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Wealth and Asset Management

02/13/2020

Asset Management Europe: Rothschild & Co

Marc-Antoine Collard, Chief Economist, Head of Economic Research, Asset Management, Europe

02/13/2020

CS board member to leave as Thiam hails 69% income rise

The bank announced the news with its 2019 annual results,

02/13/2020

Dolfin shortlisted for Citywealth’s Magic Circle awards and WealthBriefing’s European Awards 2020

The awards ceremony will be held on the 23rd April at the DeVere Connaught Rooms.

02/13/2020

Credit Suisse Posts Strong Profit on Gains in Wealth Management Business

Strong growth in profitability, net income and returns in 2019

02/13/2020

Vontobel reports strong growth in Asset Management in 2019

This growth reflects good performance and, above all, the fact that Vontobel is leveraging its product expertise to deliver needs-oriented solutions to its clients.

02/13/2020

AMP wealth earnings halve as investors flee

AMP reported a full-year net loss of $2.5 billion, with underlying profit of $464 million

02/13/2020

Crest View International Announces Plans for a Dedicated Research Office

Crest View International is striving to provide its clients with a host of comprehensive financial reports with both technical and fundamental analysis.

02/12/2020

Active Wealth Management Firms Target Next-Gen Investors Using Old Tech

The report is aimed at firms that use advisors, but that doesn’t mean that the traditional advisor-led firms aren’t well aware of passive funds.

02/12/2020

Fieldpoint Private Again a Winner at the Private Asset Management Awards

The award marks the firm’s third such win in the last five years.

02/12/2020

Vontobel reports strong growth in Asset Management in 2019

Vontobel wants to achieve further growth in Asset Management in 2020.

02/11/2020

Investment in human capital

Smart companies will realize that employee goodwill is the key to exciting work

02/11/2020

Rothschild fund management boss on the hunt for deals

‘We are constantly looking to do acquisitions,’ says CEO, picking Asia as an area of particular interest

02/11/2020

WeekWatch - St. James's Place

After the laughter, however, comes the hard work.

02/11/2020

BNY Mellon launches sustainable version of real return fund

The BNY Mellon Global Real Return fund is co-managed by Hitchins, Andrew Warwick and A-rated Aron Pataki.

02/11/2020

Private markets investment platform Moonfare reaches a quarter of a billion in AuM

Private equity has become an increasingly popular asset class for investors seeking returns in a long-term, low-interest rate environment, but it has traditionally been almost impossible for individuals to access.

02/11/2020

UBS Private Wealth Advisors Lance Cholet and Reed Fawley Earn Certified Exit Planning Advisor (CEPA) Designation

Both join prestigious, international community of business advisors that are members of the Exit Planning Institute

02/11/2020

Millennials started saving earlier than other generations, but they still have less wealth than their parents did at their age

Many of these millennials, according to the survey, have a good chunk of money tucked away.

02/10/2020

Rothschild receives award for best HNW Team

This award demonstrates that the panel of judges was also very impressed by Rothschild & Co's global network of more than 3,500 experts.”

02/10/2020

Wealth Management: Market Perspective – Unfinished business | Even lower for even longer?

The two-year-old global slowdown seemed to be bottoming out; the risk of a bigger downturn was muted by the US-China trade deal; and political uncertainty had fallen. Yet monetary policy still seemed pinned to generosity overdrive.

02/10/2020

Goldman Sachs' «Marcus» for Switzerland?

Market watchers have been eyeing whether Goldman will offer Marcus in Europe since a British launch 16 months ago.

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