06/16/2020
Aite Group Announces Winners of the 2020 Digital Wealth Management Impact Innovation Awards
Aite Group recognizes six innovative financial institutions leveraging best-in-class initiatives.
Wealth and Asset Management
06/16/2020
Hinduja Scion Takes Over at Family's Swiss Bank
Hinduja said he will pursue wealth management as well as business with entrepreneurs to do so
06/16/2020
Financial advisers and wealth managers see uptick in client demand for sustainable investments
The importance of sustainable investing is underlined by the fact that 86 per cent of advisers said that they are now incorporating sustainability questions into the client fact find.
06/15/2020
Neglecting the non-financial risks to family wealth could have severe financial consequences
Families must address all four pillars of capital to achieve long-term success.
06/15/2020
Six top DFMs back new wealth ratings service
Six DFMs have backed a new academy from RMSR that will rate wealth managers on the services they offer to advisers.
06/15/2020
Why family businesses are in a strong position to ride out the storm
Keeping it in the clan brings an inner strength… but it's just as important to know when to let go
06/15/2020
Ogier advises on sale of independent trust company
Group partner Matthew Shaxson lead the Jersey-based Ogier team, which included senior associate Kevin Grové and associate Michael Anderson.
06/15/2020
EdRAM (Suisse) to merge with EdR (Suisse)
This merger will strengthen synergies within the areas of expertise of our Group and simplify our organisation.
06/15/2020
Strategic- Partnership For Pam And Fidelius
Chartered Financial Management (UK) Ltd advisex on £250m of clients’ assets and Zen Wealth has assets under advice of £30m.
06/15/2020
BNY Mellon Investment Management Launches BNY Mellon Investor Solutions
BNY Mellon Investor Solutions brings together the full power of our collective enterprise to meet the ever-evolving needs of investors by providing an integrated investment offering—needs that have only been amplified in the current environment.
06/15/2020
Fund managers prepare to return to the office
Amundi, BlackRock and LGIM are opening up buildings in Europe following the pandemic
06/14/2020
Secular trends more relevant than ever
How can secular trends help investors navigate the post-pandemic world?
06/14/2020
Interview: Schroders’ Peter Harrison rules out selling the family silver
The man who returned to the funds giant that started his career, insisists it will stay independent
06/13/2020
HSBC sees double-digit wealth asset growth in Asia by 2023
Historical data for the combined wealth business are yet to be reported.
06/12/2020
Butterfield Rebrands Singapore Business
Singapore has a strong reputation as a well-established and diversified international finance centre, however we provide services throughout Asia and our new name reflects that.
06/12/2020
OCBC's private banking unit targets bigger slice of booming family offices business
“The family office is a big segment, not only from China but also from the Middle East as well as other parts of the world,” Bahren Shaari told Reuters in an interview.
06/12/2020
Market Commentary: Walker Crips
Emerging market bonds have seen their premiums recover more than half of the crisis-induced run-up, despite their economies being the hardest hit by the collapse in commodity prices and economic activity.
06/11/2020
Boris Collardi: Visionary Swiss Banker Dismantled
Anti-money laundering officials never learned of money flows which warranted notification, and Julius Baer's board was idle.
06/11/2020
Credit Suisse Boss Fans Wealth Hopes
Credit Suisse expressed skepticism over its return on tangible equity target – set last year at between ten and 11 percent for this year, and 12 percent further out.
06/11/2020
Deutsche Bank to create International Private Bank
Claudio de Sanctis, most recently Global Head of Wealth Management, will become Head of the International Private Bank and CEO EMEA.