11/23/2020
Even the Turkey is Worried by Gary Dugan
The markets’ abiding hope is that the good news about a potential vaccine will overcome the near-term bad news about the impact of COVID-19 on global economic activity.
Wealth and Asset Management
11/23/2020
SYZ AM recognised as top ten Swiss ESG provider
All securities are reviewed on a quarterly basis with regards to their sensitive sector exposure, overall ESG rating, as well as any potential controversies.
11/23/2020
Channel Islands Wealth management association established
Firms holding Jersey regulated Investment Business (A, B, C) licences and Guernsey regulated (Protection of Investors) Investment Licensees are being invited to be members.
11/23/2020
Kingswood secures further US deal
We are thrilled to have now achieved a majority interest in the re-named Kingswood U
11/23/2020
Pictet AM strengthens China presence
The firm announced plans for new offices in China and New York in September.
11/23/2020
Capgemini highlighted nine key trends that wealth managers will have to contend with in 2021
Enhancing digital capabilities and offering more personalized services will be key wealth management trends for 2021, per Capge
11/23/2020
How Advisor Shifts Gears Between Car Racing and Wealth Management
UBS advisor Chris Aitken says, to his surprise, clients are asking: “When can I come to a race and watch you?”
11/23/2020
Wealth Management: Building Client Trust in Times of Change
Combining services, technology and communication on a secure platform allows family office and wealth management firms to strengthen their clients’ trust and meet their needs while staying competitive in today’s technology-driven world.
11/23/2020
Future of 100 advisers in balance as Harwood Wealth puts network into administration
The firm said it had been working closely with the directors of Network Direct and will include support on income novation and re-authorisation.
11/23/2020
UBS picks ex-NFL Pro Bowler to lead athlete segment
The Athletes and Entertainers Strategic Client Segment will work in close collaboration with UBS Financial Advisors, who have long been advising and supporting athletes and entertainers on their financial plans.
11/22/2020
Davy picks up Sarasin’s Irish operations as Brexit pushes ethical investor out
For regulatory reasons, Sarasin cannot continue operating its Dublin office on St Stephen’s Green as a branch of the UK manager after the Brexit transition period expires at the end of next month.
11/22/2020
How has the wealth management space fared in the GCC?
Similar to wealth, wealth management has gone through layers of evolution to become a specialised investment advisory service
11/20/2020
How Nicola Wealth challenges conventional wealth management
Through avenues that include regular webinars and increasingly popular podcasts, Nicola’s team works hard to educate clients and help them become more informed investors.
11/20/2020
Banque Havilland: Prince Andrews "very private private bank"
The name of Banque Havilland has appeared again and again in connection with major financial and political scandals
11/20/2020
JTC Commended at Funds Europe Awards 2020
This award recognises personal and company achievements together with contributions within the European funds community.
11/20/2020
Q3 market insights and Q4 look ahead by Miranda Seath, The Investment A
The reversal of the March outflows remains a factor in prolonging inflows to the fixed income sectors but investors may feel better disposed towards globally diversified bond funds, and the relative safety of bonds, with more volatile equity markets in pr
11/20/2020
AIB in exclusive talks to buy back Goodbody Stockbrokers
Bank preferred bidder for brokerage it sold after taxpayer bailout
11/20/2020
‘We understand them better than other banks’: Landolt’s Alexis Lombard on courting family businesses
He also discusses how private bankers are having to become increasingly specialised.
11/20/2020
Wealth manager eyes international launch of hybrid platform
Several years after it sold off the intellectual property relating to its UK robo-adviser
11/20/2020
U.S. Bank to migrate custody services to SEI’s legacy wealth management platform
By employing the SEI Wealth Platform's scale and scope within a software-as-a-service model, U.S. Bank will benefit from a unified, straight-through-processing environment across all of their businesses globally.