08/05/2020
DBS launches new solutions to bolster Singaporeans' retirement plans and financial resilience amid tough times
Solutions include retirement tool in NAV Planner and a retirement portal that provides estate planning advice and services
Wealth and Asset Management
08/05/2020
Remote client service has grown on most advisors, finds survey
Majority of professionals in poll plan to keep serving clients remotely until the end of 2020
08/05/2020
Falcon: Fund Unit Divested to Swiss Firm
The conclusion of the transaction, which is pending approval by the Luxembourg regulator
08/05/2020
Close Brothers Asset Management expands North West footprint with new Chester office
The new location in the heart of Chester will be home to bespoke investment managers, financial planners and their client support teams
08/05/2020
HSBC Ramps Up China Hiring Despite Tensions
This will be central to our ambitions to become the leading wealth manager in Asia
08/05/2020
Asian HY attracts wealth managers
Income generation and positive relative valuations counter liquidity and default fears in the Asian high yield credit market.
08/05/2020
Wealth Management in Thailand: On Track to Deliver but More Challenges Ahead
In the expansive and fascinating Hubbis Digital Dialogue of July 30, a panel of experts debated the state of the Thai wealth management industry.
08/05/2020
Fairstone adds 500 clients and £400m FUM with Chiltern House acquisition
Adding £400m FUM
08/04/2020
How wealth managers can respond in the wake crisis
The financial markets have since experienced huge capital outflows and panic sell-offs in a flight-to-quality, as investors seek safety and stability in perceived stable assets and precious metals.
08/04/2020
Morgan Stanley Launches Property & Casualty Insurance for High Net Worth Clients
Firm collaborates with industry-leading insurance brokers HUB International, Marsh Private Client Services, and Willis Towers Watson to offer a comprehensive insurance solution
08/04/2020
GAM Discerns a Silver Lining
Our operations have remained resilient and productivity has remained high in a Covid-19 remote working environment, and we are making good progress with our strategy.
08/04/2020
HSBC Switzerland records loss after pre-tax revenue falls by $90m
In positive news, customer accounts in Switzerland increased from 6,558 to 9,146 in the first six months of 2020.
08/04/2020
60 seconds with…our CEO, Peter Flavell.
In terms of the wider NatWest Group, we’re at an exciting juncture where we will show the huge success a purpose led organisation can achieve.
08/04/2020
Raymond James gains 5 ex-Merrill Lynch advisors who managed $515M
All three spent the last decade with Merrill Lynch.
08/04/2020
Schroders Global Investor Study 2020: Bullish investors still targeting investment returns above 10% despite Covid-19 shock
Average annual return expectations over the next five years have edged up to 10.9% for investors globally
08/04/2020
15 at Mourant recognised as world leading private client practitioners
Those listed advise a variety of Mourant clients including high net worth individuals, families, trustees, family businesses and charities.
08/04/2020
Aegon finalises Kames rebrand
Kames Capital will rebrand as Aegon Asset Management on 7 September, with the names of its suite of funds following suit.
08/04/2020
Revealed: Bristol boutique enters acquisition arena with IFA buy
RC Brown has made its first buy, with the firm aiming to expand its offering among advisers.
08/04/2020
Pictet eyes long-term growth stocks with new market neutral global equities hedge fund launch
The new strategy is a UCITS compliant version of an existing market neutral global equity hedge fund strategy managed internally by Pictet’s Aquila team within the firm’s multi-strategy funds offering.
08/03/2020
HSBC Bank Canada Second Quarter 2020 Results
Operating income and expected credit losses show impact of COVID-19, customer deposits up significantly