01/21/2021
Morgan Stanley beats estimates on better-than-expected Wall Street and wealth management results
Revenue of $13.64 billion was more than $2 billion beyond the $11.54 billion estimate.
Wealth and Asset Management
01/21/2021
Close Brothers assets rebound after virus turmoil
Total client assets increased to £15bn, up from £13.7bn five months prior, which Close Brothers primarily attributed to favourable market movements.
01/21/2021
A 'bit' risky
Bitcoins, money, and portfolio diversification
01/21/2021
Deutsche PB prepares for a ‘new reality’
Changing personal and business behaviour, structural shifts and rising inequality shape the bank’s investment strategy in 2021.
01/21/2021
Estate planning for celebrities and UHNWIs
It’s not disorganisation or a lack of desire that stops people planning their estate.
01/21/2021
IW Long Reads: Up In The Clouds? How Vertically Integrated Firms Are Shaping Up In 2021
Are wealth managers offering financial advice going to become the norm?
01/21/2021
UBP: Net New Money Doubled in Year of Corona
Compared to the previous year, net new money inflows doubled to 8.97 billion francs.
01/21/2021
Annual results 2020
These large inflows offset the negative exchange rate effects (CHF 7.3 billion) over the year.
01/21/2021
How overseas operations can help HNWs mitigate tax liabilities
Investors look to European countries for ‘a superior quality of life and a safe haven for assets’
01/21/2021
Mourant Senior Associate wins Gold at Citywealth Magic Circle Awards
Citywealth's flagship Magic Circle Awards, celebrates the world's leading advisors and managers in the wealth industry, acknowledging the achievements of both individuals and companies.
01/21/2021
More opportunities in Asia post-Covid
Investors urged to take a longer-term view to identify businesses that will thrive beyond the pandemic
01/21/2021
Liechtenstein alts boutique partners with AM to launch fund
The Mikro Kapital fund A gives investors exposure to developed and emerging countries along the silk road, a statement released by the firms reads.
01/21/2021
Profile was accredited with 22301 & 14001 ISO certificates
This is a certificate that Profile holds for almost 20 years.
01/20/2021
Compliance at home - The new normal
As we enter the latest lockdown, Newgate is working with clients to ensure their policies, procedures and risk assessments have been updated to take into account these significant changes to working practices.
01/20/2021
Brewin Dolphin to pay out after client hit with £60k tax bill
Brewin Dolphin recommended he invest the £160,000 funds into a Sipp on the basis that Mr B had not contributed to a pension in the past three years and so had built up his annual allowance.
01/20/2021
Blow to Hong Kong as leading US hedge fund Elliott Management exits
Founded in 1977 by the billionaire Paul Singer, the American firm has become one of the most influential and feared hedge funds in the financial world.
01/20/2021
Philanthropy: Fun, Fulfilling And Fundamental
Supporting causes you care about could really brighten up your 2021.
01/19/2021
Glass Half Full
What came next was as surprising as the initial plunge.
01/19/2021
EFG International AG successfully places Additional Tier 1 regulatory capital
The notes include, among other things, a capital trigger of 7% CET1 Ratio and an optional redemption call in year 7, subject to FINMA approval.
01/19/2021
iA Financial launches iA Private Wealth brand
iA Securities and HollisWealth have merged, creating a $40-billion IIROC platform