05/25/2021
When money gets sick
After raising all the ‘ifs’ and ‘whens’ of radical uncertainty, you will probably have little faith in forecasts.
05/25/2021
After raising all the ‘ifs’ and ‘whens’ of radical uncertainty, you will probably have little faith in forecasts.
05/25/2021
How should investors reposition their portfolios in the face of heightened inflation risk?
05/25/2021
The portfolio managers at launch include Allianz GI, Pictet AM, Polar Capital, and Robeco.
05/25/2021
Profit before tax at the firm fell 3% to £10.4m in the 12 months to the end of December from £10.7m in 2019.
05/25/2021
China opened its giant financial sector to foreign companies last year as part of an interim trade deal with the United States signed in January.
05/25/2021
New about Goldman Sach’s plans to form a wealth management joint venture with ICBC in China first emerged in January this year.
05/25/2021
The 10th annual PriceMetrix report examines an unprecedented year for North American wealth management.
05/24/2021
HSBC and Citigroup among banks looking to catch tailwind from new investment corridor
05/24/2021
Older generations are also becoming more exposed to technology solutions that commoditise product offerings
05/24/2021
Müller has almost a decade of experience with ultra-high net worth (UHNW) clients in the region, having previously worked with the likes of Rothschild and UBS’ wealth unit in Hong Kong.
05/24/2021
The new website has been designed to enhance the wealth and investment planning experience for clients by combining modern design with intuitive navigation
05/24/2021
Pure robo-advisory models with fully automated digital advice usually address entirely new client segments – especially the mass market.
05/23/2021
Benefiting from the country's economic transformation and the development of the real economy, the structure of China's high net-worth population is becoming increasingly diversified, according to the report.
05/23/2021
A combination of the Absa business with the Sanlam-owned equivalent would become one of SA's largest money managers
05/21/2021
The annualised net interest margin was broadly stable on the first half3, as we maintained our pricing discipline.
05/21/2021
The Award winners will be announced on 20 October 2021 and firms can submit their entries to the Awards here.
05/21/2021
Winners are judged by a panel of independent experts from across the wealth management industry.
05/21/2021
Investec is looking to take advantage of consolidation opportunities following a strong year for its UK wealth business.
05/21/2021
Established in 2016 as part of advice firm Progeny, the business’s AUM has risen rapidly from just £1m at the start of 2017.
05/21/2021
Considering the continuous growth in assets allocated to ETFs—ESG-tilted ones in particular—this blog looks at some analytics consequences on institutional investors’ asset allocation and risk management processes.