
Wealth and Asset Management
10/22/2019
UBS: Iqbal Khan With Early Tailwinds
Expectations are high that Iqbal Khan can top the results Martin Blessing had delivered, after joining from Credit Suisse.
10/22/2019
St James’s Place maintains inflows amid 'uncertain external environment'
St James’s Place has recently faced criticism over its fee structure, which involves higher charges than many of its competitors, as well as the lavish incentive scheme offered to its partners.
10/21/2019
Succession or sell: when wealth managers reach a fork in the road
Not surprisingly, M&A activity in the wealth management world is brisk—and favorable to those seeking an exit strategy.
10/21/2019
Soaking the Rich Is a Great Start — But It’s Not Enough
It’s not the end of capitalism, but it’s a lot bigger than Medicare for All and free college, as badly as we need both those things tomorrow.
10/21/2019
Wealth management isn't aging well, more WeWork drama, and a private meeting with Elon Musk
That comes as many big financial firms look to wealth management as a big business opportunity.
10/21/2019
Rebecca Bettany Shortlisted for Spears Wealth Management Awards 2019
The nominees are selected on the basis of a year’s worth of research that has been carried out to produce the market-leading Spear’s Indices.
10/21/2019
Zurich WM to open first office outside of Switzerland
It will primarily serve as an outlet for connecting with clients in the region.
10/21/2019
Investing Beyond Brexit
Economic data suggests that the business cycle is turning and economic growth in China is set to accelerate.
10/21/2019
Vontobel launches trade conflict certificate
In the most likely scenario from the experts' perspective, the trend towards shorter trade routes could make Latin America an attractive production location for the USA and Southeast Asia an attractive location for China.
10/21/2019
SEI Investments: A Wonderful Business At An Attractive Price
"We believe that SEI Investments will continue to see multiple industry tailwinds to drive the growth of the total market."
10/18/2019
HSBC GAM launches passive fixed income fund
Both objectives are achieved by leveraging the expertise of HSBC Global Asset Management's active fixed income teams
10/18/2019
Multi-Asset Manager of the Year — Newton Investment Management
Despite a difficult year for multi-asset managers, Newton delivered solid performance over the 12 months in review.
10/18/2019
Schroders takes top prizes at FN’s Asset Management Awards
UK-listed fund manager has had a year of transformation, having struck several deals and expanded its North American and alternatives businesses
10/18/2019
Morgan Stanley’s Revenue Growth Rate Will Be Notably Lower Over Coming Years
In 2019, Morgan Stanley’s Institutional Securities division is expected to contribute roughly $19.3 billion (48%) to its Total Revenue estimate of $40 billion, which is 4% less than the 2018 figure of $20.1 billion.
10/17/2019
Merrill Adds Advisors, New Clients
These salaried employees work in Bank of America branches or at call centers, where they assist clients of the Merrill Edge digital offerings.
10/17/2019
GAM Holding AG: Interim management statement for the three-month period to 30 September 2019
In multi asset, net outflows totalled CHF 0.3 billion, driven by redemptions from institutional and private clients.
10/17/2019
Deutsche's Wealth Head Seeks Growth in Turmoil
Campelli, who previously hammered out strategy for investment banker and former co-CEO Anshu Jain, has considerable resources.
10/17/2019
Singapore Wealth Managers Merge
The firm's investment team will be led by co-chief investment officers Sylvain Baude and Oliver Destandau
10/17/2019
Wealth Advisor snaps up CPIC International
Acquisition expands EP Wealth’s presence in the San Francisco Bay area and bolsters in-house investment management expertise