06/29/2020
Lloyds to push further into wealth management and insurance
The UK bank is looking to diversify its income stream amid record-low interest rates
Wealth and Asset Management
06/29/2020
REYL launches new image campaign - "SUCCESS. TOGETHER."
The REYL Group recently launched several major initiatives
06/29/2020
Ravenscroft to acquire Wealth manager's Isle of Man business
The wealth manager's Isle of Man subsidiary was launched in 2014, contributing £1.2m of annual revenue to the business
06/29/2020
Pausing For Breath
Economic data has generally been better than market expectations.
06/29/2020
What a difference a crisis makes by Julius Baer
GBP have been less extreme so far, as they were mostly already close to or below zero.
06/29/2020
Competitive Barriers Break Down as We Turn to the Value of Community
COVID-19 has made us all keenly aware of the value of community, even among competitors.
06/29/2020
Chase de Vere on acquisition trail as profits jump
Chase de Vere also said its financial strength meant it did not have to furlough any employees during the coronavirus lockdown.
06/29/2020
KKR, Apollo Among Suitors for National Australia Bank's Wealth Unit: Sources
NAB, Australia's third largest bank, decided to divest its wealth management unit in 2018, but the plan has been delayed by a management overhaul and a special government-appointed inquiry into the financial services sector that found industry-wide m
06/29/2020
Independence Day Lockdown by Rathbones
People are extremely adaptable as prolonged lockdowns have shown.
06/29/2020
Why outsourcing is front of mind for most asset managers
Asset management firms are restructuring operations to become leaner with outsourcing of several functions on the to-do list
06/29/2020
Julius Baer awarded Outstanding Wealth Management Technology Implementation
Hosted jointly by The Digital Banker and Global Private Banker, the Global Private Banking Innovation Awards- now in its second year
06/28/2020
Hong Kong still reigns as Asia’s leading wealth hub
Strong digital uptake, demonstrable investment savvy
06/26/2020
Raymund James Financial Reports May 2020 Operating Data
Financial assets under management of $143.6 billion increased 5% over May 2019 and 5% over April 2020.
06/26/2020
Imapact of Covid-19 on Wealth Management, greater digitalisation and flexible working
Recent Oliver Wyman research showed digital engagement had increased 7-10x during the crisis.
06/26/2020
Northern Trust Launches Industry Leading Wealth Institute
The Northern Trust Institute: A bold new approach to wealth optimization built on 130 years of data, analytics, expertise and real-world outcomes
06/26/2020
Ping An Wealth Management Subsidiary Expands to Hong Kong
Hong Kong ranks top among international financial markets for its sophisticated regulatory framework, open markets and diverse financial products.
06/26/2020
Giles Hargreave wins awards recognising his ‘outstanding’ work for investors
They also wanted to honour his contribution to widening awareness of investment opportunities among the UK’s smaller companies.
06/26/2020
French investment firm to expand into Switzerland with Geneva office
‘After eight years in France, our decision to expand our presence abroad is the expression of our will to bring our know-how in the design and distribution of financial products closer to our partners in Switzerland.
06/26/2020
Credit Suisse Is Said to Freeze Plans for Miami Wealth Hub
Talks had focused on plans to attract $15 billion of assets under management, mostly from wealthy Latin Americans.
06/26/2020
Deltec Bank & Trust Named Best Private Bank Caribbean 2020 by Global Banking & Finance Review
This approach has already garnered international attention as the bank continues to modernize and to enhance the overall experience for its clients.