03/31/2021
We have acquired CSW
Lumin Wealth is a financial advice and discretionary fund manager firm based in St Albans and London.
Wealth and Asset Management
03/31/2021
Yves Mirabaud: «We May Seem Old-Fashioned»
This observation may seem accurate compared to 2019 and 2018, which were both marked by extraordinary revenue.
03/30/2021
Malaysia’s Affin Hwang AM partners with Schroders for climate change strategy
Affin Hwang AM's feeder fund invests at least 80% of its assets into the Schroder ISF Global Climate Change Equity Fund.
03/30/2021
Two UBS advisors in the Northeast Private Wealth Market named to the Forbes/SHOOK Top Women Wealth Advisors list
Andrea joined UBS Private Wealth Management in 2015.
03/30/2021
Forbes Recognizes Seven Northwestern Mutual Advisors on Annual Top Women Wealth Advisors List
Forbes recognizes the top women advisors in America based on an algorithm of qualitative and quantitative criteria
03/30/2021
Four strategies to help ensure a smooth wealth transfer
The saying ‘from rags to rags in three generations’ is often rolled out when discussing troubles that can be encountered when passing family wealth from one generation to the next.
03/30/2021
Are We There Yet? Not Quite by Oppenheimer & Co.
A mixed bag of positive and negative components
03/30/2021
Wealth Management In 2021: From Surviving Remotely To Thriving Remotely
April Rudin's article from TWM's US Wealth Technology Landscape Report (2021)
03/30/2021
Weekwatch by St. James's Place
The sudden change “serves as a reminder of the risks and also the opportunities to be had in emerging market-related assets,” noted Mark Dowding of BlueBay Asset Management, co-manager of the St. James's Place Strategic Income fund.
03/30/2021
UK wealth manager acquires Yorkshire-based advice firm
As it eyes another M&A deal ‘in the coming months’ to tap into an ‘under-advised market’
03/29/2021
Carina Schaurte: «The New Wealth Client»
Financial advisors need to rethink their approach if they are to meet these changing customer needs.
03/29/2021
Swiss banking and the misery of the meritocracy
What is disturbing is not primarily the fact that some managers in these two institutes earn too much, but that the much-vaunted argument of meritocracy degenerates into a farce.
03/29/2021
BlackRock Tops the First Fund Brand 50 Global Asset Manager Rankings
Broadridge’s Fund Brand 50 study expanded, reveals best-performing fund brands globally
03/29/2021
VP Bank is acquiring a 3.4 per cent equity stake in Hywin after signing a Collaboration Agreement to strengthen the Strategic Partnership
This was reported by VP Bank on 9 March 2021 during its annual results presentation.
03/29/2021
Lombard Odier expands into Brazil with new office in São Paulo
The new office in São Paulo is an important step in the Group’s growth, and reflects Lombard Odier’s objective to have a local market presence to enhance proximity to clients.
03/29/2021
VP Bank buys stake in Chinese asset manager
The partnership includes product and services collaboration, notably investment management and custody of client assets with Hywin Hong Kong and its affiliates.
03/29/2021
Fairstone continues acqusition spree with Glasgow-based IFA
The focus of its approach is to attract businesses that do not want to sell today but instead want to grow and develop.
03/26/2021
"The Credit Suisse management should now apologize"
Reputational risk is one of a total of eight statutory risks in the insurance business.
03/26/2021
"We need to bring wealth to life"
No matter what their size is, their common goal is to handle the investments of very wealthy families in an independent way.
03/26/2021
NextGen Wealth Warns Banks Against Testing Loyalty
Nonetheless, Mole – who is also the president of Young Investors Organization, an independent next generation network sponsored by Credit Suisse – warned the industry against taking advantage of that loyalty, stressing that next generation cli