09/15/2021
Shift from third-party products not “dramatic” says TD wealth head
TD is one of several banks that is focusing on its own products and ending third-party offerings
Wealth and Asset Management
09/15/2021
Charles Stanley targets ‘post-Google/pre-planning’ clients
DIYers who want to find out more but are hesitant about paying a fee for a full financial plan
09/15/2021
The Latest Estate and Succession Planning Trends in Europe
An individual’s ability to determine to whom their assets pass upon their death will depend upon the laws of the relevant jurisdictions and in turn, may have international estate tax implications.
09/14/2021
Syz Posts Slim Profit
The Genevan wealth manager closed out the first half with a meager profit – but some of its problems persist.
09/14/2021
J.P. Morgan Wealth Management Eliminates Upfront Fee on 529 Plans
Industry-leading commitment makes education investing more accessible
09/14/2021
Zurich WM gets Finma licence,
Crossinvest Zurich was founded in 2020 when the Crossinvest Group decided to expand into German-speaking Switzerland.
09/14/2021
Geneva wealth manager rebrands
In April, the firm appointed a new COO to lead its digital transformation.
09/14/2021
UBS’s Naratil Doesn’t Rule Out M&A to Grow U.S. Wealth Biz
Naratil said UBS may have historically missed out on around 500 basis points in pre-tax profit margin because of its smaller size, but the productivity gains it has made recently have narrowed that gap to about 300.
09/14/2021
CI Financial aquires Silicon Valley wealth management firm
It has developed substantial expertise at the intersection of investments and tax, wealth transfer, estate and charitable planning.
09/14/2021
Japan’s structural reform to benefit investors
There are now more varieties of activist investors, including the old school “asset stripper” (greenmailer), entities focusing on constructive engagement and others that take a more hands-on approach.
09/13/2021
Tilney Smith & Williamson sets out 'statement of purpose'
To deliver its purpose, Tilney Smith & Williamson has set out three core values that it is committed to embedding in the culture of the business.
09/13/2021
UBS wealth business booms but are risks piling up?
The $3.6tn division has to prove it can keep growing once all the low-hanging fruit has been picked
09/13/2021
Bankers go hunting for UK billionaires to back Spacs
Can rule revamps make the City a magnet for cash shells used to hoover up deals?
09/13/2021
Wealth Management Connect: What Say the Banks?
In total, more than 20 lenders in Hong Kong are expected to apply for the scheme – including a handful of global banks – with some market watchers projecting fee-based income to reach as high as $700 million per annum.
09/13/2021
Coutts recognised by HRH The Princess Royal for training excellence
During one of the toughest times in history due to the pandemic, Coutts used training to address and adapt to changing business needs.
09/13/2021
Ralph Hamers' Freshman Year at UBS
His countanance as a confident leader of transformation slipped, only briefly, when asked about the possibility that criminal charges in a revived money laundering investigation might be levied against him.
09/13/2021
Pictet Asset Management Launches First Qualified Domestic Limited Partnership Fund in China
The fund is an absolute return long/short credit strategy, focusing on financially stressed and distressed companies, predominantly in Europe.
09/13/2021
Shoreline Wealth Management Launches
They are joined by office support staff member Brittany Forte.
09/12/2021
Ruffer launches its first new fund in a decade
Diversified Return fund is a daily liquidity version of its flagship total return fund
09/10/2021
Schroders and BlueOrchard’s climate impact strategy rapidly attracts $100 million
The Fund’s investment will help to facilitate the company’s growth as a provider of climate-smart solutions in a rapidly growing market.