06/03/2021
Sharon L. Klein Named to Forbes Top Women Wealth Advisors 2021
The Forbes ranking, developed by SHOOK Research, is based on both qualitative and quantitative data from nominations and in-person interviews.
Wealth and Asset Management
06/02/2021
Why Zoom is Good for Family Enterprise Harmony
It has also changed the way non-financial assets are now stewarded, with the need to consider alternative ways to communicate instructions to asset administrators and family strategy to international Trustees.
06/02/2021
Advisor Group Successfully Recruits Compass Wealth Solutions, Wealth Management Practice with $221 Million in Client Assets
Indiana-Based Practice with Three Financial Professionals Joins Advisor Group Subsidiary Woodbury Financial Services
06/02/2021
Barometer: A little less growth, a little more inflation
Economic growth will soon slow but inflationary pressures could linger for some time. Which means investors should consider a more defensive stance.
06/02/2021
Near-Record Revenues in 2020 Provide Opportunity for Investment Banks to Restructure and Enhance the Client Experience, According to Accenture Report
Pandemic-driven rebound could help capital markets industry accelerate technology investments to protect against disruption
06/02/2021
Invesco Expands Relationship with BNY Mellon for Transfer Agency Services
BNY Mellon has successfully onboarded Invesco for transfer agency services in UK and Luxembourg
06/01/2021
Lumin Wealth buys Hertfordshire-based financial advice firm
Brings AUM to £600m
06/01/2021
Intesa Sanpaolo Private Banking and REYL & Cie ink strategic partnership
The partnership enables Fideuram - ISPB to strengthen significantly its international wealth management activities and to continue playing a leading role in the ongoing consolidation of the Swiss financial sector.
06/01/2021
IOOF completes acquisition of MLC Wealth
The ‘new IOOF’ will have greater scale, capability and efficiency which will flow through to clients in the form of value, choice and accessibility – supporting IOOF’s ambition of creating financial wellbeing for all Australians.
06/01/2021
Geneva private bank acquires Falcon's Dubai wealth subsidiary
The subsidiary has $500m in AUM and 12 employees.
06/01/2021
Bill Gates: Total Write-Off for Private Banking
Family offices have emulated the Gates Foundation's principles for using wealth to do good.
06/01/2021
Boldly going where no one has gone before
Concerns are regularly raised about ‘prices have gotten ahead of themselves’ and ‘never has the price been higher for this asset’.
06/01/2021
Are you riding the next wave of growth in Hong Kong’s wealth and asset management sector?
Financial regulators, who have been much more proactive since the last financial crisis
06/01/2021
Canaccord Genuity Reports Record Fourth Quarter and Fiscal 2021 Results
Record global capital markets revenue of $487.0 million for the fourth quarter and $1.3
05/31/2021
BNP Paribas Adds Bankers to Tap Into ‘Incredible’ Nordic Wealth
So we want to help them monetize what they created and also help them to diversify their wealth in the best possible way when they do an IPO or exit of sorts.”
05/31/2021
Credit Suisse’s RenTech Fund Holds Back Some Client Cash
Redemption demands at the fund trigger a hold back clause, which means clients will receive 95% of their funds after two months, with the remaining 5% expected to be paid out in January, after the fund’s year-end audit.
05/31/2021
NAB exits wealth as IOOF gets keys to MLC
NAB has completed the sale of the MLC superannuation and funds management business it purchased off Lendlease in 2000 for $4.5 billion.
05/28/2021
Scotia Global Asset Management announces name changes and index changes for select Scotia Pools and Funds
The investment objectives and other aspects of all the affected Pools and Funds will remain the same.
05/28/2021
Van Lanschot Kempen: 2021 AGM decisions and outcomes
The AGM took due note of the company’s intention to appoint Erik van Houwelingen as a member of the Management Board, with responsibility for Investment Strategies & Solutions.
05/28/2021
Why modern-day wealth managers need to expect the unexpected
The investment maturity and sophistication of the next generation should not be taken lightly and if they expect to generate 10% - 15% revenue out of their capital, wealth managers need to deliver quickly.