08/06/2020
39% fall in trading revenue hits BKB profits
However, the volume of the group's investment solutions increased by CHF 144m.
Wealth and Asset Management
08/06/2020
Bank Cler expands asset management business
CEO Mariatheresa Vacalli was positive about the results.
08/06/2020
Sanctuary Wealth Expands International Network Capabilities
Merrill Veteran Susan Graybeal Joins Team Offering Partnered Independence to Advisors Working with Offshore Clients
08/06/2020
Trends: BCG: A different wealth management industry by 2040
Their scale advantage and balance sheet strength will allow them to service the whole value chain, cementing their role as a single gateway to meet even the most complex client needs”, says the report.
08/06/2020
Move to homeworking delivers boost to Canaccord's bottom line
The Company's effective tax rate returned to a normalized level of 22%, following the recognition of deferred tax assets in fiscal 2020 that had previously been unrecognized due to historical losses.
08/05/2020
Coronavirus Q&A: What Next for Investors?
Our experts discuss the pandemic’s effect on financial markets and the wider world.
08/05/2020
Greatly exaggerated by Julius Baer
Yes, the Federal Reserve has been printing money like there is no tomorrow.
08/05/2020
DBS launches new solutions to bolster Singaporeans' retirement plans and financial resilience amid tough times
Solutions include retirement tool in NAV Planner and a retirement portal that provides estate planning advice and services
08/05/2020
Remote client service has grown on most advisors, finds survey
Majority of professionals in poll plan to keep serving clients remotely until the end of 2020
08/05/2020
Falcon: Fund Unit Divested to Swiss Firm
The conclusion of the transaction, which is pending approval by the Luxembourg regulator
08/05/2020
Close Brothers Asset Management expands North West footprint with new Chester office
The new location in the heart of Chester will be home to bespoke investment managers, financial planners and their client support teams
08/05/2020
HSBC Ramps Up China Hiring Despite Tensions
This will be central to our ambitions to become the leading wealth manager in Asia
08/05/2020
Asian HY attracts wealth managers
Income generation and positive relative valuations counter liquidity and default fears in the Asian high yield credit market.
08/05/2020
Wealth Management in Thailand: On Track to Deliver but More Challenges Ahead
In the expansive and fascinating Hubbis Digital Dialogue of July 30, a panel of experts debated the state of the Thai wealth management industry.
08/05/2020
Fairstone adds 500 clients and £400m FUM with Chiltern House acquisition
Adding £400m FUM
08/04/2020
How wealth managers can respond in the wake crisis
The financial markets have since experienced huge capital outflows and panic sell-offs in a flight-to-quality, as investors seek safety and stability in perceived stable assets and precious metals.
08/04/2020
Morgan Stanley Launches Property & Casualty Insurance for High Net Worth Clients
Firm collaborates with industry-leading insurance brokers HUB International, Marsh Private Client Services, and Willis Towers Watson to offer a comprehensive insurance solution
08/04/2020
GAM Discerns a Silver Lining
Our operations have remained resilient and productivity has remained high in a Covid-19 remote working environment, and we are making good progress with our strategy.
08/04/2020
HSBC Switzerland records loss after pre-tax revenue falls by $90m
In positive news, customer accounts in Switzerland increased from 6,558 to 9,146 in the first six months of 2020.
08/04/2020
60 seconds with…our CEO, Peter Flavell.
In terms of the wider NatWest Group, we’re at an exciting juncture where we will show the huge success a purpose led organisation can achieve.