12/23/2020
UK wealth firm sees opportunity in ‘declining’ Qrops market
A lot of advisers in the sector are ‘screaming out for new products’, says CEO
Wealth and Asset Management
12/22/2020
RBC Wealth Management Grows Alts Offering
RBC Wealth Management, which has C$1.1 trillion of assets under administration and C$836 billion of assets under management, has made Asia’s global families a focus of its growth efforts in the region.
12/22/2020
Credit Suisse: CEO Thomas Gottstein on Bonus Payments
In the first half of the year, CS admitted to the fact that Hong Kong client Lu Zhengyao was a fraudster, which may cost the bank some $100 million.
12/22/2020
UBS Private Wealth Management Hires USD 1.7bn Philadelphia-Based Financial Advisor Team
Scott has decades of experience in the financial services industry and spent the past 20 years at Goldman Sachs
12/22/2020
The global economy’s recovery should continue, above consensus by John Vail, Chief Global Strategist, Nikko AM
Investment Insights by our experts and thought leaders
12/22/2020
Eaton Vance Floating-Rate Income Plus Fund Announces Board Approval of New Investment Advisory Agreement
Eaton Vance provides advanced investment strategies and wealth management solutions to forward-thinking investors around the world.
12/22/2020
David Chin: UBS May Increase Stake in China Joint Venture
The business of the internet giants contains an element of risk that may become relevant for the system if the regulator doesn't provide clear guidelines.
12/22/2020
BNP Paribas Asset Management: Investment Outlook 2021
Legacy of the Lockdowns
12/22/2020
Investing in fast-changing markets
In conversation with Chris Ralph, Chief Global Strategist at St. James's Place, Johanna Kyrklund from Schroders, manager of the St. James's Place Managed Growth fund, discusses how to allocate assets in an uncertain world
12/22/2020
Personalizing Advice from a Digital Distance
Surprising findings from a Broadridge investor survey show how Covid-19 is deepening the bond between financial advisors and their clients.
12/22/2020
Schroders launches Islamic Global Equity Fund
The Global Islamic Equity Fund will invest in a range of equities within the Dow Jones Islamic Equity Index.
12/22/2020
Van Lanschot Kempen receives regulatory approval for acquisition of Hof Hoorneman Bankiers
Van Lanschot Kempen expects to complete the integration of Hof Hoorneman Bankiers clients, employees and investment funds by the end of 2021.
12/22/2020
Private Equity Firm Eyes SW Expansion with New Investment
It is estimated that the overall wealth management market comprises about 12,000 advisory firms, of which almost 3,000 are owned by principal owners already in their 60s, or turning 60 in the next couple of years.
12/22/2020
Nomura on China Expansion: «Better Than We Thought»
Interest in Nomura is driven not only by its research capabilities in Japan’s economy and industry but also by the country’s experience in undergoing challenges that China now faces.
12/22/2020
IQ-EQ shortlisted across three categories in 2021 Citywealth IFC Awards
IQ-EQ is up for the title of ‘Trust Company of the Year’ for both Hong Kong & Singapore and Guernsey for the second consecutive year.
12/22/2020
Cantonal bank hunts for corporate centre head
The person would be in charge of developing and expanding the institution’s business within the Wil and Toggenburg areas.
12/22/2020
China’s wealthy and middle-class investors are shying away from risky plays and looking inward after tumultuous 2020
China’s affluent investors have been the biggest winners from its economic boom
12/22/2020
Wealth firm buys Isle of Man insurance and pension group
Deal adds around £500m in assets under management
12/22/2020
Goldman Sachs, once reserved for the rich, is close to offering wealth management for the masses
The bank has begun internal testing of a new automated investment service ahead of a broader rollout early next year, according to an email obtained exclusively by CNBC.
12/22/2020
Prepare for a new year’s rotation
This macro reflation scenario has been confirmed week after week by economic data and is supported by the promise of ongoing accommodative support from central banks.