03/05/2020
Despite coronavirus fears, private banks back stocks after rout
Dividends from quality stocks hard to beat, say many
Wealth and Asset Management
03/05/2020
CS rejects 'speculations' Rohner tried to extend term as chairman
'There are no discussions about an extension beyond this date with anyone and corresponding speculations are wrong and without basis.'
03/05/2020
Ocorian 'takes five' at Citywealth Powerwomen Awards
We enjoyed remarkable success at this year’s Citywealth Powerwomen Awards, walking away with five awards, including three golds.
03/05/2020
Shortlist Of Potential Winners For WealthBriefing European Awards 2020
Here are the nominees for this year's WealthBriefing European Awards, to be announced in London on 23 April and one of the big events in the industry calendar.
03/04/2020
Did they jump or were they pushed? by David Roberts, Liontrust
That is all in the future of course and for now, we need to ask:
03/04/2020
Schroders reporting revamp to provide more clarity on fee pressure
But FTSE 100 manager should avoid the trap of managing share price rather than core business
03/04/2020
The Untold Story of the Professor, Advisor, and University That Plan to Save Wealth Management
Unlike warnings of the past, the latest projections have startled observers, especially the wealth managers already struggling to find and hire young would-be advisors.
03/04/2020
OK, fellow Boomers, let’s talk about the future
The importance of inter-generational partnerships in wealth management
03/04/2020
Edmond de Rothschild expands real estate business in Europe
The entities now under Edmond de Rothschild REIM form a consistent and comprehensive European network of 9 offices and 120 employees, with an initial €10.4bn of assets under management and significant potential for future growth.
03/04/2020
AgaNola to become Credit Suisse Investment Partners
Credit Suisse Investment Partners is combining the convertible bond business of Credit Suisse Asset Management and AgaNola.
03/04/2020
Franklin Closes Athena Capital Buyout With AUM Worth $6B
Franklin’s inorganic growth activities reflect capital strength and efforts to enhance its performance.
03/04/2020
Sanlam shifts sub-£300k clients to ease pressure on wealth managers
Smaller clients will be transferred to the firm's multi asset funds as chief executive Penny Lovell aims to increase its average portfolio size to at least £1m.
03/04/2020
Remortgaging and private banks
Peter Izard, business development manager at Investec Private Bank, takes a look at the opportunities and the role of private banks in the growing remortgage market for high net worth individuals
03/03/2020
SNB bounces back with CHF 49bn profit
This was largely from negative interest charged on sight deposit account balances.
03/03/2020
Refinitiv boosts wealth management biz through acquisition
By integrating Scivantage’s solutions, Refinitiv has expanded its wealth management portals’ service offering
03/03/2020
UBS CEO Set to Become Swiss Re Chairman, Reuters Reports
Sergio Ermotti will assume the post after leaving Swiss bank
03/03/2020
Veteran Merrill Advisor Breaks Away from $2.5 Billion Team
Brenda Cox, Senior Merrill Advisor is moving on to start Nspire Wealth an independent RIA in Denver.
03/03/2020
Wells Fargo Works to Shake the Taint of Past Problems
The Securities and Exchange Commission said the wirehouse and independent broker-dealer unit failed to properly train and supervise sales of such products between 2012 and September 2019.
03/03/2020
Wealth managers need more relevant marketing
Millennials are not wooed by big names in financial services
03/03/2020
Fiduciary Trust Company International Completes Acquisition of Athena Capital Advisors
The combination of our firms will enhance the experience we can deliver to high-net-worth and ultra-high-net-worth clients across the country."