02/11/2021
Credit Suisse Can't Shake Off «Spygate» Investigator
Credit Suisse was caught spying on Iqbal Khan and at least one other top executive.
Wealth and Asset Management
02/11/2021
Leonteq Publishes Second Half and Full - Year 2020 Results
It was also a year in which the robustness of Leonteq’s service and technology platform as well as the solidity of our client franchise was proven throughout the period.
02/11/2021
Butterfield Reports Fourth Quarter and Full Year 2020 Results
Our primary operating jurisdictions in Bermuda, Cayman and the Channel Islands have managed COVID-19 relatively well.
02/11/2021
UBS AM adds ESG filter to high dividend ETF
UBUM will now track the S&P Developed ESG Dividend Aristocrat index
02/11/2021
Vontobel suggests new chairman as advised assets rise 10%
One board member is stepping down this year, with two new members replacing him.
02/11/2021
IFA firm bolsters Scotland operation with acquisition
Deal brings around £270m assets under management to the group
02/11/2021
Global WealthTech funding nearly quadrupled over the last five years after a record 2020 for the sector
US companies account for more than half of the top 10 WealthTech deals globally in 2020
02/11/2021
How to make data science work for wealth management
With this blog, we help you bring your high-flying expectations into alignment with the sometimes-harsh reality of data science implementation.
02/11/2021
Vontobel achieves a good result in 2020
Operating income in Digital Investing rose by 14% in 2020 to CHF 183.5 million compared to 2019 (CHF 160.9 million).
02/11/2021
Tidjane Thiam Taps Ex-Credit Suisse Adviser
Like nearly all of Thiam's so-called shadow cabinet, Gishen left Credit Suisse shortly after his boss was ousted as CEO nearly one year ago.
02/11/2021
Shortlist for the 2021 Rathbones Folio Prize announced
Boundary-defying works: British and Irish writers lead shortlist alongside fresh US voices.
02/11/2021
More than 8% of American adults are millionaires. Here’s how they got wealthy
That is much higher than the 55% of the general population Hogan found to hold the same opinion.
02/11/2021
AMP ‘doubles down’ on troubled wealth core
The rebuff has left the 171-year-old company with little choice but to refocus on its high-stakes, multi-year turnaround plan, including squeezing profits out of the troubled financial planning network and a suite of under-performing superannuation funds
02/10/2021
Paul Feeney: The trouble with asset managers is everyone is trying to eat each other’s lunch
The trouble with asset managers is we present far too much as a fragmented, product-based industry where everyone is trying to eat each other’s lunch – forgetting the lunch actually belongs to the client.
02/10/2021
Mattioli Woods hoping to treble in size in next five years
Financial firm – which started over a garage - wants to double staff and treble amount of clients’ assets it looks after to £30bn
02/10/2021
Wealth managers await legal fallout in wake of $1.8B fraud case
Investigators say the investors are at risk of losing everything.
02/10/2021
A historic private bank takes over Brown Jacobson’s office in No. 1 Spinning Fields
Martin Cuthbert, Manchester Office Head of Brown Shipley, said: “I’m excited to move to No. 1 Spinning Fields.
02/10/2021
Estate Planning is not Just for those with Huge Assets
Devising an effective estate plan can help you seamlessly transfer your wealth
02/10/2021
At Vontobel, a Cozy Club of Bankers is Dissolved
CEO Zeno Staub broke with a product- and distribution-focused approach, which led to the exit of Roger Studer, who ran Vontobel's securities arm for nearly 20 years.
02/10/2021
Pictet Profits Edge Higher as Clients Seek Haven
Net profit rose by seven percent to 577 million francs, while revenue climbed by ten percent to 2.89 billion francs.