05/02/2022
How to start a career in wealth management, according to experts
Beyond these core services asset managers will specialise in everything from yachts and jets to watches and fashion.
Wealth and Asset Management
05/02/2022
6 axes to meet customers' needs in the private banking industry
This massive transformation of our environment has had an impact on customers' requirements.
05/02/2022
Odds shift for global banks' Asia wealth bets in China's slower-growth reality
Bankers stressed, however, that while the mood has changed in Asia at least for the next few quarters, the global wealth managers still saw Asia as their best growth opportunity.
05/02/2022
TWM WealthTech 2022 Report
In practice, this means that wealth managers need to go back to basics, identify the parts of the whole, and invest accordingly for long-term strategic success.
05/02/2022
Peak hawkishness for rates, but can the consumer handle it?
With earnings season in full flow, businesses are already beginning to sound cautious regarding their investment plans.
04/30/2022
Wealth Management 2030: Visualizing Scenarios for the Next Decade
They want their investments to reflect their values and achieve goals besides “only” earning a return.
04/30/2022
Odds shift for global banks' Asia wealth bets in China's slower-growth reality
The banker and his peers declined to be named as they were not authorised by their organisations to speak to the media.
04/30/2022
7IM updates platform to streamline portfolio management
This upgrade has an extension also providing the ability to link and unlink client portfolios to specific models, the firm said.
04/29/2022
Schroder Investment Solutions wins Best Model Portfolio Service at the Professional Adviser Awards 2022
Selected by a panel of independent judges, SIS was recognised for its standout range of model portfolios.
04/29/2022
Entrepreneurs choose property over pension for wealth generation
The survey among entrepreneurs and wealthy individuals in the UK found that entrepreneurs are more likely than wealthy individuals overall to have amassed wealth through investment in property, and less likely to have done so through a pension.
04/29/2022
Next in asset and wealth management
This has exacerbated other challenges facing the industry, including intense fee pressure, rising costs and changing investor preferences.
04/29/2022
How to manage sudden wealth, and avoid the pitfalls that may come with it
Wealth management can support individuals in three ways.
04/29/2022
EFG delivers solid operating results
EFG achieved a solid operating result in the first three months of 2022,
04/29/2022
Lights Out in Moscow for UBS and Credit Suisse
While rival Goldman Sachs flew its staff to the Middle East and Société Générale, with a heavy presence in Russia, pulled the plug, the lights continued to burn in the offices of the Swiss banks.
04/29/2022
Singapore Bank Earnings Hit by WM Drop
Southeast Asia’s largest bank, DBS, reported its first quarter net profit came in at S$1.8 billion (US$1.30 billion), down 10 percent from the year-earlier quarter.
04/29/2022
Guernsey Finance launches Effective Philanthropy report at seminar
To demonstrate this, Guernsey Finance, the promotional agency for Guernsey’s financial services sector, is hosting a seminar on 28 April in London.
04/29/2022
The best wealth managers in Guernsey in 2022
Guernsey is renowned for its stability, which is important for investors who want to take advantage of the island’s attractive tax regime and trust opportunities.
04/29/2022
Raymond James Financial cites ‘uncertain environment’ in revenue report
Quarterly net revenues grew 13% over the prior year’s fiscal second quarter primarily driven by higher asset management and related administrative fees, reflecting the strong year-over-year growth in Private Client Group assets in fee-based accounts
04/28/2022
Waverton Annual Report & Accounts 2021
The four key channels in which we operate all performed well and made their own contributions to the overall success of the business in 2021.
04/28/2022
The wealth management industry’s appetite for mergers is growing
Adding RBC’s £5 billion of existing UK wealth assets to the pot, the new management entity will become Britain’s third largest, with £64 billion in assets under management.