06/23/2020
Sanlam Global High Quality Fund Named as “Top Performer”
Well done again to Pieter and the team for adding yet another accolade to their growing roster which currently numbers 12!a
Wealth and Asset Management
06/23/2020
Multi-Family Office Opens VCC
The VCC will also allow funds to be re-domiciled in Singapore to better tap into Asian markets and enjoy tax incentives and treatments available to investment funds in the city-state.
06/23/2020
Envysion Wealth Management sets up Variable Capital Company
The first sub-fund strategy under Envysion Global Investments VCC is a unique alternative investment in commodity trade receivables; specifically, in the receivables of nickel.
06/23/2020
In The Digital Age, A Wealth Manager's Best Sales Tool Is Being Human
The winners of tomorrow – the wealth advisors who succeed in building highly successful bionic sales and distribution functions – will not be those who stumble serendipitously on some goldilocks recipe of human and machine.
06/23/2020
Credit Suisse agrees deal to buy into Brazilian digital broker modalmais
Credit Suisse has agreed a deal with digital broker modalmais that could see it buy a stake of up to 35% in the Brazilian company, the Swiss bank said in a statement on Tuesday. Modalmais has nearly 1 million clients, to whom Credit Suisse expects to sel
06/22/2020
The COVID-19 pandemic: How it’s impacting asset management sales teams
Prospecting has been more challenging.
06/22/2020
Global Wealth 2020: The Future of Wealth Management—A CEO Agenda
20th Edition
06/22/2020
Close Brothers announces new CEO
He will take up the new position, and become an Executive Director of the group, with effect from 21 September 2020.
06/22/2020
Julius Baer expands onshore office in India
Gumashta added, "To stay one step ahead, we have upgraded our digital infrastructure to meet the evolving needs of our clients."
06/22/2020
Money showers by Rathbones
The UK debt to GDP ratio has now surged above 100% for the first time in almost 60 years, although it is still well below many other developed nations.
06/22/2020
Rathbones expands multi-asset range
They will invest globally in a combination of government and corporate bonds, listed company shares, structured products and derivatives.
06/22/2020
Sanlam shuts offices and freezes pay in Covid-19 fallout
Sanlam has shut three regional offices and frozen pay as part of a widescale cost-cutting plan in the wake of the pandemic, Wealth Manager has learned.
06/21/2020
Private banks to boost hiring in S'pore: Sources
They reportedly plan to hire around 75 people in offshore Greater China teams, amid HK's political uncertainty
06/19/2020
GAM expects to report 1H loss of 400 mln Sfr
This update is as a result of expected impairment charges on intangible assets driven by the impact of Covid-19 on the Group’s assets under management.
06/19/2020
Irish asset manager sets up wealth operation
It will be run by three former private bankers
06/19/2020
Death of Alain Leclair, founder and former CEO of Paribas Asset Management
An emblematic figure within asset management
06/19/2020
Wealth Management - Driving Transformation through a 360° Client Lens
It is the ‘who, what, why, when and where’ of customer lifecycle management.
06/19/2020
WealthTech Views Report: Using technology to engage with clients
Collating the views from 14 solution providers and thought leaders from across the globe
06/19/2020
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.
06/19/2020
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.