01/11/2021
LGT Vestra's Sustainable Model Portfolio Service added to two new platforms
The SMPS is a discretionary investment service offering a range of diversified portfolios, which meet a variety of objectives across five risk profiles.
Wealth and Asset Management
01/11/2021
UBS' Top Private Bank Strategist Advances
A top adviser to UBS private bank co-head Iqbal Khan won a major promotion as part of a shake-up of the Swiss bank's strategy and corporate development team, finews.asia can reveal.
01/11/2021
Review of the week: A Christmas like no other
Breakthroughs on Brexit and COVID-19 collided with political strife and big moves in bond yields.
01/11/2021
Silver Linings Even in Adversity
Economists who had only recently been increasing their forecast for fourth-quarter global GDP growth are now cutting back their forecasts for the first half of 2021.
01/11/2021
The benefits of wealth management: Does it pay off in the long-run?
Holistic wealth management is a key factor in helping people to reach all of their goals, short-term and long-term
01/11/2021
Reasons to be Cheerful in 2021
Pharmaceutical companies are clearly at the centre of public attention at present, with news on vaccines encouraging markets and the global population to look forward to a better 2021.
01/11/2021
How Can I Miss You if You Won’t Go Away?
Sometimes it takes more than the turn of the calendar page to escape the prior year’s legacy
01/11/2021
Carey Olsen advises Sun Venture on Jersey Private Fund facilitating the UK's largest real estate acquisition of 2020
The Carey Olsen corporate team was led by Jersey partner, Chris Griffin, assisted by Singaporean-based senior associate, Susan McKinstray.
01/10/2021
Young American Adults Top $10 Trillion in Assets for First Time
Younger Americans hold $800 billion in private-business equity
01/10/2021
Xi’s push against Jack Ma sparks new threat for China tech
U.S. authorities are now debating whether to ban investments in Alibaba and Tencent, according to people familiar with the matter, in what would be a dramatic blow to two of the companies whose shares are most widely held by global investors.
01/09/2021
Wealth managers end 2020 rollercoaster in the black
After one of the biggest drawdowns in history, wealth portfolios ended the year in positive territory as markets surged back, according to Asset Risk Consultants.
01/09/2021
The super-rich are building bunkers to ride out the apocalypse
Our man is in a dilemma.
01/08/2021
Concord Wealth Partners Launches Concord Asset Management
Institutional Quality Services available to individual investors
01/08/2021
Wells Fargo to close international wealth management business
The decision is set to impact the group’s near 330 international financial advisors that are based in its offices Miami, New York, Texas and California.
01/08/2021
Odey Asset Management performance fee revenue shrinks to just £900k
Results do not cover the period during which Crispin Odey was charged with alleged sexual assault
01/08/2021
Credit Suisse to add $850m to US provisions
Swiss bank to post a fourth-quarter loss after extra charge for US litigation
01/08/2021
VP Bank Luxembourg completes acquisition
This transaction in the form of an asset deal was successfully completed as planned on 1 January 2021.
01/08/2021
Ten Trends to Impact Wealth Management in 2021
Among the biggest developments set to influence advisors’ businesses this year include consolidation among wealth management firms, the rise of ESG investing, a renewed focus on prospecting and changes to advisor compensation models.
01/08/2021
Quilter offers bonus for moving assets onto ‘matrix’
This was cross-examined by a High Court judge, and Quilter did not dispute the finding that it offered a “matrix bonus” of 0.065 per cent of moved clients’ assets into its Core Investment Proposition.
01/08/2021
Captrust Snaps Up $2.6 Billion Arizona Wealth Manager
Firm Launches New Service Offering: Tax Consulting