12/03/2020
AssetMark Brings CIBC Private Wealth High-Net-Worth Solution to AssetMark Platform
This custom investment management and comprehensive wealth planning solution is competitively priced and accessible for wealthy individuals and families.
Wealth and Asset Management
12/03/2020
Asia’s Great Wealth Transfer
Implications for the Wealth Management Community
12/03/2020
Reyl acquires Bern impact investing firm
This transaction fits perfectly with Asteria’s core strategic plan devised upon its creation in 2019.
12/03/2020
The World's Most Expensive First Release Whiskey
What is it about this single malt Irish Whiskey that justifies the exorbitant price tag?
12/03/2020
Pandemic attracts Asia’s wealthy to DPM
Banks want to grow their DPM businesses as they face pressure from low interest rates and increased competition from fintech and asset managers.
12/03/2020
Nomura's Asia hiring spree aims to boost wealth and fixed income
Chief Executive Officer Kentaro Okuda’s Asia push comes after his predecessor cut hundreds of jobs around the world to shore up profitability outside of Japan.
12/03/2020
M&A Bankers Shouldn’t Expect Long Christmas Break, JPMorgan Says
The value of global transactions has risen more than a third to $1.8 trillion since July, data compiled by Bloomberg show, in what has been a sharp recovery from the pandemic-hit first half.
12/03/2020
UBP raises CHF 120m for private debt fund
The fund will have further closures in 2021, targeted at institutional investors.
12/03/2020
HNW individuals and families look to support the economy through their business interests
The collection of individuals who were publicly open to higher wealth taxes explained that by taxing their wealth, the government could inject the funds into the economy in ways that benefit more of the population.
12/03/2020
Follow a structured process to phase capital into the equity market – Reyneke van Wyk
The fact is there are too many risks associated with trying to predict or ‘time’ the market he explains.
12/02/2020
Baumann & Cie: The circle of partners is getting smaller
The latest edition of the well-known “Customer Letter” from Baumann & Cie Banquiers is also a farewell note.
12/02/2020
Hang Seng launches HNW wealth management service
Bank opens exclusive centre for Signature customers at Central headquarters
12/02/2020
HSBC reaps environmental benefits of pandemic switch to remote advice
Since then, it has trained 640 advisors and relationship managers on remote interviews, carried out almost 11,000 Zoom appointments, and saved almost 900,000 sheets of paper.
12/02/2020
Philanthropy: give better, not just more
The traditional model of charitable giving is changing, with donors looking to solve problems and make a real impact
12/02/2020
IQ-EQ grabs gold at the Citywealth Magic Circle Awards 2020
The Magic Circle Awards aim to celebrate the best of the best within the global private wealth industry.
12/02/2020
An out of the ordinary partner, in out of the ordinary times
This prestigious international award is testament to the continuous evolution of our One Place™ philosophy and our partnership with our clients and their families.
12/02/2020
Philanthropy: give better, not just more
Donors feel better and more in control for taking some positive action during the crisis, and companies have gained valuable recognition for stepping up to help.
12/02/2020
Efficiency of Japanese corporate investment in human capital and shareholder value by Nikko AM
We observed that positive contributions from efficient investment in human capital have a greater significance for companies with lower labour productivity.
12/02/2020
Royal Bank of Canada reports fourth quarter and 2020 results
Our capital position remained robust
12/01/2020
Revealed: All the winners at the 2020 PA Wealth Partnership Awards
Quilter Cheviot and Baillie Gifford scoop two awards each