02/11/2021
Vontobel suggests new chairman as advised assets rise 10%
One board member is stepping down this year, with two new members replacing him.
Wealth and Asset Management
02/11/2021
IFA firm bolsters Scotland operation with acquisition
Deal brings around £270m assets under management to the group
02/11/2021
Global WealthTech funding nearly quadrupled over the last five years after a record 2020 for the sector
US companies account for more than half of the top 10 WealthTech deals globally in 2020
02/11/2021
How to make data science work for wealth management
With this blog, we help you bring your high-flying expectations into alignment with the sometimes-harsh reality of data science implementation.
02/11/2021
Vontobel achieves a good result in 2020
Operating income in Digital Investing rose by 14% in 2020 to CHF 183.5 million compared to 2019 (CHF 160.9 million).
02/11/2021
Tidjane Thiam Taps Ex-Credit Suisse Adviser
Like nearly all of Thiam's so-called shadow cabinet, Gishen left Credit Suisse shortly after his boss was ousted as CEO nearly one year ago.
02/11/2021
Shortlist for the 2021 Rathbones Folio Prize announced
Boundary-defying works: British and Irish writers lead shortlist alongside fresh US voices.
02/11/2021
More than 8% of American adults are millionaires. Here’s how they got wealthy
That is much higher than the 55% of the general population Hogan found to hold the same opinion.
02/11/2021
AMP ‘doubles down’ on troubled wealth core
The rebuff has left the 171-year-old company with little choice but to refocus on its high-stakes, multi-year turnaround plan, including squeezing profits out of the troubled financial planning network and a suite of under-performing superannuation funds
02/10/2021
Paul Feeney: The trouble with asset managers is everyone is trying to eat each other’s lunch
The trouble with asset managers is we present far too much as a fragmented, product-based industry where everyone is trying to eat each other’s lunch – forgetting the lunch actually belongs to the client.
02/10/2021
Mattioli Woods hoping to treble in size in next five years
Financial firm – which started over a garage - wants to double staff and treble amount of clients’ assets it looks after to £30bn
02/10/2021
Wealth managers await legal fallout in wake of $1.8B fraud case
Investigators say the investors are at risk of losing everything.
02/10/2021
A historic private bank takes over Brown Jacobson’s office in No. 1 Spinning Fields
Martin Cuthbert, Manchester Office Head of Brown Shipley, said: “I’m excited to move to No. 1 Spinning Fields.
02/10/2021
Estate Planning is not Just for those with Huge Assets
Devising an effective estate plan can help you seamlessly transfer your wealth
02/10/2021
At Vontobel, a Cozy Club of Bankers is Dissolved
CEO Zeno Staub broke with a product- and distribution-focused approach, which led to the exit of Roger Studer, who ran Vontobel's securities arm for nearly 20 years.
02/10/2021
Pictet Profits Edge Higher as Clients Seek Haven
Net profit rose by seven percent to 577 million francs, while revenue climbed by ten percent to 2.89 billion francs.
02/10/2021
JSS Sustainable Asset Management Repositions Water Strategy as Green Planet
The Green Planet strategy builds upon its predecessor’s proven investment philosophy and approach, and will continue to put an emphasis on protecting the ecosystem and water resources.
02/10/2021
Wealth management giant shuts Hong Kong office
It wants to focus on its ‘strong international footprint’ in UK, EU, Middle East and Latin America
02/10/2021
UAE foundations: so much more than succession planning
Often seen as a vehicle reserved for succession planning, Managing Director of our UAE office, Nina Auchoybur highlights the utility of UAE foundations.
02/10/2021
ERI Winners in the ‘Best Compliance Solution‘ Category at the WealthBriefing Swiss Awards 2021.
The judges were impressed that with its compliance workflows and monitoring OLYMPIC Banking System gives a significant advantage in acquiring and keeping clients, and selling them the most relevant products and services.”