04/02/2020
Millennials drive asset managers to change course on ESG
Some reports have suggested £5trn globally is expected to be handed down to the next generation over the next few years.
Wealth and Asset Management
04/02/2020
Covid-19: Relaxation of Directors' Duties
This is undoubtedly good news for directors who are having to respond to the fast moving challenges posed by the COVID-19 pandemic
04/02/2020
We are delighted to announced we have been nominated at the 2020 Citywealth Brand Management and Reputation Awards
ZEDRA is focused on building a strong digital presence.
04/02/2020
Shifting ground: Corporate governance for real estate clients in light of COVID-19
The preservation of value, as well as the safety of tenants and visitors, is coming into focus in the current climate.
04/01/2020
JTC Acquisition of Sanne's Private Client Business
Having previously advised on the acquisition by JTC of the Minerva Group, Collas Crill continues its representation of the group with the Sanne acquisition which is capped at £12 million in cash, upon completion of migration.
04/01/2020
Bankers' salaries: who is top earner and who earns top
Julius Baer, GAM or Leonteq have also had to go through their remuneration systems in recent years in order to better align them with the interests of shareholders.
04/01/2020
CreditEase Wealth Management Wins Five Best Wealth Manager Awards
Due to the requirements for detailed benchmarking in the selection process, the APB wealth management award is considered as one of the most respectful and competitive honors in the wealth management industry.
04/01/2020
Asiamoney China Private Banking Awards 2020
Overall best state-owned private bank Best private bank for international network Bank of China Private Banking
04/01/2020
COVID-19 special: Spotlight on sectors
The Nikko AM team has provided a brief outline of some of the issues that we see across the major sectors.
04/01/2020
Swiss bank Vontobel plans to open Milan office, eyes business after epidemic
Vontobel’s wealth management business for Italian clients, previously managed out of Zurich as well as from Italian-speaking Locarno and Lugano in Switzerland, will be handled by a larger team it wants to build up in Milan.
03/31/2020
Credit Suisse: Bonuses are no longer taboo in the crisis
While it is still a little early to talk about the 2020 bonuses, the measures could go in that direction.
03/31/2020
Bank CIC with high growth rate
The result reached an increase of 9 percent to CHF 104.6 million. Commission, service and trading business also grew.
03/31/2020
Greater China Beckons for Private Banks and Wealth Managers Prepared for the Challenges Ahead
KPMG China has a vast footprint, with 23 offices across 21 cities and with around 12,000 partners, directors and staff across the major cities of the country.
03/31/2020
Basel boutique acquires fund and two PMs
Hänggi said: ‘We are pleased to have found in Tareno a professional and successful partner who supports our efforts to promote charitable interests.’
03/31/2020
Ascot Lloyd buys Norfolk adviser
The deal adds to Ascot Lloyd's own £8bn funds under influence and 130 advisers, and follows a string of acquisitions by the consolidator in recent months.
03/30/2020
Standard Chartered launches ‘My RM’
Supported by My RM’s document and file sharing, screen sharing, text chat and audio call functions, clients would be able to get detailed market updates from their relationship managers without visiting the branch.
03/30/2020
Wealth group withdraws guidance
The company board reaffirmed its previously declared interim dividend of 2.5 cents per share, to be paid on 14 April.
03/30/2020
Siam Commercial Bank’s Sornchai Suneta on Tailored Solutions and Astute Financial Planning
SCB Asset Management is one of Thailand’s leading investment product houses, giving Suneta a remarkable perspective on the evolution of supply and demand in the country.
03/30/2020
China’s $30t asset management market beckons global wealth firms
Asset management could be one of the most competitive sectors because of the opportunities.
03/30/2020
Servicing the new model client by Iress
With the change in demographic has come a change in relationship model.