05/24/2020
Top Global Wealth Management And Advisory Companies In The World For 2020
These are the leading wealth firms – manage many Trillions of Dollars in Assets.
Wealth and Asset Management
05/24/2020
Monaco wants its old life back, and so do its bankers
The cancellation of events from exclusive meetups to sports outings may reveal just how useful they were in bringing in new business
05/24/2020
Private Bankers Swap Super Yachts For Webinars To Woo Ultra-Rich
The coronavirus pandemic has intruded even here, in the big-money world of super yachts and the private bankers who tend to their owners.
05/23/2020
Preserving Wealth: Adopting a structure to meet relocation needs
The client’s intention was to simplify the structure, implement a succession planning solution and make the necessary adjustments to preserve wealth and accommodate the future needs of all the family members.
05/22/2020
BEA Refreshes SupremeGold Service
This step is the first of many in our pursuit of enhancing our support for customers and their finances – not only in Hong Kong but overseas.
05/22/2020
Close Brothers - Trading Update
Close Brothers has entered this period of economic uncertainty with a strong capital and liquidity position and is prudently funded.
05/22/2020
The wealth manager tipped to be a Covid-19 winner
Tatton Asset Management is one of the firms tipped to clean up after the coronavirus crisis due its potential to scale as it continues to attract intermediary funds for its managed portfolio service.
05/22/2020
Julius Baer reportedly scouting Miami talent for new offshore hub
However, reports that interviews have taken place indicate that Sanchez’s plan to establish a hub for the wealth market in Miami, first revealed back in the summer of 2018, are potentially underway once again.
05/22/2020
Wealth managers ‘likely winners’ post-lockdown
FinnCap cites share performance this year as an indicator that investors are still backing financial services.
05/21/2020
CaixaBank broadens discretionary management offering with Smart Allocation Portfolios
On the contrary, the model will require a further confirmation of bullish scenarios in order to increase equity positions.
05/21/2020
Canaccord Genuity Wealth Management Selected as Platform Provider for Morgan Stanley's Wealth Management Entry Into Canada
Canaccord Genuity will deliver a suite of wealth management solutions and technology, as well as custody and clearing services to Morgan Stanley Wealth Management Canada.
05/21/2020
Investec restructuring costs hit £94m as profits fall 17%
Investec took a 17% hit in profits despite lowering costs, as the firm prepares for a ‘new normal’ following the impact of the coronavirus on the economy.
05/21/2020
Gold tipped to surge again as investors maintain appetite amid coronavirus uncertainty
As the Covid-19 pandemic shook global economies this year, an assortment of hedge fund managers have piled into gold on the back of its traditional ‘safe haven’ status.
05/21/2020
AJ Bell clients and profit spike as Covid-19 hits AUM
Customer numbers at AJ Bell jumped by 13% in the first six months to the end of March, driving a 28% spike in pre-tax profit to £22.7m.
05/21/2020
Brave New Coin launches digital wealth management platform
The platform tracks thousands of assets and trading pairs in real time by aggregating data from more than 20 exchanges.
05/21/2020
JPMorgan Revamps Management of Bank-Branch Brokers
The bank currently serves about 1.0% of the high-net-worth market and 8.0% of the “ultra-high-net-worth” market, officials said at a recent investors conference.
05/21/2020
Fidelity Dangles Rewards Program for Wealthy Retail Clients
The new rewards program is being rolled out to in-house clients with a minimum of $250,000, not the firm's RIA custody business.
05/21/2020
Technology: Tech will ‘democratise’ wealth management
The data collection was managed during January and early February 2020 and concluded before the effects of Covid-19 reached their peak in the survey’s markets.
05/21/2020
BNY Mellon Investment Management Launches BNY Mellon Investor Solutions
The new group combines an open-architecture approach with the proprietary investment capabilities of BNY Mellon's eight specialist investment firms.
05/20/2020
Ex-Brewin director leads asset management launch
Blackfinch Group has re-branded its wealth division to Blackfinch Asset Management, which will be led by recent Brewin Dolphin hire Jason Williams.