08/20/2020
Julius Baer partners with Beijing WM Institute
The institute was established through the support of the Beijing Municipal Government and Tongzhou District Government.
Wealth and Asset Management
08/19/2020
VP Bank sees boost in operating income
As of 30 June 2020, custody assets amounted to CHF 6.4 billion, this represented a drop of CHF 0.5 billion from the level of 31 December 2019.
08/19/2020
Thurgauer Kantonalbank shows Stability
Thurgauer Kantonalbank achieved solid results in the first half of 2020.
08/19/2020
Leaving the management of Bank Linth
He is also deputy to CEO David Sarasin and has been responsible for the service center and facility management since the beginning of this year.
08/19/2020
HNW Life Insurance Guide for Financial Professionals launched
A practical handbook to support financial advisors in understanding the unique features of HNW life insurance and how it can help their customers' grow and protect their wealth
08/19/2020
Raiffeisen’s profit falls despite higher income and lower expenses
The company took CHF 75m to strengthen reserves as protection against volatility during the ongoing pandemic.
08/19/2020
StanChart declared best Wealth Management Bank in Ghana at Global Business Outlook Awards 2020
"Our highly skilled and professional local advisory team, coupled with our network of investment specialists, leverage our open-architecture model to help clients assess a comprehensive range of Wealth Management solutions.”
08/19/2020
Swiss Private Banking: A Crisis Too Many
The McKinsey data illustrates the trio of woes to befall the industry: lack of growth, dwindling revenue, and a rigid cost base.
08/19/2020
Vontobel Asset Management launches GBP share class of global investment grade credit fund
The fund invests in high credit-quality issuers in order to generate income over the long-term.
08/18/2020
Fjell Capital Joins Sanctuary Wealth
$150 Million Advisor in Fargo breaks from UBS for Partnered Independence
08/18/2020
Edinburgh private bank Hampden & Co defies Covid with double-digit increases
The bank said it had continued to build its client base during lockdown.
08/18/2020
S.P. Hinduja Banque Privée announces the launch of two new funds
The products are aimed at the next generation of global, entrepreneurial investors, who understand that ESG standards of companies are a key driver for long-term value creation and business sustainability.
08/18/2020
Tier One Capital owners add £12m to property pipeline
The firm reported a stronger than expected first quarter, despite turbulent financial trading conditions and the lockdown period.
08/18/2020
Retired 7IM founder sets up SME investment business
The SME businesses will be seeking capital in the range of £500,000 to over £10m.
08/18/2020
LOIM multi asset CIO on the transformation in the active vs passive debate
Aurèle Storno discusses the impact of higher volatility and mispricing.
08/18/2020
AJ Bell adds Brewin MPS to platform as it opens to wealth firms
AJ Bell has is giving advisers access to managed portfolio services (MPS) run by wealth majors including LGT Vestra and Berwin Dolphin.
08/18/2020
Redmayne Bentley shuts second Merseyside office
The Leeds-based firm said the decision was 'not taken lightly'
08/18/2020
Wealth manager launches apprenticeship scheme
It will allow trainees to develop a range of skills including digital and technical, in both back and front office roles.
08/17/2020
Larry Fink retains position as highest-paid CEO in asset management
Combined pay and bonuses among industry’s leaders rises to $233m last year
08/17/2020
Starting from zero: Tips to build wealth after a pandemic
A few simple steps to get you back into the basics of financial planning