06/16/2020
The importance of sustainable investing is underlined by the fact that 86 per cent of advisers said that they are now incorporating sustainability questions into the client fact find.
06/15/2020
Families must address all four pillars of capital to achieve long-term success.
06/15/2020
Six DFMs have backed a new academy from RMSR that will rate wealth managers on the services they offer to advisers.
06/15/2020
Keeping it in the clan brings an inner strength… but it's just as important to know when to let go
06/15/2020
Group partner Matthew Shaxson lead the Jersey-based Ogier team, which included senior associate Kevin Grové and associate Michael Anderson.
06/15/2020
This merger will strengthen synergies within the areas of expertise of our Group and simplify our organisation.
06/15/2020
Chartered Financial Management (UK) Ltd advisex on £250m of clients’ assets and Zen Wealth has assets under advice of £30m.
06/15/2020
BNY Mellon Investor Solutions brings together the full power of our collective enterprise to meet the ever-evolving needs of investors by providing an integrated investment offering—needs that have only been amplified in the current environment.
06/15/2020
Amundi, BlackRock and LGIM are opening up buildings in Europe following the pandemic
06/14/2020
How can secular trends help investors navigate the post-pandemic world?
06/14/2020
The man who returned to the funds giant that started his career, insisists it will stay independent
06/13/2020
Historical data for the combined wealth business are yet to be reported.
06/12/2020
Singapore has a strong reputation as a well-established and diversified international finance centre, however we provide services throughout Asia and our new name reflects that.
06/12/2020
“The family office is a big segment, not only from China but also from the Middle East as well as other parts of the world,” Bahren Shaari told Reuters in an interview.
06/12/2020
Emerging market bonds have seen their premiums recover more than half of the crisis-induced run-up, despite their economies being the hardest hit by the collapse in commodity prices and economic activity.
06/11/2020
Anti-money laundering officials never learned of money flows which warranted notification, and Julius Baer's board was idle.
06/11/2020
Credit Suisse expressed skepticism over its return on tangible equity target – set last year at between ten and 11 percent for this year, and 12 percent further out.
06/11/2020
Claudio de Sanctis, most recently Global Head of Wealth Management, will become Head of the International Private Bank and CEO EMEA.
06/11/2020
Itau Unibanco Holding SA has adopted a similar strategy, with its volume in stand-by letters of credit to rich clients more than doubling from a year ago.
06/11/2020
The Creative Arts sector has been badly impacted by the pandemic