02/22/2021
January Jitters Don't Change Our Positive Outlook
Hopes were high at the start of 2021 as investors looked towards the economic recovery
Wealth and Asset Management
02/22/2021
The commercial case for diversity and inclusion
Building the commercial case for companies to become more diverse and inclusive which can help to deliver better financial performance and more positive social outcomes.
02/22/2021
Looking forward to the Year of the Ox
Having fallen victim to the SARS outbreak earlier in the decade, the Hong Kong people were quick to react.
02/19/2021
China:Cross-border wealth management grows in Greater Bay Area
Among retail customers in the Chinese mainland who do not own Hong Kong wealth management products, 70% expressed interest in purchasing one in the next three years.
02/19/2021
Credit Suisse's Private Bank Sputters
On the wealth management side, recurring fee and commission income fell sharply, and transaction-and performance-based revenue edged lower.
02/19/2021
UK private bank reportedly up for sale
Business is worth around £50m
02/19/2021
Northern Trust Expands Foreign Exchange Currency Management Services Footprint with Key New Mandates
Clients Focus on Managing FX Exposures Through Advanced Currency Hedging Solutions
02/19/2021
CIBC Private Wealth, US, Wins Private Asset Management’s “Best Private Wealth Manager Over $5bn – Performance” Award for 2nd Consecutive Year
This is the 11th investment-related PAM award that CIBC Private Wealth has received for the firm’s investment platform over the past 10 years
02/19/2021
China Merchants Bank rises among global private banking elite
CMB was one of the pioneers of China’s private banking industry.
02/19/2021
Credit Suisse Chief Adds Caution to Optimism
But despite the annual profit slip, the bank could build on the momentum based on its fourth-quarter results and positive data from the bank’s latest media conference.
02/19/2021
Leading Asset Managers Make Major Acquisitions Targeting Wealth Channels
An investment in new products and technologies that target individual investors and I don’t believe this cycle of investment is over.
02/19/2021
Wealth Manager Moves Into Swiss Ski Resort
Even if the pandemic has changed the way we work by developing virtual relationships with our customers
02/19/2021
Schroders applies for China public mutual fund licence
The firm plans to include sustainable investments in its offering when the public mutual fund management company is established.
02/19/2021
JP Morgan issues first non-QM credit risk transfer notes
JPMWM originates prime jumbo loans and offers fixed-rate, adjustable-rate, interest-only mortgages, and Home Equity Line of Credits (HELOCs).
02/19/2021
Coutts and Adam-and-company [ 1] - Annual Results
The total AuMA figure has risen by £1.7bn (6%) to a total of £32.1bn and includes around £0.8bn in Net New Money into our investment products.
02/19/2021
Surrey financial planning firms merge and look to avoid minimum portfolio sizes
This rhetoric was echoed by Philip Martin, managing director at Unique Financial Planning.
02/18/2021
Revealed: Arbuthnot shuts Dubai office as managing director exits
Arbuthnot Latham will close its Dubai office at the end of May, less than a decade after launch.
02/18/2021
Quilter's Guide to the Budget - what is up for consideration by the Chancellor?
The government needs to decide how it pays for the increase in borrowing to fund its response to Covid-19
02/18/2021
Multrees plans to double client base in five years
Putting these growth plans into action will be four new sales team members who together bring with them extensive experience
02/18/2021
Our top tips on how philanthropy can save the planet – an interview with our Global Head of Philanthropy, Dr Maximillian Martin
Philanthropists have earned or inherited a fortune, and they want to use their money for the greater good.