05/19/2020
Hargreaves Lansdown founders suffer £1bn hit to personal wealth
Portfolio Adviser examines how investment industry figures fared in the latest Sunday Times Rich List
Wealth and Asset Management
05/19/2020
You’re Fired! When Do You Sack the Fund Manager?
Sacking a fund manager is costly and complex. So, what type and size of drawdown should cause you to risk changing a fund manager?
05/19/2020
Syz Swings to «Transform Year» Loss
Syz vowed to focus in asset management on institutional clients like pension funds and insurers.
05/18/2020
Blackfinch launches Blackfinch Asset Management
New division builds on MPS track record, with more offerings and increased support for advisers
05/18/2020
COVID-19 Crisis: What Does It Mean for Chinese Wealth Managers?
Chinese HNW clients have had a few tough months, to put it mildly.
05/18/2020
Quintet's Losses Widen on Expansion Push
Total client assets rose to €81.5 billion as of December 31, 2019, up from €72.6 billion at the end of 2018.
05/18/2020
LGT study: investor behavior during the corona crisis
High-net-worth investors in Switzerland have to date reacted passively to the corona crisis.
05/17/2020
Coronavirus Crisis a Window of Opportunity for Bankers to the Rich
While banks that are more focused on commercial lending set aside billions in provisions
05/17/2020
The Future Of Work Now: Morgan Stanley’s Financial Advisors And The Next Best Offer System
Brown and Maguire are both oriented to wealth management, although some of the FAs on their team tend to be somewhat more transactional in their investment recommendations.
05/17/2020
Investors Contemplate Life After Lockdown
After three months of flat or negative returns, markets bounced back in April as investors came to grips with the new normal.
05/17/2020
St James’s Place to launch first passive funds
Britain’s largest wealth manager attempts to stave off competition from cheaper rivals
05/15/2020
BBVA Switzerland facilitates account opening with video calls
The platform will also allow customers to take out loans and benefit from the Bank’s advisory and wealth management services.
05/15/2020
Credit Suisse Wins Breather Over Risk Spike
Specifically, both major Swiss banks are required to demonstrate the accuracy of their VAR measures through daily back-testing measures.
05/15/2020
Deutsche Bank sets itself 'ambitious' sustainability targets
The target of €200bn in sustainable financing and ESG investments is ambitious compared to our peers.
05/15/2020
Goldman Sachs to buy boutique wealth management custodian Folio
A Goldman Sachs spokesman confirmed plans for the acquisition and the contents of the letter but declined to comment further.
05/15/2020
The wealth jobs that could disappear this decade
Streamlining of services and a transition to digital could cause some roles in the wealth industry to be under threat.
05/15/2020
What it takes to break into the UHNW segment
The axiom that a family fortune doesn’t last beyond the third generation doesn’t always prove true
05/15/2020
Coronavirus crisis a window of opportunity for bankers to the rich
While banks that are more focused on commercial lending set aside billions in provisions, the big wealth managers have found that banking for billionaires has swelled their own coffers with outsized transaction fees even as the global economy takes a batt
05/15/2020
Nikko AM Wins Best Fund House, Japan
A category of AsianInvestor’s Asset Management Awards 2020
05/14/2020
Navigating Asia’s generational wealth transfer during a pandemic
The current situation is proving an ideal time to re-evaluate legacy structures and, in line with this, we’re seeing a marked trend towards professionalisation of Asian family office functions.