12/13/2022
Four wealth management trends taking over in 2023
Face to face will never be replaced, though if technologies aren’t adopted by market participants, they will face a competitive disadvantage.
Wealth and Asset Management
12/13/2022
Apollo defends push to retail investors amid Blackstone storm
Group rolling out gated product that seeks to recreate S&P 500 returns for wealthy clients
12/13/2022
Interview with Paul Donovan, UBS Global Wealth Management by Luke Hanratty
Luke Hanratty, a Director in our High Wycombe office interviews Paul Donovan
12/12/2022
Inaugural Wealthbriefing CI Awards presented
The inaugural Wealthbriefing Channel Islands Awards have been presented this week.
12/12/2022
Brookfield Corporation Successfully Completes Distribution of 25% Interest in its Asset Management Business
The Manager takes the name Brookfield Asset Management Ltd. and has been successfully listed on the New York Stock Exchange and the Toronto Stock Exchange.
12/12/2022
Goldman moves more bankers to Dubai in Middle East push
Goldman’s net revenues in wealth management were $1.6bn in the third quarter
12/12/2022
Julius Baer Writing Down Its Italian Wealth Manager Investment
Global financial markets have seen significant declines in equities and bonds, both of which are particularly relevant to Kairos.
12/12/2022
Impairment of Kairos goodwill following unprecedented difficult year for active asset managers
As per year-end 2022, no more intangible assets related to Kairos will be reflected in the consolidated financials of Julius Baer
12/12/2022
What does the ‘democratisation of private assets’ really mean?
This animated video shows why and how access to private assets is becoming more democratic.
12/12/2022
Quilter Foundation awards £23,000 to three local charities
It supports the Quilter Foundation’s aim to improve the lives of over 100,000 young people with every pound raised up to £100,000 being matched by Quilter.
12/12/2022
Walking the tightrope: how banks should navigate the new wealth management opportunity
We are in the midst of the greatest generational transfer of wealth in history. Over the next decades, trillions of…
12/09/2022
Looking Beyond the Credit Suisse Hysteria
The small residual of the shares that could not be placed with existing shareholders by the end of the exercise period at noon yesterday have been placed with major investors and can be distributed at least at the fixed issue price of the new shares of 2.
12/09/2022
Wren Sterling Acquires Morfitt & Turnbull,Completes Mutual Financial Management & DFM Transaction and appoints CIO to run DFM
Concurrently, it has now received authorisation from the FCA to complete a deal announced earlier this year to acquire Mutual Financial Management LLP.
12/09/2022
Here’s the No. 1 Factor Contributing to Millennials’ Wealth
That figure jumped to $9.38 trillion during the first quarter of 2022 — a 106% increase.
12/09/2022
Revealed: Octogone Group expands to Dubai
Philipp Strasky will be the firm’s Dubai CEO.
12/09/2022
Maerki Baumann to pass on responsibility for its German business
He possesses more than 25 years of experience in the German business at Swiss banks, including at DZ Privatbank (Schweiz) AG and Union Bancaire Privée SA in Zurich.
12/09/2022
RBC Wealth Management delivers on client expectations with Salesforce
Like many companies, RBC Wealth Management had a wealth of client data that was spread across multiple systems making it time-consuming for advisors to access information and prepare for client meetings.
12/09/2022
Butterfield wins top bank award for 10th year in a row
Earlier this year, Butterfield was also named Bermuda’s best private bank by The Banker/PWM and Global Finance magazine.
12/08/2022
Fieldpoint Private Launches Advisor Banking Services Platform: First-of-its-kind platform provides full suite of private banking offerings to independent advisory community
Fieldpoint Private is filling an unmet need for a white-glove private banking resource dedicated to the independent advisory community, the largest and fastest growing channel within the wealth management industry.
12/08/2022
Assets You Should Watch for Wealth-Building and Protection
With the looming recession, the market is plagued with pessimism and uncertainties. Investors and entrepreneurs alike are anticipating a massive crash.