Managers of Wealth

WealthTech Views Report: Using technology to engage with clients

Collating the views from 14 solution providers and thought leaders from across the globe

Goldman Sachs raises 12-month gold price forecast to $2,000

Goldman has also raised the three-month and six-month price forecasts to $1,800 and $1,900, respectively, from the previous projection of $$1,600 and $1,650.

Private banks to boost hiring to manage Greater China offshore wealth - sources

Demand for private bankers for the so-called Greater China desks in Singapore has been rising since last year as pro-democracy protests in Hong Kong pushed some clients to consider alternate locations for parking their wealth.

The Wealth Management Industry May Need to Reevaluate Business Models

Globally, personal financial wealth has nearly tripled over the past two decades, rising from US$80 trillion in 1999 to US$226 trillion at the end of 2019.

Chase de Vere reveals £3.85m IFA acquisition

Firm says that its ‘actively looking’ for other businesses to join its operation

Why we think the recovery will be U-shaped

We've gone from predicting a V-shaped recovery to a U-shape, given the difficulties of lifting lockdown.

Strong May helps wealth managers cut year’s losses to single digits

All of ARC's four private client indices recorded their second consecutive months of positive performance in May, as the sharp rebound from the mid-March lows continued.

CS and UBS investment banking and WM earnings could drop, says SNB

‘Both of the globally active Swiss banks are well-placed to face the challenges posed by the current difficult environment and support the real economy,’ according to the report.

Morgan Stanley to Reopen About 50 Branches Next Week

New cases have accelerated in some areas where restrictions have been lifted, and public health officials have expressed concern over the possibility of a resurgence of the virus.

Transferring wealth: Establishing trusts for multigenerational succession planning

Due to the excellent and professional experience the client had with Vistra, the Settlor of the Trust decided to contribute additional trust funds to the structure.

How companies can continue to stay relevant in the WealthTech market

GBST was founded back in 1983, when the financial technology sector was still embryonic

Magdalena Różycka shortlisted at the Top Woman in Real Estate Awards

Magda is a seasoned professional with nearly 20 years of valuable experience in the area of accounting, financial reporting and international taxes.

True Wealth: Inflow of Assets, Outflow of Staff

The boost is not only a consequence of the corona-crisis though.

Union Bancaire Privée forms strategic partnership

This partnership will thus enable UBP’s flagship asset management strategies to be marketed in Australia

Midwest Financial Partners goes independent and launches RIA Octavia

The business will be staffed by 35 employees. They will cater to clients from offices located in Cincinnati, Los Angeles, San Diego and Miami.

Consolidator makes ninth acquisition

In November 2019, it was in active discussions with more than 20 local IFA firms.

WealthManagement.com Industry Awards Finalists Announced

The finalists for the 2020 “Wealthies” include 155 companies across 73 categories to be recognized this year at a live, digital awards ceremony.

Wealth manager launches £20m global equity fund

The fund will be managed by the Equilibrium investment team and launched on Monday (June 15).

Vistra launches multi-disciplinary advisory programme ‘Act. Recover. Thrive’

Helping businesses, funds and investors navigate through disruption in a challenging economic environment so they build greater resilience during times of crisis

COVID-19: Private wealth managers entered recession in good nick

The cost-to-revenue ratio also improved after a couple of stagnant years, driven mostly by higher revenues significantly outpacing growth in costs.

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Wealth and Asset Management