05/26/2021
Mattioli Woods in swoop for Maven Capital Partners
Maven is an owner-led business comprising 12 partners, with a regionally based team of 91 investment executives and support professionals.
Wealth and Asset Management
05/26/2021
Advisers see Covid variants as biggest risk to market stability
Nearly half (46%) of the financial advisers questioned said that new variants and failure to have a consistent global rollout of the vaccine would increase volatility in stock markets.
05/26/2021
The Seven Deadly Sins Of The Wealth Management Industry
According to Roman Catholic theology, the seven deadly sins are the primary feelings or behaviors that inspire further sin.
05/26/2021
St James’s Place enjoys strong inflows as client confidence improves
Money manager St James’s Place said inflows this year had surged as government spending and the vaccine rollout drove positive investor sentiment.
05/26/2021
Mothers lead the way in ESG investing, says new research
Interestingly it’s mothers who are more likely to consider sustainable investment options for their family (62 per cent), whereas fathers place less value on investing sustainably (50 per cent).
05/26/2021
Bank of Montreal 2Q Profit Rises; Adjusted Efficiency Ratio Improves Following Divestments
Adjusted earnings were C$3.13 a share, beating consensus estimates of $2.75 according to analysts polled by FactSet.
05/25/2021
Labuan IBFC CEO Farah Jaafar recognised as Asian leader in captive insurance
The list is based on votes cast by close to 20,000 professionals in the captive insurance industry, with entrants from around the world, representing the best of the best of the captive industry.
05/25/2021
Investment group eyes M&A deals in UK wealth sector
Firm believes ‘there are opportunities’ in the market
05/25/2021
Graham McCormack of Oak Group wins ‘Chief Operating Officer’
It is testament to the great work that my team and everyone at Oak has achieved over the last year
05/25/2021
Market Outlook Mid-year 2021
Global investment trends that matter for your portfolio
05/25/2021
When money gets sick
After raising all the ‘ifs’ and ‘whens’ of radical uncertainty, you will probably have little faith in forecasts.
05/25/2021
What Works When Inflation Hits?
How should investors reposition their portfolios in the face of heightened inflation risk?
05/25/2021
UBS launches Future of Earth fund
The portfolio managers at launch include Allianz GI, Pictet AM, Polar Capital, and Robeco.
05/25/2021
JM Finn hit by rising FSCS levy in ‘unprecedented year’
Profit before tax at the firm fell 3% to £10.4m in the 12 months to the end of December from £10.7m in 2019.
05/25/2021
China approves Goldman Sachs, ICBC joint wealth management venture
China opened its giant financial sector to foreign companies last year as part of an interim trade deal with the United States signed in January.
05/25/2021
Goldman Sachs and ICBC Form China Wealth JV
New about Goldman Sach’s plans to form a wealth management joint venture with ICBC in China first emerged in January this year.
05/25/2021
The value of personal advice: Wealth management through the pandemic
The 10th annual PriceMetrix report examines an unprecedented year for North American wealth management.
05/24/2021
China to shore up Hong Kong hub status with wealth management link
HSBC and Citigroup among banks looking to catch tailwind from new investment corridor
05/24/2021
The future of wealthtech in the GCC
Older generations are also becoming more exposed to technology solutions that commoditise product offerings
05/24/2021
Credit Suisse Relocates Global PE Head to Hong Kong
Müller has almost a decade of experience with ultra-high net worth (UHNW) clients in the region, having previously worked with the likes of Rothschild and UBS’ wealth unit in Hong Kong.