05/21/2019
EY’s Nikhil Lele on why banks, wealth managers and tech companies will soon offer financial subscriptions
This rental or subscription economy will also appear in financial services, changing products into services.
Wealth and Asset Management
05/21/2019
Citywealth Names Katten International and US Law Firm of the Year
The Citywealth Magic Circle Awards are based on nominations that illustrate services provided, case studies, in-depth knowledge, and leadership and vision, among other areas.
05/21/2019
Barclays Analysts Say UBS May Need Strategy Overhaul
Focusing their analysis on clients outside of the U.S., Barclays analysts questioned if the banking group should allocate one-third of group resources to its IB division.
05/21/2019
The Next Big Thing
This influences investment as most equity portions of portfolios are significantly exposed to western businesses.
05/21/2019
Sanlam Global fund announces £1bn in assets under management
"The market volatility of the past year provided notable challenges, but it was a chance for the strategy to once again prove its metal.
05/21/2019
Barclays and Brewin big winners at CISI’s 26th annual awards
Barclays topped the charts with four winners, with Brewin having three winners, as did Schroders.
05/21/2019
Goldman Sachs’ Wealth Shift
Goldman Sachs didn't get quite that specific in its statement on the deal
05/20/2019
Credit Agricole - 3 Reasons You Should Buy This Underappreciated French Bank
The company was set up in 1998, essentially as a listed acquisition vehicle for the Credit Agricole Group, France's largest mutual banking network
05/20/2019
Cogan Named to Forbes' Top Women Wealth Advisors
The list is a select group of individuals who have a minimum of seven years of industry experience.
05/20/2019
Deutsche Bank Staff Warned Executives About Suspicious Activity in Trump and Kushner Accounts
But executives at Deutsche Bank, which has lent billions of dollars to the Trump and Kushner companies, rejected their employees’ advice.
05/20/2019
Despite High Satisfaction Rates Among HNW Investors, FAs Need to Set Themselves Apart
To that end, the survey also polled investors on what they consider the essential traits for an advisor.
05/20/2019
Hawksford triumphs as most successful organisation at prestigious Citywealth awards
The business won Trust Company of the Year, while Darren Kelland, Global Head of Private Client Services, was named Trustee of the Year.
05/20/2019
Geneva Fintech Association boosts membership with new WM
Through the partnership, we also intend to play a major role as a reference point connecting the fintech ecosystem and the wealth management industry in Geneva.
05/20/2019
Foster Denovo buys wealth manager
The move follows Foster Denovo’s acquisition of Kent firm Orchard Wealth Cultivation in February, when the firm announced its growth strategy, with more deals expected in 2019.
05/20/2019
Why high net-worth families in the Middle East are looking to Guernsey for private wealth solutions
A final word on demographics and global wealth trends.
05/20/2019
Ruffer prepares for Brexit with new Paris office
Ruffer said the Paris office is a 'natural extension' of its efforts to serve continental European clients
05/17/2019
Goldman Sachs makes biggest acquisition in nearly 20 years
Major acquisitions have been rare in the post-crisis world as Wall Street firms focus on avoiding the wrath of regulators and politicians.
05/17/2019
Facing the Future: How Wealth Advisory Firms Must Strategise and Adapt to Attract NextGen Clients
BNY Mellon’s Pershing is a business-to-business provider of global financial solutions to advisors, asset managers, broker-dealers, family offices, fund managers, registered investment advisory firms and wealth managers.
05/17/2019
Lloyds job ads provide clues about Schroders joint venture
Over 20 roles advertised online mention Schroders venture with salaries up to £100k
05/17/2019
Credit Suisse sets up family office services unit for Greater China's rich
As rich Asians target greater investment diversification and as business owners hand over to successors, family offices are sprouting up in regional financial hubs of Singapore and Hong Kong.