05/12/2020
Boutique reports record year ahead of 'inevitable' recession
Hawksmoor Investment Management received good inflows from both direct clients and intermediaries
Wealth and Asset Management
05/12/2020
Olympians help Canaccord Genuity Wealth Management workforce keep moving and motivated through COVID-19
Canaccord is working with TeamedUp and six Olympic athletes to create the powerful and engaging series of content.
05/12/2020
Raffles partners with Bank of Montreal PB in Singapore
Raffles Financial also announced today that its common shares have been approved for listing on the Canadian Securities Exchange (CSE) in Toronto
05/12/2020
Zurich bids farewell to former CEO Fritz Gerber
He significantly contributed to Zurich's strategic positioning and commercial success."
05/11/2020
Bonds: Wealth managers reveal post-crisis picks
Private banking professionals at Citi, DBS, Deutsche Bank, HSBC and UBS discuss fixed income in the wake of the economic damage caused by the coronavirus pandemic
05/11/2020
WH Ireland Global Market Insights
There have even been modest advances in treatment.
05/11/2020
Falcon Private Bank to exit private banking activities
Reuters reported last month that the private bank owned by Abu Dhabi state fund Mubadala Investment Company was preparing to wind down and trying to sell parts of its customer base.
05/10/2020
'Pandemic is changing wealth management industry'
The epidemic has changed the way we engage with our clients
05/10/2020
Indosuez Miami turns to China as hedge for LatAm clients
I do believe that there is a strong need to have exposure to Chinese currency
05/10/2020
What Family Businesses Need to Adapt to a Crisis
By “crisis governance,” we mean adapting oversight of the enterprise under conditions of extreme uncertainty to ensure that family owners, board members, and executives remain aligned around long-term vision
05/08/2020
Exploring AI in Wealth Management
Since then, countries with strict confidentiality status have experienced changes and today firms appreciate that HNWIs have become more tech-savvy and are seeking access to information, instantly and accurately.
05/08/2020
Australia's AMP scraps planned sale of NZ wealth management unit on coronavirus hit
The wealth manager said it held discussions with a number of interested parties regarding the divestment
05/08/2020
Envestnet Reports First Quarter 2020 Financial Results
As we move forward, we are well positioned to help our clients navigate our new landscape.
05/08/2020
Schroders cuts fees and scrutinises multi-manager range in first value assessment
Discounts on supersized funds among fee changes that will save investors £8m
05/08/2020
Helping preserve and transfer wealth across multigenerational Latin American families and family businesses
With well over half of the world’s population currently facing constraints on their daily routine, it’s inevitable that families are spending more time together
05/07/2020
Van Lanschot Kempen trading update: first quarter of 2020
Savings and deposits were unchanged at €9.5 billion while the overall loan portfolio was marginally higher at €8.8 billion.
05/07/2020
Credit Suisse Group 1Q20 Financial Report
As of the end of 1Q20, our CET1 ratio was 12.1%.
05/07/2020
Markets may underestimate second wave of infection
Finanz und Wirtschaft (06.05.2020) - Eleanor Taylor Jolidon, Co-Head of Swiss and Global Equity at Union Bancaire Privée, endorses companies that can withstand crises and warns about too much optimism
05/07/2020
Demand for financial advice surges 24% as priorities shift in new era
deVere Group, which operates in 100 countries worldwide, says the number of enquiries from new clients was up 24% in April, compared to the previous month.
05/07/2020
Asset Management Europe: Monthly Letter – May 2020
On the bright side, the wildcard is vaccine development comparable in speed to what is occurring with therapeutics, although it is more likely to be medium-term.