09/30/2020
Avaloq connects with Enterprise Bot
Enterprise Bot uses a pre-integrated system to establish an AI customer service agent for Avaloq’s banking and wealth management clients.
Wealth and Asset Management
09/30/2020
Wealth management for all? Rosecut launches free tools previously reserved for high-net-worths
Once the wealth balance sheet has established an investor’s level of liquid wealth and thus their assets available to invest, the cash flow projection provides a visualisation of the current trajectory of their financial position over time
09/30/2020
Bank J. Safra Sarasin launches new Responsible India fund
The Fund invests in high quality growth stocks, and is advised by UTI, a leading pioneer in India’s asset management industry.
09/30/2020
Invesco launches currency-hedged versions of Physical Gold ETC
Currency fluctuations can have a material impact on investors.
09/30/2020
Wealth Management in Indonesia – Enormous Opportunities & Great Challenges
The same applies to the pensions and insurance market, where there are enormous funding and protection gaps throughout the entire population.
09/30/2020
IQ-EQ awarded Bronze Diversity Mark
This accreditation looks to award organisations who demonstrate and highlight their commitment to advancing diversity within their workplace.
09/30/2020
Sanne acquires Deutsche Trust Company Limited Japan
The transaction is expected to be completed by 30 September 2020 and Deutsche Trust will change their company name and continue to operate its trust business under "Sanne Group Japan Trust Company".
09/30/2020
Credit Suisse to cut jobs in Gulf in wealth management overhaul
Around 20 people to be let go by the banking giant, mainly in Dubai
09/30/2020
Three Hightower Advisors Honored on Working Mother's 2020 List of Top Wealth Advisor Moms
Additionally, Hightower was included on the Inc. 5000, a list of the fastest-growing companies in the U.S., was #3 on Barron's list of the Top RIA Firms.
09/30/2020
EFG sells Ticino retail business and starts partnership
A committee will be established to explore future collaborations in the region.
09/30/2020
M&G creates £28bn wealth management arm
Launch comes off the back of its acquisition of Ascentric
09/30/2020
Coutts launches new podcast series to shed light on the meaning and purpose of wealth
The six-part series opens with a conversation with Sir Richard Stilgoe – the legendary songwriter, musician, and philanthropist.
09/30/2020
TMF Group announces acquisition
Key milestone in TMF Group’s drive to further grow its fund services business. Selectra’s expertise and service offering will complement TMF Group’s fund activities in Luxembourg.
09/30/2020
AFH Financial warns on performance amid slow recovery in wealth management business
The company said it expects full-year earnings before interest, taxes, depreciation, and amortization (EBITDA) to be 'slightly below its previous expectations.'
09/30/2020
Mirabaud Invests in French Gourmet Empire
Mirabaud is investing in the Monégasque chef's firm through its private equity vehicle, the wealth manager said in a statement on Wednesday.
09/30/2020
Schroders trust nears end of Woodford hangover
While some investments under performed, other bets paid off.
09/29/2020
Annual Financial Report - Close Brothers Group
The Annual Report will be sent to shareholders on or around 15 October 2020
09/29/2020
Barclays online banking crashes
Barclays said, “A small number of our customers are having problems logging in to their online banking and making payments on online banking and in the Barclays app.
09/29/2020
Tiny Jupiter UK Growth to wind up after admitting it’s too big a challenge for Buxton
Today they jumped 3.6%, or 6.25p, to 180.8p - narrowing their 12% discount to net asset value - after the board stated it was minded to liquidate what was left of the company and return shareholders their cash.
09/29/2020
Family Office Sector Consolidates as Schroders Acquires Sandaire
Schroders obtained Sandaire, for an undisclosed sum, as part of the group’s efforts to grow its stake in the UK’s ultra-high net worth community.