09/16/2020
What does the future of happiness look like?
We explore the pursuit of happiness and its likely path in the decade ahead.
Wealth and Asset Management
09/15/2020
Wealth firms battle to get technology right
Consultancy Alpha FMC’s Wealth Management Digital Readiness Survey found just 23% of firms think their online services meet client expectations.
09/15/2020
UBS exploring merger with Credit Suisse, reports
The blog site added that Weber and Urs Rohner, Credit Suisse’s chairman, could agree on the details of a possible merger next year.
09/15/2020
JTC Reports Growth and Resilience in Interim Results
Additionally, there is a reported increase in earnings (adjusted underlying EBITDA) of 11.2% to £17.9m (up from £16.1m in the first half of 2019).
09/15/2020
WeekWatch by St. James’s Place
Vaccines matter to investors because the world’s economic recovery depends on how quickly a COVID-19 cure can be developed.
09/15/2020
Lombard International Assurance partners with Accenture
Lombard International Assurance is inviting wealth management professionals to contribute anonymously to this review.
09/15/2020
Shake-up at Luxembourg’s Qatar-owned Quintet bank
Private lender has implemented wide-ranging corporate restructuring
09/14/2020
SJP joins Invesco in the dog house with £6.9bn of underperforming funds
Bestinvest names and shames a record 150 funds in its latest Spot the Dog report
09/14/2020
Investec cuts 210 UK bank jobs
Investec is to make up to 210 UK staff redundant across its private, corporate and investment banking divisions as part of an ongoing restructure of the company.
09/14/2020
Key Private Bank Awarded Outstanding Achievement In Trusts
A panel of independent, industry-leading wealth management experts, including trusted advisors and consultants, served as judges for the awards.
09/14/2020
Switzerland’s Credit Suisse to Introduce App-only Banking Services to Compete with Fintech Challengers
Credit Suisse Plans New “CSX” Digital Banking Offering
09/14/2020
UBS makes private wealth strategy shift
The wealth manager believes a 100% sustainable portfolio can deliver similar or potentially higher returns compared to traditional portfolios, and can also offer strong diversification for clients invested globally.
09/14/2020
Home office: very popular with Swiss private bankers
With technology, Atwork is getting to exactly where the bank bosses 'influence ends: the employees' homes.
09/14/2020
ZEDRA announces milestone acquisition
This acquisition marks a step change for ZEDRA’s corporate services offering
09/14/2020
Coutts cuts advice charges as Queen's bank opts for fixed fees
The new pricing structure means that Coutts will be one of the best value propositions on the HNW market, with the wealth manager and private bank’s own analysis positioning it as the lowest charge other than robo-only advisors.
09/14/2020
StanChart to merge wealth, retail businesses
The bank expects that the changes will help grow its affluent and retail businesses.
09/14/2020
Guernsey is top-tier for private wealth
Trust Corporation of the Channel Islands, also headquartered in Guernsey, is a tier one independent trust company.
09/11/2020
IQ-EQ is an eprivateclient top-tier trust company for second year running
The tiers within the listing are not based on size alone but various factors including reputation, quality of service, any M&A activity, as well as the extent of their global offering; making it a true badge of quality.
09/11/2020
Growing Smart(ly) in a Way That Matters
Pathstone Announces the Addition of Price Wealth, LLC
09/11/2020
PraxisIFM’s City offering cemented as London teams move to new central spot
The two businesses had been working from offices in the City and West End respectively.