07/30/2020
Pier 21 Asset Management Extends Asset Servicing Relationship with CIBC Mellon
Pier 21 taps into CIBC Mellon services for custody, fund accounting, recordkeeping and foreign exchange processing and settlement
Wealth and Asset Management
07/30/2020
BNY Mellon Wealth Management Names Senior Director
Larry joins BNY Mellon Wealth Management from a personal family office he founded, focused on private investments in individual real estate transactions and partnership investments.
07/30/2020
Women as the next wave of growth in US wealth management
As part of recent McKinsey research on affluent consumers, we surveyed over 10,000 affluent investors, nearly 3,000 of them female financial decision makers.
07/30/2020
Schroders profit dips in first half even as assets rise
Assets under management rose by 5% to close the period at a new high of £525.8 billion
07/30/2020
HF Fund Services joins forces with Equiom
HF has always focused on quality of service and restricts the number of clients each director services to ensure service quality and client responsiveness is maintained.
07/30/2020
Higher for longer gold prices
Doing so would require that central banks signal higher tolerance for inflation and an ability to stop interest rates from following it upwards.
07/30/2020
Credit Suisse to Save More Costs on Profit Surge
Credit Suisse on Thursday announced a new restructuring bid of the company.
07/30/2020
LOIM PM on how baby boomers have shifted their spending habits since Covid-19
Private pensions have also started to become more popular, Grootveld said.
07/30/2020
China Fiscal Stimulus – Careful Calibration
Over the next five years, we expect new infrastructure to unlock RMB15tn in investment to support this transition.
07/29/2020
Butterfield Annual General Meeting to Be Virtual Only
To enter the meeting, shareholders will need to use the 16-digit control number included in the proxy materials that were recently sent to them.
07/29/2020
First Republic Announces FRC Founders Index FundSM
FRCFDR is an equal weighted benchmark of publicly traded companies in which the founder or founders are actively involved and a key influence in their company’s strategy.
07/29/2020
A $327 billion Swiss bank sold half its gold holding, even as the precious metal breaks to new record highs
Low or negative interest rates are typically positive for gold prices as it makes holding bonds less attractive, and therefore reduces the opportunity cost of holding gold.
07/29/2020
Rathbone Brothers CFO on rethinking wealth management
An interview with Jennifer Mathias, finance head of the FTSE-250 investment management firm, reveals the power of innovation in financial services
07/29/2020
Art Market Pulse
Hear the latest insight from art industry leaders
07/29/2020
Three ways to protect your family wealth in times of uncertainty
Family and asset protection, succession planning and relocation are the core areas to focus on, says Julius Baer
07/29/2020
Candriam Investors Group’s Acquisition of Rothschild & Co Asset Management
Candriam will become the new asset management company for the funds in question, when it obtains the required approvals, namely from the AMF and the CSSF market regulators.
07/29/2020
Women and wealth: myth busting
Our clients – whether they are male or female – want to work with a highly qualified team that is focused on their requirements, listens and doesn’t stereotype.
07/29/2020
Wealth manager sees improvement in its half year pre-tax profits
Trusts business delivered another outstanding performance with net inflows of £0.6 billion, 68.7% ahead of the first half of 2019, with funds under management growing by 20.0% to £8.0 billion at 30 June 2020.
07/29/2020
On the Art of Art Appraising
How to appraise works of art and collectibles? What are the steps, the criteria?
07/29/2020
Goldman Sachs hikes 12-month gold price forecast to $2,300
The surge in gold prices is being driven by a potential shift in the U.S. Fed towards an inflationary bias to account for political tensions and an expectations that coronavirus infections will rise, says Goldman