11/25/2020
“There are a million wealth managers and most of them are doing active management,” Danker said. “We think that is overrated. There aren’t many offerings for full-service passive management.”
11/24/2020
Beacon Pointe Advisors Announces Merger with Wealth Manager
A Foothold in the South and Beacon Pointe's Largest Deal to Date
11/24/2020
Stanhope merges with FWM to create $24.2bn wealth manager
Deal comes amid growing competition to service the ranks of the world’s super-rich
11/24/2020
ZEDRA rebrands London acquisition, unveils new global expansion service
The Office for Investment is designed to provide a ‘single front door’ to overseas investors and ensure the UK is the most attractive destination in the world to invest.
11/24/2020
Just over 1,000 km/640 miles off the East Coast of the U.S., Bermuda is not only the ultimate island destination, but has been largely shielded from the pandemic.
11/24/2020
The recommendations connect investment decisions more closely with climate change and sustainability considerations, as well as strengthening the relationship between savers’ broader investment goals and their financial returns.
11/24/2020
York Capital Management to restructure
11/24/2020
These digital-savvy, time-poor investors are increasingly turning to peer-to-peer lending to get on the property ladder and access double-digit returns from a click on their phone or tablet.
11/24/2020
Mike Hollings and Neil Williams on targeting US immigrants, lockdown working and how central banks have ‘flanneled’ everyone
11/24/2020
They have encouraged private lenders to follow suit—albeit with little success.
11/24/2020
The company has hired several partners this year, and outlined an expansion plan for French-speaking Switzerland.
11/24/2020
The fund focuses on urban living, commercial and mixed-use properties for people at all income levels.
11/24/2020
The firm will now be collectively known by its new name of Handelsbanken Wealth & Asset Management
11/24/2020
Many investors believe SOE debt is safe because the Chinese government – either at a local or national level – will step in to prevent defaults.
11/24/2020
CI’s largest U.S. wealth management transaction to date projected to increase U.S. wealth assets to US$21 billion
11/23/2020
Just Mortgages launches wealth division
The advisers who join Just Mortgages wealth division will be provided with leads from our Just Mortgages client database, as well as being able to find their own leads.
11/23/2020
Pictet Asset Management Opens Unit in Shanghai
According to Pictet Asset Management’s Asia ex-Japan CEO Junjie Watkins, the business unit in China will first focus on cross-border investments before developing local investment capabilities.
11/23/2020
The markets’ abiding hope is that the good news about a potential vaccine will overcome the near-term bad news about the impact of COVID-19 on global economic activity.
11/23/2020
SYZ AM recognised as top ten Swiss ESG provider
All securities are reviewed on a quarterly basis with regards to their sensitive sector exposure, overall ESG rating, as well as any potential controversies.
11/23/2020
Channel Islands Wealth management association established
Firms holding Jersey regulated Investment Business (A, B, C) licences and Guernsey regulated (Protection of Investors) Investment Licensees are being invited to be members.