09/01/2021
Successful Succession Planning
The Boston Consulting Group, which compiled the figures, said the ultra-rich held £15.7bn in investable assets, or 15% of the world’s total investable wealth in 2020.
Wealth and Asset Management
09/01/2021
Schroders Personal Wealth opens Leeds office
The firm said its new offices formed part of SPW’s long-term regional growth strategy to increase its presence across the UK.
09/01/2021
Most Hong Kong funds sold to Chinese investors through Wealth Management Connect will be in yuan, industry players say
More than 90 per cent of fund products to be sold through the connect will have yuan share class funds
09/01/2021
Swiss Asset Manager Wins License for U.S. Clients
This means both LFG Holding companies, LFG Investment Consulting and LFA, have Finma licenses.
09/01/2021
UBS Misses Mark With Coffee-Coded Survey
UBS' intentions in the survey are commendable: it can only reach its diversity goals if it tackles the issue of discrimination internally.
09/01/2021
Clarity on Performance of Swiss Private Banks
Strong. Stable. Successful.
09/01/2021
Courtiers marks £1bn under management
Over the next months and years, clients can expect to see the results of significant and ongoing investment in areas such as communication with Courtiers Advisers
09/01/2021
Wealth Advisory Firm joins Focus Financial Partners
Ancora will significantly expand Focus’ presence in the Midwest high net worth market.
09/01/2021
Basler KB defines an ambitious strategy until 2025
The offer and processes should be noticeably simplified for customers.
08/31/2021
Fieldpoint Private Unveils Its New Look
Modern new identity and website signal the firm’s transformation and expansion
08/31/2021
Two independent Swiss wealth managers Merge
The move, in which no money changes hands but the current owners take ownership stakes in the merged entity
08/31/2021
Tavistock Wealth to be renamed Titan Asset Management as sale to Titan Wealth completes
John Leiper remains as CIO
08/31/2021
SEI Adds Nearly $3.8 Billion in Fiduciary Management Assets Globally in First Half of 2021
Addition of 11 New OCIO and Fiduciary Management Clients in 2021 Supports Global Market Momentum
08/31/2021
Introduction to Profile Software and the firm's offering to the wealth management market
Panagiotis provides us with a brief introduction to Profile Software
08/31/2021
The key areas wealth managers are targeting
Wealth clients are increasingly expecting asset management services that are digitally sophisticated, ‘sustainable’ and ‘goal-led’, while also providing access to a broad range of asset classes for investment diversification and be
08/30/2021
FNB Wealth and Investment targeting ‘millions’ of clients
FNB division wants to cross-sell its products to the group’s 9-million retail banking clients
08/30/2021
SZKB reports 13.4% AUM growth
The bank's CEO said it is likely to be a challenging year.
08/30/2021
Mirabaud records 12% AUM increase
The Group’s consolidated net profit totalled CHF 20.9 million.
08/30/2021
Smart beta ETFs gaining traction with European private banks
Specific sector or country exposure considered most important consideration when evaluating ETFs
08/30/2021
Two UBS Advisors named to the Forbes/SHOOK Top 250 Wealth Advisors List
They’ve both achieved an incredible level of success as Financial Advisors through their dedication, focus, and commitment to their clients.