03/24/2020
Stirring the wealth, forces on march
The wealth management industry will stand transformed in the coming years.
Wealth and Asset Management
03/24/2020
Covid-19: South Africa’s Investec estimates up to 23% hit on profit
He also expects the situation to improve in the following few months.
03/24/2020
KBank Private Banking’s Mission to Achieve ‘Perfect Wealth’ through Holistic Private Banking
The concept has evolved dramatically over the past year with the launch of a nationwide advertising campaign, developed in the splendour of their new state-of-the-art offices in Emquartier.”
03/24/2020
Barclays Adds ESG Assessment and Indicators to Fundamental Research
Fundamental Environmental, Social, Governance (“ESG”) Research will offer clients multi-dimensional analysis of ESG performance for companies under coverage, and assess how ESG attributes impact security pricing.
03/24/2020
Coronavirus - Will the US and Europe Learn Lessons from Asia?
The economic impact of coronavirus will depend on how the epidemic progresses in both scope and time frame and how government, business and households react and adapt. Could April be a turning point?
03/24/2020
FundCount Named Best Consolidated Reporting Solution in 2020 Family Wealth Report Awards
Software meets family office needs for aggregated data and personalized client experience
03/24/2020
6 trends driving investment into Africa
Africa has drawn high levels of interest from a diverse range of external partners in recent years
03/23/2020
Julius Baer Group: Publication of the Annual Report 2019
Net profit achieved in 2019 amounted to CHF 465 million.
03/23/2020
Private equity deals in UK attract the ultra wealthy
UHNWIs were listed as the lead or one of the lead investors of 18 publicly disclosed high value buyouts last year
03/23/2020
Julius Baer ex-CEO's 2019 pay was slashed as net profit dropped 37%
The bank also made loans to the executive board totalling CHF 3.1m, CHF 1.8m of which went to COO Nic Dreckmann.
03/23/2020
Former UBS wealth management executive Jürg Zeltner dies
Jakob Stott replaces him as chief executive of Quintet group of European private banks
03/23/2020
Wealth managers rein in leverage as clients battle markets downturn-sources
But wild swings in markets have triggered margin calls on money loaned to clients to buy stocks and other assets.
03/22/2020
UBS to Make Several Billion Swiss Francs Available for SMEs
Bank will move ‘quickly’ to support hardest-hit clients
03/22/2020
SEI Family Office Services Recognized as Best Outsourced Service Provider for Family Offices
This award highlights our firm’s ability to provide comprehensive bill payment, partnership accounting and client reporting service solutions and serves as a testament to the world-class team that supports our unique and complex client base.
03/21/2020
Citibank Korea’s WM strategy pays off amid market fluctuations
Citibank first introduced the Model Portfolio wealth management strategy here in the second half of 2015.
03/20/2020
Thailand’s Phatra at the Cutting Edge of Thrust Towards HNW Family Wealth Structuring
She has been with Phatra about two years already and brought to the firm considerable experience from her roughly six years at Baker & McKenzie in Bangkok
03/19/2020
Wealth managers field onslaught of calls from investors spooked by virus
Clients want reassurance yet remain alive to investment opportunities as markets roil
03/19/2020
HSBC plans to triple UHNW clients in greater China push
HSBC, along with rivals including UBS Group and Credit Suisse Group are targeting the fastest-growing wealth management market in the world
03/19/2020
Morgan Stanley deepens wealth management ties with MUFG
US brokerage builds on partnership by sending execs to Japan
03/19/2020
Active Wealth Clients Offset Market Woes at Credit Suisse
The bank also reassured balance sheet strength