05/05/2022
UBS Advisors Named to Barron’s Top 1,200 Financial Advisors List
The Barron’s Top 1,200 Financial Advisors list draws from data provided by around 6,000 of the nation's most productive advisors.
Wealth and Asset Management
05/05/2022
T. Rowe, Schwab Say Times Call For Changing Investing Approaches
Most portfolios can have a place for investments with both active and passive management
05/05/2022
Fairstone adds £135mn with Cumbria IFA purchase
The deal brings more than 1,700 clients to the group, as well as 10 advisers and staff.
05/05/2022
Credit Suisse Supertrends: outperformed in 2021 transcending business cycles and volatility
Five years after their launch, Credit Suisse’s Supertrends continue to focus on long-term and multi-year societal trends that should lead to fast-growing business opportunities.
05/05/2022
Ultra-Rich Investors Flock to Bank of America’s Wealth Management Businesses
“It’s not just a Florida story or just a Silicon Valley story, it’s growth in the business around the U.S. reflecting broad trends in the ultra-high-net-worth market.”
05/05/2022
Rathbones announces Q1 2022 results
Rathbones remains focused on delivering the strategic plans we set out at our full-year results
05/05/2022
Cardea Group strengthens market position through acquisition of Olympia Wealth Management
With this acquisition, Cardea is accelerating its already established growth path and further leveraging synergies within the group.
05/05/2022
Credit Suisse froze $10.6 billion worth of sanctioned assets in Q1
The bank also said Russian clients now held less than 4% of assets under management in its wealth management businesses.
05/05/2022
Pictet AM to partner with natural capital research programme
It will work alongside consortium members including the UN Principles for Responsible Investment and Stanford University.
05/04/2022
Swiss Banking Law Comes Under UN Criticism
Under Swiss banking law, disclosure of certain bank data is punishable by heavy fines or even imprisonment, regardless of whether the data is in the public interest.
05/04/2022
UK Wealth Management: Spotlight on Value Creation
This layer includes the spectrum of wealth managers
05/04/2022
Monthly market review: April showers
After a dismal first quarter of the year, the month of April only saw equity markets volatility increase / continue and proved to be the worst month for a bond/stock portfolio in over two decades. Here are 10 stories to remember from an eventful month.
05/04/2022
RBC Wealth Management Reshuffles Asia Leadership
Reed will be succeeded by North Asia head of private banking Nick Chan who will take on a broader remit to lead RBC Wealth Management's sales and relationship teams across Hong Kong and Singapore.
05/04/2022
L.E.K. puts Spotlight on Value Creation in UK Wealth Management Industry
The industry remains in a state of flux and business models continue to evolve
05/04/2022
Revisiting the most relevant wealth investment vehicles
Mrs Krabbs, a seasoned businesswoman, fired a key question, the one relating to taxation and any potential exemption.
05/04/2022
10 Countries Holding The Most Private Offshore Wealth
However, the boom is adding to a growing debate about worsening inequality as world leaders, humanitarian organizations, and civic groups are calling on governments to revisit their policies and redistribute wealth.
05/04/2022
Tilney Sustainable MPS adjusts portfolio amidst dire market conditions
Recent re-balance
05/04/2022
Geneva Cantonal Bank Struggles With Succession
All proposals were accepted at the AGM, including the appointment of Sandrine Salerno
05/04/2022
How herd mentality affects more than just your investments
From blind loyalty to large-scale organisations, to endlessly trying to keep up with influencers, we explore how sheep-like behaviour can damage your wealth plans beyond investments alone. Simon Prescott explains.
05/04/2022
LGT Bank Selects SEBA Bank To Provide Digital Asset Custody and Brokerage Services
LGT Bank is part of LGT Group, a leading international private banking and asset management group with over CHF 280 billion in assets under management.