02/23/2021
UBS wins ‘Best Private Banking Services’ award
The annual survey is among the most prestigious in the industry.
Wealth and Asset Management
02/23/2021
Meditation for investment professionals by Holger Mertens, Nikko AM
Most investors agree that markets are not fully efficient and that behavioural finance can explain a part of the markets’ inefficiency.
02/23/2021
Weekwatch by St. James's Place
Over £280 billion is sitting in Cash ISAs4, and much of that money will have been there for more than five years.
02/23/2021
UBP Monaco looks at the future through the lens of art
Financial institutions are an integral part of the world they are based in, and dependent on the people who created them and whom they serve.
02/23/2021
The evolution of Merseyside’s only stately home
Knowsley Hall through the ages
02/23/2021
How Much Money Is Needed To Hire The Best Wealth Management?
The first thing to realize is that it is impossible to manage wealth effectively without a management system.
02/23/2021
Growth assets still favoured by Nikko AM
Recent volatility does seem like a one-off—call it a crowdsourced retail rebellion that managed to squeeze hedge funds in a small collection of heavily shorted stocks that sparked forced deleveraging.
02/23/2021
Coutts CIO on building a £30bn wealth management business
Coutts is owned by NatWest Group, and has 12.5m clients across the whole of NatWest Group.
02/23/2021
Crestbridge in ‘most influential’ private client list
Our approach to ensuring we deliver first class service to clients is very much a team-based one, and my inclusion in this list is a reflection of that team ethos.
02/23/2021
CIMB Private Banking is Ranked No. 1 for the Best Private Banking Service Overall in Malaysia
CIMB’s private banking arm tops total of six categories in Euromoney’s Global Private Banking and Wealth Management Survey 2021
02/23/2021
HSBC wealth management revenues fall
The firm added that it would invest close to $6bn in its wealth management and international wholesale banking businesses over the next five years, with most of the investment directed toward Asia.
02/22/2021
Citi is considering divesting some foreign consumer units
The company is weighing divesting certain units across retail banking in the Asia-Pacific region, including those in South Korea, Thailand, the Philippines and Australia, according to people familiar with the matter.
02/22/2021
Well-known wealth management adviser joins fast-growing firm
The business has been growing over the last 10 months, with employee numbers now standing at 26.
02/22/2021
CIMB Private Banking takes No. 1 spot in Euromoney survey
Chief executive officer of CIMB Investment Bank Bhd, Jefferi Hashim, said, “We are honoured by the recognition as the industry’s best by our peers.
02/22/2021
These Swiss banks pay the highest wages
According to the annual evaluation by finews.ch based on personnel costs , the average annual wage per full-time position at CS and Vontobel fell significantly; namely by almost 7,000 francs at CS and almost 4,000 francs at Vontobel.
02/22/2021
HSBC to move top brass out of Canary Wharf in 'pivot to Asia'
The rejig comes just a year after HSBC announced plans to slash around 35,000 jobs over the next three years
02/22/2021
Upgrades Everywhere by Gary Dugan
The global economy has far more momentum than previously thought. In the past week, economists have been moving their GDP forecasts up by 1-2%.
02/22/2021
Sprouts of spring by Rathbones
Softly, softly is the idea this time round.
02/22/2021
January Jitters Don't Change Our Positive Outlook
Hopes were high at the start of 2021 as investors looked towards the economic recovery
02/22/2021
The commercial case for diversity and inclusion
Building the commercial case for companies to become more diverse and inclusive which can help to deliver better financial performance and more positive social outcomes.