04/27/2021
What does value mean for wealth clients?
New report lifts veil on attitudes toward fees, services, and one-stop wealth management
Wealth and Asset Management
04/27/2021
HSBC Holdings 1Q 2021 Earnings Release
The execution of our growth and transformation plans is proceeding well.
04/27/2021
Aspiri Financial Services To Join Focus Partner Connectus Wealth Advisors
The firm leverages digital tools and tailored processes to deliver customized, holistic advice and a differentiated client experience.
04/27/2021
UBS Q1 profit up 14% as Switzerland's No. 1 bank unveils Archegos charge
The default by a US-based client of our prime brokerage business resulted in an impact on net profit attributable to shareholders of USD 434m.
04/27/2021
Digital wealth manager Nutmeg sees surge in clients during record year
Revenue soared by 66 per cent as the business moved closer to profitability.
04/27/2021
Baillie Gifford climbs rankings in latest Boring Money customer value survey
The figures show Baillie Gifford rising from 15th to 4th in the latest quarterly rankings, with BMO also rising from 16th to 8th.
04/27/2021
Grant Thornton sells Australian private wealth unit
Advisory firm Grant Thornton has agreed a deal to hive off its Australian private wealth business to Oreana Group.
04/27/2021
Large banks struggle to live by their values: Geneva WM AM head
Mathieu Saint-Cyr also shared what it is like to launch an equity fund in a market crash and why he thinks we are living in a new normal.
04/27/2021
St James’s Place partner firms merge
‘We have come as far as we can with our current structure’
04/26/2021
Review of the week: Earning favour
Company profits are bouncing back fast in 2021, but we are not out of the COVID cavern yet. If the virus remains unchecked in South America and Asia, it may weigh on global growth.
04/26/2021
Huarong to Miss Second Deadline
The statement added that auditors need more time to finalize unspecified transactions though operations are stable and business lines are running normally.
04/26/2021
StashAway to raise $25 million USD in Series D funding round led by Sequoia Capital India
This funding round will bring StashAway's total paid-up capital to $61.4 million USD and accelerate investment product and feature developments across its 5 markets.
04/26/2021
Scotia Global Asset Management announces April 2021 cash distributions for Scotia Strategic ETF Portfolio and Scotia Index Tracker ETF
Investments in ETFs are not guaranteed, their values change frequently and past performance may not be repeated.
04/26/2021
The Wealth Mosaic announces content publishing partnership with Managers of Wealth
The partnership between the two business will have multiple strands but is focused first on the distribution of technology and related content from TWM’s community through the various relevant news portals of Managers of Wealth.
04/26/2021
More Pressure on Credit Suisse Overseer
Norway’s oil fund told the outlet it would vote against the reelection of five other board members, alongside Gottschling, including lead independent director Severin Schwan.
04/26/2021
Phoenix Financial PR declared Financial Consultancy Firm of the Year
Our core focus on asset management, wealth management and private banking, alternatives and fintech, means we bring deep experience to the client table in our field of specialism.
04/26/2021
Why Wealth Management Firms Must Improve Digitally in the Next Normal
According to Oliver-Wyman’s global world wealth report 2020, there has been a 7-10 fold increase in client engagement across all digital channels during the pandemic.
04/26/2021
Succession launches sport and entertainment advice arm
Sports and entertainment professionals face unique challenges when it comes to their finances due to the unique structure of their careers.
04/26/2021
Where will wealth take clients next?
Wealth managers must use deeper, richer insights to provide clients with more holistic, tailored, and meaningful experiences.
04/25/2021
Credit Agricole sells wealth management unit in Brazil to Banco Safra
This volume will position Safra as the country's sixth largest asset manager, with 110 billion reais.