06/30/2020
Act fast in the face of transformation in the Island’s wealth management sector
Client expectations are changing because the clients themselves are changing.
Wealth and Asset Management
06/30/2020
What your Chinese private clients want to know and why
Private wealth advisors should be aware of these questions, not only to ensure they have answers prepared, but also as a key to understanding the culture and background of their client.
06/30/2020
China Best Wealth Managers 2020
The firm has continued to break new ground.
06/30/2020
Bordier & Cie to restructure and launch supervisory board
This transformation is particularly innovative and wholly in keeping with our core philosophy: our clients, their interests and the standard of service remain uppermost and central to our concerns.
06/30/2020
Former GAM duo handed new EM bond fund at ZKB
New strategy is designed to capitalise on entire universe of investable opportunities.
06/30/2020
How to advise professional sportspeople
This can very often happen before any kind of financial education has taken place as this is something not typically covered on the National Curriculum.
06/30/2020
Cash and private market investments: How to take care of your portfolio’s tails
Excess cash: To hold or to invest?
06/29/2020
Lloyds to push further into wealth management and insurance
The UK bank is looking to diversify its income stream amid record-low interest rates
06/29/2020
REYL launches new image campaign - "SUCCESS. TOGETHER."
The REYL Group recently launched several major initiatives
06/29/2020
Ravenscroft to acquire Wealth manager's Isle of Man business
The wealth manager's Isle of Man subsidiary was launched in 2014, contributing £1.2m of annual revenue to the business
06/29/2020
Pausing For Breath
Economic data has generally been better than market expectations.
06/29/2020
What a difference a crisis makes by Julius Baer
GBP have been less extreme so far, as they were mostly already close to or below zero.
06/29/2020
Competitive Barriers Break Down as We Turn to the Value of Community
COVID-19 has made us all keenly aware of the value of community, even among competitors.
06/29/2020
Chase de Vere on acquisition trail as profits jump
Chase de Vere also said its financial strength meant it did not have to furlough any employees during the coronavirus lockdown.
06/29/2020
KKR, Apollo Among Suitors for National Australia Bank's Wealth Unit: Sources
NAB, Australia's third largest bank, decided to divest its wealth management unit in 2018, but the plan has been delayed by a management overhaul and a special government-appointed inquiry into the financial services sector that found industry-wide m
06/29/2020
Independence Day Lockdown by Rathbones
People are extremely adaptable as prolonged lockdowns have shown.
06/29/2020
Why outsourcing is front of mind for most asset managers
Asset management firms are restructuring operations to become leaner with outsourcing of several functions on the to-do list
06/29/2020
Julius Baer awarded Outstanding Wealth Management Technology Implementation
Hosted jointly by The Digital Banker and Global Private Banker, the Global Private Banking Innovation Awards- now in its second year
06/28/2020
Hong Kong still reigns as Asia’s leading wealth hub
Strong digital uptake, demonstrable investment savvy
06/26/2020
Raymund James Financial Reports May 2020 Operating Data
Financial assets under management of $143.6 billion increased 5% over May 2019 and 5% over April 2020.